OHIS
EXE

Oak Harvest Investment Services’s Expand Energy Corp EXE Stock Holding History

Oak Harvest Investment Services’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 		$253K Sell
2,775
-75,786
-96% -$7.2M 0.02% 146
2026
Q1 		$8.62M Buy
78,561
+6,342
+9% +$677K 0.9% 37
2025
Q4 		$7.97M Buy
72,219
+69,673
+2,737% +$7.73M 0.87% 37
2025
Q3 		$271K Buy
2,546
+20
+0.8% +$2.01K 0.03% 152
2025
Q2 		$295K Buy
2,526
+12
+0.5% +$1.34K 0.04% 138
2025
Q1 		$280K Sell
2,514
-560
-18% -$58.3K 0.04% 122
2024
Q4 		$306K Buy
+3,074
New +$284K 0.04% 133

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCP
TMB Capital Partners Little Rock, Arkansas $321M AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Oak Harvest Investment Services's EXE Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Expand Energy Corp (EXE) stake by 96% in Q2 2026, selling an estimated $7.2M and leaving 2,775 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #146.

Oak Harvest Investment Services first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.62M in Q1 2026. 190 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Oak Harvest Investment Services held 2,775 shares of Expand Energy Corp worth $253K as of Q2 2026.
  • Oak Harvest Investment Services sold 75,786 Expand Energy Corp shares in Q2 2026, an estimated $7.2M.
  • Expand Energy Corp made up 0.02% of Oak Harvest Investment Services's portfolio in Q2 2026, its #146 holding.
  • Oak Harvest Investment Services first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • Oak Harvest Investment Services's Expand Energy Corp position peaked at $8.62M in Q1 2026.
  • 190 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.