MFS
EXE

Mattson Financial Services’s Expand Energy Corp EXE Stock Holding History

Mattson Financial Services’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 		$543K Buy
6,153
+728
+13% +$69.1K 0.11% 143
2026
Q1 		$596K Buy
5,425
+2,170
+67% +$232K 0.14% 138
2025
Q4 		$359K Buy
3,255
+1,093
+51% +$121K 0.08% 156
2025
Q3 		$230K Buy
+2,162
New +$217K 0.05% 172
2025
Q2 		– Sell
-1,952
Closed -$217K – 354
2025
Q1 		$217K Buy
+1,952
New +$203K 0.07% 143

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

Mattson Financial Services's EXE Position: Q2 2026 in Review

Mattson Financial Services increased its Expand Energy Corp (EXE) stake by 13% in Q2 2026, buying an estimated $69.1K and bringing the position to 6,153 shares worth $543K. The position accounts for 0.11% of the portfolio, ranked #143.

Mattson Financial Services first reported a position in EXE in Q1 2025 and has held it in 5 quarters since. The position peaked at $596K in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Mattson Financial Services held 6,153 shares of Expand Energy Corp worth $543K as of Q2 2026.
  • Mattson Financial Services bought 728 Expand Energy Corp shares in Q2 2026, an estimated $69.1K.
  • Expand Energy Corp made up 0.11% of Mattson Financial Services's portfolio in Q2 2026, its #143 holding.
  • Mattson Financial Services first reported a position in Expand Energy Corp in Q1 2025 and has held it in 5 quarters since.
  • Mattson Financial Services's Expand Energy Corp position peaked at $596K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.