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
Q1 		– Sell
-2,600
Closed -$287K – 6193
2025
Q4 		$287K Buy
2,600
+300
+13% +$33.3K ﹤0.01% 5177
2025
Q3 		$244K Hold
2,300
– – ﹤0.01% 5203
2025
Q2 		$269K Buy
2,300
+500
+28% +$55.8K ﹤0.01% 4851
2025
Q1 		$200K Sell
1,800
-12,900
-88% -$1.34M ﹤0.01% 4872
2024
Q4 		$1.46M Sell
14,700
-4,700
-24% -$434K ﹤0.01% 3165
2024
Q3 		$1.6M Buy
19,400
+11,100
+134% +$848K ﹤0.01% 2952
2024
Q2 		$682K Buy
8,300
+8,243
+14,461% +$728K ﹤0.01% 3593
2024
Q1 		$506K Sell
57
-16,543
-100% -$1.33M ﹤0.01% 3767
2023
Q4 		$1.28M Buy
+16,600
New +$1.36M ﹤0.01% 2835

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPL Financial's EXE Position: Q1 2026 in Review

LPL Financial increased its Expand Energy Corp (EXE) stake by 22% in Q1 2026, buying an estimated $2.1M and bringing the position to 107,846 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

LPL Financial first reported a position in EXE in Q4 2021 and has held it in 18 quarters since. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • LPL Financial held 107,846 shares of Expand Energy Corp worth $11.8M as of Q1 2026.
  • LPL Financial bought 19,693 Expand Energy Corp shares in Q1 2026, an estimated $2.1M.
  • Expand Energy Corp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1850 holding.
  • LPL Financial first reported a position in Expand Energy Corp in Q4 2021 and has held it in 18 quarters since.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.