MG
EXE

Mather Group’s Expand Energy Corp EXE Stock Holding History

Mather Group’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 		$9.3K Buy
102
+27
+36% +$2.56K ﹤0.01% 1515
2026
Q1 		$8.23K Buy
+75
New +$8.01K ﹤0.01% 1495
2025
Q4 		– Sell
-40
Closed -$4.25K – 1699
2025
Q3 		$4.25K Buy
+40
New +$4.01K ﹤0.01% 1424
2025
Q2 		– Sell
-2
Closed -$223 – 1779
2025
Q1 		$223 Hold
2
– – ﹤0.01% 1723
2024
Q4 		$199 Hold
2
– – ﹤0.01% 1699
2024
Q3 		$165 Sell
2
-681
-100% -$52K ﹤0.01% 1665
2024
Q2 		$60.7K Buy
683
+637
+1,385% +$56.3K ﹤0.01% 949
2024
Q1 		$3.54K Buy
+46
New +$3.69K ﹤0.01% 1424

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

Mather Group's EXE Position: Q2 2026 in Review

Mather Group increased its Expand Energy Corp (EXE) stake by 36% in Q2 2026, buying an estimated $2.56K and bringing the position to 102 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Mather Group first reported a position in EXE in Q1 2024 and has held it in 8 quarters since. The position peaked at $60.7K in Q2 2024. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Mather Group held 102 shares of Expand Energy Corp worth $9.3K as of Q2 2026.
  • Mather Group bought 27 Expand Energy Corp shares in Q2 2026, an estimated $2.56K.
  • Expand Energy Corp made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1515 holding.
  • Mather Group first reported a position in Expand Energy Corp in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Expand Energy Corp position peaked at $60.7K in Q2 2024.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.