MYIA
EXE

Mount Yale Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Mount Yale Investment Advisors’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
39,198
+6,725
+21% +$639K 0.07% 282
2026
Q1 		$3.56M Buy
32,473
+28,653
+750% +$3.06M 0.08% 244
2025
Q4 		$422K Buy
+3,820
New +$424K 0.02% 502
2025
Q3 		– Sell
-178
Closed -$20.8K – 1667
2025
Q2 		$20.8K Buy
+178
New +$19.9K ﹤0.01% 1033

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

Mount Yale Investment Advisors's EXE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Expand Energy Corp (EXE) stake by 21% in Q2 2026, buying an estimated $639K and bringing the position to 39,198 shares worth $3.57M. The position accounts for 0.07% of the portfolio, ranked #282.

Mount Yale Investment Advisors first reported a position in EXE in Q2 2025 and has held it in 4 quarters since. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Mount Yale Investment Advisors held 39,198 shares of Expand Energy Corp worth $3.57M as of Q2 2026.
  • Mount Yale Investment Advisors bought 6,725 Expand Energy Corp shares in Q2 2026, an estimated $639K.
  • Expand Energy Corp made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #282 holding.
  • Mount Yale Investment Advisors first reported a position in Expand Energy Corp in Q2 2025 and has held it in 4 quarters since.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.