MCM
EXE

MAI Capital Management’s Expand Energy Corp EXE Stock Holding History

MAI Capital Management’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 		$583K Sell
6,392
-869
-12% -$82.5K ﹤0.01% 1231
2026
Q1 		$797K Buy
7,261
+6,607
+1,010% +$705K ﹤0.01% 849
2025
Q4 		$72.2K Buy
654
+54
+9% +$5.99K ﹤0.01% 1812
2025
Q3 		$63.7K Sell
600
-5
-0.8% -$502 ﹤0.01% 1794
2025
Q2 		$70.7K Buy
605
+339
+127% +$37.8K ﹤0.01% 1661
2025
Q1 		$29.6K Sell
266
-15
-5% -$1.56K ﹤0.01% 2010
2024
Q4 		$27.9K Buy
+281
New +$25.9K ﹤0.01% 2064

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

MAI Capital Management's EXE Position: Q2 2026 in Review

MAI Capital Management reduced its Expand Energy Corp (EXE) stake by 12% in Q2 2026, selling an estimated $82.5K and leaving 6,392 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

MAI Capital Management first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $797K in Q1 2026. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • MAI Capital Management held 6,392 shares of Expand Energy Corp worth $583K as of Q2 2026.
  • MAI Capital Management sold 869 Expand Energy Corp shares in Q2 2026, an estimated $82.5K.
  • Expand Energy Corp made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1231 holding.
  • MAI Capital Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • MAI Capital Management's Expand Energy Corp position peaked at $797K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.