PF
EXE

Phoenix Financial’s Expand Energy Corp EXE Stock Holding History

Phoenix Financial’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 		$190M Buy
2,080,338
+289,868
+16% +$27.5M 1.3% 22
2026
Q1 		$197M Buy
1,790,470
+434,000
+32% +$46.3M 1.86% 16
2025
Q4 		$150M Sell
1,356,470
-241,631
-15% -$26.8M 1.62% 17
2025
Q3 		$170M Buy
+1,598,101
New +$160M 2.07% 14

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

Phoenix Financial's EXE Position: Q2 2026 in Review

Phoenix Financial increased its Expand Energy Corp (EXE) stake by 16% in Q2 2026, buying an estimated $27.5M and bringing the position to 2,080,338 shares worth $190M. The position accounts for 1.3% of the portfolio, ranked #22.

Phoenix Financial first reported a position in EXE in Q3 2025 and has held it in 4 quarters since. The position peaked at $197M in Q1 2026. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Phoenix Financial held 2,080,338 shares of Expand Energy Corp worth $190M as of Q2 2026.
  • Phoenix Financial bought 289,868 Expand Energy Corp shares in Q2 2026, an estimated $27.5M.
  • Expand Energy Corp made up 1.3% of Phoenix Financial's portfolio in Q2 2026, its #22 holding.
  • Phoenix Financial first reported a position in Expand Energy Corp in Q3 2025 and has held it in 4 quarters since.
  • Phoenix Financial's Expand Energy Corp position peaked at $197M in Q1 2026.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.