MFG
EXE

Merit Financial Group’s Expand Energy Corp EXE Stock Holding History

Merit Financial 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 		$3.33M Buy
36,530
+10,217
+39% +$970K 0.02% 551
2026
Q1 		$2.89M Buy
26,313
+4,136
+19% +$442K 0.02% 548
2025
Q4 		$2.45M Buy
22,177
+6,329
+40% +$702K 0.02% 565
2025
Q3 		$1.68M Sell
15,848
-1,284
-7% -$129K 0.02% 643
2025
Q2 		$2M Sell
17,132
-175
-1% -$19.5K 0.02% 521
2025
Q1 		$1.93M Sell
17,307
-413
-2% -$43K 0.03% 428
2024
Q4 		$1.76M Buy
+17,720
New +$1.64M 0.03% 381
2024
Q3 		– Sell
-7,385
Closed -$607K – 978
2024
Q2 		$607K Buy
+7,385
New +$652K 0.01% 538

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

Merit Financial Group's EXE Position: Q2 2026 in Review

Merit Financial Group increased its Expand Energy Corp (EXE) stake by 39% in Q2 2026, buying an estimated $970K and bringing the position to 36,530 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #551.

Merit Financial Group first reported a position in EXE in Q2 2024 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Merit Financial Group held 36,530 shares of Expand Energy Corp worth $3.33M as of Q2 2026.
  • Merit Financial Group bought 10,217 Expand Energy Corp shares in Q2 2026, an estimated $970K.
  • Expand Energy Corp made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #551 holding.
  • Merit Financial Group first reported a position in Expand Energy Corp in Q2 2024 and has held it in 8 quarters since.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.