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	$255K	Buy	+2,800	New	+$266K	﹤0.01%	5580
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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.