MGI
EXE

Miller Global Investments’s Expand Energy Corp EXE Stock Holding History

Miller Global Investments’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 		$453K Hold
4,972
– – 0.38% 90
2026
Q1 		$546K Sell
4,972
-92
-2% -$9.82K 0.5% 67
2025
Q4 		$559K Buy
+5,064
New +$562K 0.51% 62

Other funds holding EXE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Miller Global Investments's EXE Position: Q2 2026 in Review

Miller Global Investments held its Expand Energy Corp (EXE) position steady in Q2 2026 at 4,972 shares worth $453K. The position accounts for 0.38% of the portfolio, ranked #90.

Miller Global Investments first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $559K in Q4 2025. 341 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Miller Global Investments held 4,972 shares of Expand Energy Corp worth $453K as of Q2 2026.
  • Miller Global Investments left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up 0.38% of Miller Global Investments's portfolio in Q2 2026, its #90 holding.
  • Miller Global Investments first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • Miller Global Investments's Expand Energy Corp position peaked at $559K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.