Martingale Asset Management’s Expand Energy Corp EXE Stock Holding History

Martingale Asset 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	$6M	Buy	+65,801	New	+$6.25M	0.14%	155
2023 Q1	–	Sell	-2,600	Closed	-$245K	–	905
2022 Q4	$245K	Buy	+2,600	New	+$258K	﹤0.01%	756
2022 Q2	–	Sell	-5,225	Closed	-$455K	–	892
2022 Q1	$455K	Buy	+5,225	New	+$384K	0.01%	658
2021 Q3	–	Sell	-5,013	Closed	-$261K	–	945
2021 Q2	$261K	Buy	+5,013	New	+$250K	﹤0.01%	744

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

Martingale Asset Management's EXE Position: Q2 2026 in Review

Martingale Asset Management opened a new position in Expand Energy Corp (EXE) in Q2 2026: 65,801 shares worth $6M. The stake represents 0.14% of the portfolio and ranks #155 among its holdings. This is a return to the name: Martingale Asset Management previously reported a position in EXE as recently as Q4 2022.

Martingale Asset Management first reported a position in EXE in Q2 2021 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Martingale Asset Management held 65,801 shares of Expand Energy Corp worth $6M as of Q2 2026.
Expand Energy Corp was a new Martingale Asset Management position in Q2 2026.
Expand Energy Corp made up 0.14% of Martingale Asset Management's portfolio in Q2 2026, its #155 holding.
Martingale Asset Management first reported a position in Expand Energy Corp in Q2 2021 and has held it in 4 quarters since.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.