MASM
EXE

MH & Associates Securities Management’s Expand Energy Corp EXE Stock Holding History

MH & Associates Securities 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 		$3.57M Buy
39,097
+6,286
+19% +$597K 3.2% 9
2026
Q1 		$3.6M Buy
32,811
+183
+0.6% +$19.5K 3.14% 10
2025
Q4 		$3.6M Buy
+32,628
New +$3.62M 2.94% 10

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 $3.38T AUM 44.17% 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

MH & Associates Securities Management's EXE Position: Q2 2026 in Review

MH & Associates Securities Management increased its Expand Energy Corp (EXE) stake by 19% in Q2 2026, buying an estimated $597K and bringing the position to 39,097 shares worth $3.57M. The position accounts for 3.2% of the portfolio, ranked #9.

MH & Associates Securities Management first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.6M in Q1 2026. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • MH & Associates Securities Management held 39,097 shares of Expand Energy Corp worth $3.57M as of Q2 2026.
  • MH & Associates Securities Management bought 6,286 Expand Energy Corp shares in Q2 2026, an estimated $597K.
  • Expand Energy Corp made up 3.2% of MH & Associates Securities Management's portfolio in Q2 2026, its #9 holding.
  • MH & Associates Securities Management first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • MH & Associates Securities Management's Expand Energy Corp position peaked at $3.6M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.