LPL Financial
EXE

LPL Financial’s Expand Energy Corp EXE Stock Holding History

LPL Financial’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5M Buy
115,668
+7,822
+7% +$743K ﹤0.01% 2089
2026
Q1 		$11.8M Buy
107,846
+19,693
+22% +$2.1M ﹤0.01% 1850
2025
Q4 		$9.73M Buy
88,153
+33,904
+62% +$3.76M ﹤0.01% 1951
2025
Q3 		$5.76M Sell
54,249
-1,478
-3% -$148K ﹤0.01% 2339
2025
Q2 		$6.52M Buy
55,727
+6,993
+14% +$780K ﹤0.01% 2091
2025
Q1 		$5.43M Sell
48,734
-11,965
-20% -$1.24M ﹤0.01% 2082
2024
Q4 		$6.04M Buy
60,699
+17,479
+40% +$1.61M ﹤0.01% 1920
2024
Q3 		$3.55M Sell
43,220
-1,057
-2% -$80.7K ﹤0.01% 2242
2024
Q2 		$3.64M Buy
44,277
+9,537
+27% +$842K ﹤0.01% 2107
2024
Q1 		$3.09M Sell
34,740
-28,876
-45% -$2.32M ﹤0.01% 2157
2023
Q4 		$4.89M Sell
63,616
-18,893
-23% -$1.55M ﹤0.01% 1697
2023
Q3 		$7.11M Buy
82,509
+3,240
+4% +$275K 0.01% 1377
2023
Q2 		$6.63M Buy
79,269
+33,733
+74% +$2.69M ﹤0.01% 1410
2023
Q1 		$3.46M Buy
45,536
+7,204
+19% +$593K ﹤0.01% 1743
2022
Q4 		$3.62M Buy
38,332
+12,730
+50% +$1.26M ﹤0.01% 1656
2022
Q3 		$2.41M Buy
25,602
+1,730
+7% +$163K ﹤0.01% 1838
2022
Q2 		$1.94M Buy
23,872
+1,281
+6% +$116K ﹤0.01% 2058
2022
Q1 		$1.97M Buy
22,591
+10,829
+92% +$795K ﹤0.01% 2080
2021
Q4 		$759K Buy
+11,762
New +$746K ﹤0.01% 2902

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

LPL Financial's EXE Position: Q2 2026 in Review

LPL Financial increased its Expand Energy Corp (EXE) stake by 7.3% in Q2 2026, buying an estimated $743K and bringing the position to 115,668 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

LPL Financial first reported a position in EXE in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.8M in Q1 2026. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • LPL Financial held 115,668 shares of Expand Energy Corp worth $10.5M as of Q2 2026.
  • LPL Financial bought 7,822 Expand Energy Corp shares in Q2 2026, an estimated $743K.
  • Expand Energy Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2089 holding.
  • LPL Financial first reported a position in Expand Energy Corp in Q4 2021 and has held it in 19 quarters since.
  • LPL Financial's Expand Energy Corp position peaked at $11.8M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.