Morgan Stanley
EXE

Morgan Stanley’s Expand Energy Corp EXE Stock Holding History

Morgan Stanley’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 		$297M Sell
3,256,729
-58,844
-2% -$5.59M 0.02% 805
2026
Q1 		$364M Buy
3,315,573
+132,396
+4% +$14.1M 0.02% 662
2025
Q4 		$351M Buy
3,183,177
+138,381
+5% +$15.3M 0.02% 670
2025
Q3 		$323M Buy
3,044,796
+85,048
+3% +$8.53M 0.02% 690
2025
Q2 		$346M Buy
2,959,748
+869,761
+42% +$97.1M 0.02% 631
2025
Q1 		$233M Buy
2,089,987
+450,833
+28% +$46.9M 0.02% 766
2024
Q4 		$163M Buy
1,639,154
+925,444
+130% +$85.4M 0.01% 938
2024
Q3 		$58.7M Buy
713,710
+30,367
+4% +$2.32M ﹤0.01% 1676
2024
Q2 		$56.2M Sell
683,343
-313,399
-31% -$27.7M ﹤0.01% 1643
2024
Q1 		$88.5M Buy
996,742
+273,570
+38% +$22M 0.01% 1283
2023
Q4 		$55.6M Sell
723,172
-130,818
-15% -$10.7M ﹤0.01% 1618
2023
Q3 		$73.6M Buy
853,990
+142,472
+20% +$12.1M 0.01% 1266
2023
Q2 		$59.5M Buy
711,518
+214,876
+43% +$17.1M 0.01% 1436
2023
Q1 		$37.8M Buy
496,642
+81,270
+20% +$6.69M ﹤0.01% 1814
2022
Q4 		$39.2M Sell
415,372
-92,885
-18% -$9.2M ﹤0.01% 1710
2022
Q3 		$47.9M Buy
508,257
+156,205
+44% +$14.7M 0.01% 1344
2022
Q2 		$28.6M Buy
352,052
+156,343
+80% +$14.1M ﹤0.01% 1893
2022
Q1 		$17M Sell
195,709
-14,544
-7% -$1.07M ﹤0.01% 2286
2021
Q4 		$13.6M Sell
210,253
-40,046
-16% -$2.54M ﹤0.01% 2582
2021
Q3 		$15.4M Buy
250,299
+190,646
+320% +$10.7M ﹤0.01% 2378
2021
Q2 		$3.1M Sell
59,653
-19,566
-25% -$977K ﹤0.01% 4255
2021
Q1 		$3.44M Buy
+79,219
New +$3.49M ﹤0.01% 3793

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

Morgan Stanley's EXE Position: Q2 2026 in Review

Morgan Stanley reduced its Expand Energy Corp (EXE) stake by 1.8% in Q2 2026, selling an estimated $5.59M and leaving 3,256,729 shares worth $297M. The position accounts for 0.02% of the portfolio, ranked #805.

Morgan Stanley first reported a position in EXE in Q1 2021 and has held it in 22 quarters since. The position peaked at $364M in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Morgan Stanley held 3,256,729 shares of Expand Energy Corp worth $297M as of Q2 2026.
  • Morgan Stanley sold 58,844 Expand Energy Corp shares in Q2 2026, an estimated $5.59M.
  • Expand Energy Corp made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #805 holding.
  • Morgan Stanley first reported a position in Expand Energy Corp in Q1 2021 and has held it in 22 quarters since.
  • Morgan Stanley's Expand Energy Corp position peaked at $364M in Q1 2026.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.