OQS
EXE

Occudo Quantitative Strategies’s Expand Energy Corp EXE Stock Holding History

Occudo Quantitative Strategies’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
-4,761
Closed -$486K – 998
2026
Q1 		$486K Buy
+4,761
New +$508K 0.03% 502
2025
Q3 		– Sell
-3,077
Closed -$360K – 920
2025
Q2 		$360K Sell
3,077
-30,709
-91% -$3.43M 0.04% 425
2025
Q1 		$3.75M Buy
+33,786
New +$3.51M 0.5% 43
2024
Q2 		– Sell
-5,062
Closed -$543K – 1042
2024
Q1 		$543K Buy
+5,062
New +$406K 0.09% 283
2022
Q4 		– Sell
-33,525
Closed -$3.16M – 1439
2022
Q3 		$3.16M Buy
+33,525
New +$3.15M 0.25% 100

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

Occudo Quantitative Strategies's EXE Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 4,761 shares — an estimated $486K sold.

Occudo Quantitative Strategies first reported a position in EXE in Q3 2022 and held it in 5 quarters. The position peaked at $3.75M in Q1 2025. 845 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 4,761 Expand Energy Corp shares in Q2 2026, an estimated $486K.
  • Occudo Quantitative Strategies first reported a position in Expand Energy Corp in Q3 2022 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Expand Energy Corp position peaked at $3.75M in Q1 2025.
  • 845 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.