NewEdge Advisors’s Expand Energy Corp EXE Stock Holding History

NewEdge 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	$3.25M	Buy	35,673 +27,492	+336%	+$2.61M	0.01%	964
2026 Q1	$898K	Buy	8,181 +3,685	+82%	+$393K	﹤0.01%	1562
2025 Q4	$496K	Buy	4,496 +4,480	+28,000%	+$497K	﹤0.01%	1975
2025 Q3	$1.69K	Sell	16 -6,857	-100%	-$688K	﹤0.01%	3807
2025 Q2	$804K	Sell	6,873 -6,580	-49%	-$734K	﹤0.01%	1414
2025 Q1	$1.5M	Buy	13,453 +9,108	+210%	+$948K	0.01%	989
2024 Q4	$432K	Buy	4,345 +4,091	+1,611%	+$378K	﹤0.01%	1647
2024 Q3	$20.9K	Sell	254 -41	-14%	-$3.13K	﹤0.01%	2704
2024 Q2	$24.2K	Sell	295 -12,006	-98%	-$1.06M	﹤0.01%	2574
2024 Q1	$1.09M	Sell	12,301 -665	-5%	-$53.4K	0.01%	964
2023 Q4	$973K	Buy	12,966 +1,836	+16%	+$151K	0.01%	946
2023 Q3	$960K	Buy	11,130 +10,987	+7,683%	+$932K	0.01%	876
2023 Q2	$12K	Sell	143 -36	-20%	-$2.87K	﹤0.01%	2546
2023 Q1	$13.6K	Sell	179 -1,666	-90%	-$137K	﹤0.01%	2476
2022 Q4	$16.7K	Buy	+1,845	New	+$183K	﹤0.01%	2186

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

NewEdge Advisors's EXE Position: Q2 2026 in Review

NewEdge Advisors increased its Expand Energy Corp (EXE) stake by 336% in Q2 2026, buying an estimated $2.61M and bringing the position to 35,673 shares worth $3.25M. The position accounts for 0.01% of the portfolio, ranked #964.

NewEdge Advisors first reported a position in EXE in Q4 2022 and has held it in 15 quarters since. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

NewEdge Advisors held 35,673 shares of Expand Energy Corp worth $3.25M as of Q2 2026.
NewEdge Advisors bought 27,492 Expand Energy Corp shares in Q2 2026, an estimated $2.61M.
Expand Energy Corp made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #964 holding.
NewEdge Advisors first reported a position in Expand Energy Corp in Q4 2022 and has held it in 15 quarters since.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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