Mackenzie Financial
EXE

Mackenzie Financial’s Expand Energy Corp EXE Stock Holding History

Mackenzie 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 		$5.68M Sell
62,314
-286,437
-82% -$27.2M 0.01% 799
2026
Q1 		$38.3M Sell
348,751
-146,086
-30% -$15.6M 0.05% 302
2025
Q4 		$55.3M Buy
494,837
+24,136
+5% +$2.68M 0.07% 237
2025
Q3 		$50M Buy
470,701
+17,432
+4% +$1.75M 0.06% 244
2025
Q2 		$53M Buy
453,269
+70,729
+18% +$7.89M 0.07% 221
2025
Q1 		$42.6M Buy
382,540
+106,245
+38% +$11.1M 0.06% 235
2024
Q4 		$27.5M Buy
276,295
+163,494
+145% +$15.1M 0.04% 296
2024
Q3 		$9.28M Sell
112,801
-61,322
-35% -$4.68M 0.01% 459
2024
Q2 		$14.3M Buy
174,123
+61,077
+54% +$5.39M 0.02% 384
2024
Q1 		$10M Buy
113,046
+10,899
+11% +$875K 0.01% 437
2023
Q4 		$7.86M Buy
102,147
+12,243
+14% +$1.01M 0.01% 470
2023
Q3 		$7.46M Sell
89,904
-16,692
-16% -$1.42M 0.01% 472
2023
Q2 		$8.93M Buy
106,596
+25,827
+32% +$2.06M 0.01% 467
2023
Q1 		$6.14M Sell
80,769
-99,323
-55% -$8.18M 0.01% 512
2022
Q4 		$17M Sell
180,092
-21,689
-11% -$2.15M 0.03% 332
2022
Q3 		$19M Sell
201,781
-58,920
-23% -$5.54M 0.03% 322
2022
Q2 		$21.1M Sell
260,701
-43,932
-14% -$3.97M 0.03% 316
2022
Q1 		$26.5M Buy
304,633
+6,913
+2% +$507K 0.04% 304
2021
Q4 		$19.2M Buy
297,720
+229,481
+336% +$14.6M 0.03% 375
2021
Q3 		$4.2M Buy
+68,239
New +$3.83M 0.01% 608

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

Mackenzie Financial's EXE Position: Q2 2026 in Review

Mackenzie Financial reduced its Expand Energy Corp (EXE) stake by 82% in Q2 2026, selling an estimated $27.2M and leaving 62,314 shares worth $5.68M. The position accounts for 0.01% of the portfolio, ranked #799.

Mackenzie Financial first reported a position in EXE in Q3 2021 and has held it in 20 quarters since. The position peaked at $55.3M in Q4 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Mackenzie Financial held 62,314 shares of Expand Energy Corp worth $5.68M as of Q2 2026.
  • Mackenzie Financial sold 286,437 Expand Energy Corp shares in Q2 2026, an estimated $27.2M.
  • Expand Energy Corp made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #799 holding.
  • Mackenzie Financial first reported a position in Expand Energy Corp in Q3 2021 and has held it in 20 quarters since.
  • Mackenzie Financial's Expand Energy Corp position peaked at $55.3M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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