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

Marathon 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	$510K	Buy	5,591 +340	+6%	+$32.3K	0.1%	112
2026 Q1	$576K	Sell	5,251 -6,660	-56%	-$711K	0.13%	96
2025 Q4	$1.31M	Buy	11,911 +392	+3%	+$43.5K	0.28%	60
2025 Q3	$1.22M	Sell	11,519 -145	-1%	-$14.6K	0.28%	63
2025 Q2	$1.36M	Sell	11,664 -815	-7%	-$90.9K	0.35%	55
2025 Q1	$1.39M	Sell	12,479 -127	-1%	-$13.2K	0.37%	56
2024 Q4	$1.25M	Buy	+12,606	New	+$1.16M	0.31%	57

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

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

Marathon Capital Management increased its Expand Energy Corp (EXE) stake by 6.5% in Q2 2026, buying an estimated $32.3K and bringing the position to 5,591 shares worth $510K. The position accounts for 0.1% of the portfolio, ranked #112.

Marathon Capital Management first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2025. 850 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Marathon Capital Management held 5,591 shares of Expand Energy Corp worth $510K as of Q2 2026.
Marathon Capital Management bought 340 Expand Energy Corp shares in Q2 2026, an estimated $32.3K.
Expand Energy Corp made up 0.1% of Marathon Capital Management's portfolio in Q2 2026, its #112 holding.
Marathon Capital Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
Marathon Capital Management's Expand Energy Corp position peaked at $1.39M in Q1 2025.
850 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.