NFSG
EXE

Newbridge Financial Services Group’s Expand Energy Corp EXE Stock Holding History

Newbridge Financial Services 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 		$73K Buy
+800
New +$76K 0.01% 396
2024
Q3 		– Sell
-200
Closed -$16.4K – 1134
2024
Q2 		$16.4K Sell
200
-100
-33% -$8.83K 0.01% 612
2024
Q1 		$26.6K Buy
300
+100
+50% +$8.03K 0.01% 543
2023
Q4 		$15.4K Hold
200
– – 0.01% 649
2023
Q3 		$17.2K Sell
200
-1,200
-86% -$102K 0.01% 679
2023
Q2 		$117K Sell
1,400
-100
-7% -$7.98K 0.06% 279
2023
Q1 		$114K Buy
+1,500
New +$123K 0.06% 297
2022
Q2 		– Sell
-150
Closed -$13K – 1553
2022
Q1 		$13K Hold
150
– – 0.01% 872
2021
Q4 		$10K Buy
+150
New +$9.52K ﹤0.01% 921

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

Newbridge Financial Services Group's EXE Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in Expand Energy Corp (EXE) in Q2 2026: 800 shares worth $73K. The stake represents 0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in EXE as recently as Q2 2024.

Newbridge Financial Services Group first reported a position in EXE in Q4 2021 and has held it in 9 quarters since. The position peaked at $117K in Q2 2023. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Newbridge Financial Services Group held 800 shares of Expand Energy Corp worth $73K as of Q2 2026.
  • Expand Energy Corp was a new Newbridge Financial Services Group position in Q2 2026.
  • Expand Energy Corp made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #396 holding.
  • Newbridge Financial Services Group first reported a position in Expand Energy Corp in Q4 2021 and has held it in 9 quarters since.
  • Newbridge Financial Services Group's Expand Energy Corp position peaked at $117K in Q2 2023.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.