R Squared’s Expand Energy Corp EXE Stock Holding History

R Squared’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	-2,436	Closed	-$267K	–	717
2026 Q1	$267K	Buy	+2,436	New	+$260K	0.15%	238
2025 Q3	–	Sell	-7,890	Closed	-$923K	–	738
2025 Q2	$923K	Buy	7,890 +4,430	+128%	+$494K	0.51%	41
2025 Q1	$385K	Buy	3,460 +2,610	+307%	+$272K	0.41%	79
2024 Q4	$84.6K	Buy	+850	New	+$78.5K	0.08%	309

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

R Squared's EXE Position: Q2 2026 in Review

R Squared sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 2,436 shares — an estimated $267K sold.

R Squared first reported a position in EXE in Q4 2024 and held it in 4 quarters. The position peaked at $923K in Q2 2025. 845 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

R Squared reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
R Squared sold 2,436 Expand Energy Corp shares in Q2 2026, an estimated $267K.
R Squared first reported a position in Expand Energy Corp in Q4 2024 and held it in 4 quarters.
R Squared's Expand Energy Corp position peaked at $923K in Q2 2025.
845 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.