RIM
EXE

Rakuten Investment Management’s Expand Energy Corp EXE Stock Holding History

Rakuten Investment Management’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 		$3.43M Buy
39,196
+3,850
+11% +$366K 0.01% 338
2026
Q1 		$3.94M Buy
35,346
+4,016
+13% +$429K 0.01% 297
2025
Q4 		$3.5M Buy
31,330
+31,130
+15,565% +$3.45M 0.01% 337
2025
Q3 		$8.4K Buy
+200
New +$20.1K ﹤0.01% 631
2025
Q1 		$2.13M Buy
+19,158
New +$1.99M 0.01% 363
2024
Q3 		$168K Buy
2,038
+509
+33% +$38.9K ﹤0.01% 501
2024
Q2 		$126K Buy
1,529
+567
+59% +$50.1K ﹤0.01% 500
2024
Q1 		$85.5K Buy
962
+881
+1,088% +$70.7K ﹤0.01% 496
2023
Q4 		$6.28K Buy
+81
New +$6.65K ﹤0.01% 512

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

Rakuten Investment Management's EXE Position: Q2 2026 in Review

Rakuten Investment Management increased its Expand Energy Corp (EXE) stake by 11% in Q2 2026, buying an estimated $366K and bringing the position to 39,196 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #338.

Rakuten Investment Management first reported a position in EXE in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.94M in Q1 2026. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Rakuten Investment Management held 39,196 shares of Expand Energy Corp worth $3.43M as of Q2 2026.
  • Rakuten Investment Management bought 3,850 Expand Energy Corp shares in Q2 2026, an estimated $366K.
  • Expand Energy Corp made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #338 holding.
  • Rakuten Investment Management first reported a position in Expand Energy Corp in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's Expand Energy Corp position peaked at $3.94M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.