OFA
EXE

Oak Family Advisors’s Expand Energy Corp EXE Stock Holding History

Oak Family 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 		– Sell
-35,685
Closed -$3.92M – 130
2026
Q1 		$3.92M Buy
35,685
+7,120
+25% +$760K 1.1% 36
2025
Q4 		$3.15M Buy
+28,565
New +$3.17M 0.87% 36

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

Oak Family Advisors's EXE Position: Q2 2026 in Review

Oak Family Advisors sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 35,685 shares — an estimated $3.92M sold.

Oak Family Advisors first reported a position in EXE in Q4 2025 and held it in 2 quarters. The position peaked at $3.92M in Q1 2026. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Oak Family Advisors reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Oak Family Advisors sold 35,685 Expand Energy Corp shares in Q2 2026, an estimated $3.92M.
  • Oak Family Advisors first reported a position in Expand Energy Corp in Q4 2025 and held it in 2 quarters.
  • Oak Family Advisors's Expand Energy Corp position peaked at $3.92M in Q1 2026.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.