QFW
EXE

QTR Family Wealth’s Expand Energy Corp EXE Stock Holding History

QTR Family Wealth’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 		$207K Sell
2,265
-1,283
-36% -$122K 0.07% 316
2026
Q1 		$340K Buy
+3,548
New +$379K 0.14% 169

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

QTR Family Wealth's EXE Position: Q2 2026 in Review

QTR Family Wealth reduced its Expand Energy Corp (EXE) stake by 36% in Q2 2026, selling an estimated $122K and leaving 2,265 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #316.

QTR Family Wealth first reported a position in EXE in Q1 2026 and has held it in 2 quarters since. The position peaked at $340K in Q1 2026. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • QTR Family Wealth held 2,265 shares of Expand Energy Corp worth $207K as of Q2 2026.
  • QTR Family Wealth sold 1,283 Expand Energy Corp shares in Q2 2026, an estimated $122K.
  • Expand Energy Corp made up 0.07% of QTR Family Wealth's portfolio in Q2 2026, its #316 holding.
  • QTR Family Wealth first reported a position in Expand Energy Corp in Q1 2026 and has held it in 2 quarters since.
  • QTR Family Wealth's Expand Energy Corp position peaked at $340K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.