LI
EXE

LRI Investments’s Expand Energy Corp EXE Stock Holding History

LRI Investments’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 		$1.19K Sell
13
-551
-98% -$52.3K ﹤0.01% 1341
2026
Q1 		$61.9K Buy
564
+558
+9,300% +$59.6K 0.01% 482
2025
Q4 		$662 Buy
+6
New +$665 ﹤0.01% 1286

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's EXE Position: Q2 2026 in Review

LRI Investments reduced its Expand Energy Corp (EXE) stake by 98% in Q2 2026, selling an estimated $52.3K and leaving 13 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

LRI Investments first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.9K in Q1 2026. 279 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • LRI Investments held 13 shares of Expand Energy Corp worth $1.19K as of Q2 2026.
  • LRI Investments sold 551 Expand Energy Corp shares in Q2 2026, an estimated $52.3K.
  • Expand Energy Corp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1341 holding.
  • LRI Investments first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's Expand Energy Corp position peaked at $61.9K in Q1 2026.
  • 279 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.