OC
EXE

Oakworth Capital’s Expand Energy Corp EXE Stock Holding History

Oakworth Capital’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 		$113K Hold
1,244
– – 0.01% 348
2026
Q1 		$137K Hold
1,244
– – 0.01% 307
2025
Q4 		$137K Hold
1,244
– – 0.01% 298
2025
Q3 		$132K Sell
1,244
-1,191
-49% -$120K 0.01% 298
2025
Q2 		$285K Hold
2,435
– – 0.02% 173
2025
Q1 		$271K Hold
2,435
– – 0.02% 174
2024
Q4 		$242K Buy
+2,435
New +$225K 0.02% 192

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

Oakworth Capital's EXE Position: Q2 2026 in Review

Oakworth Capital held its Expand Energy Corp (EXE) position steady in Q2 2026 at 1,244 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #348.

Oakworth Capital first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q2 2025. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Oakworth Capital held 1,244 shares of Expand Energy Corp worth $113K as of Q2 2026.
  • Oakworth Capital left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #348 holding.
  • Oakworth Capital first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • Oakworth Capital's Expand Energy Corp position peaked at $285K in Q2 2025.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.