Ray Dalio’s Expand Energy Corp EXE Stock Holding History

Ray Dalio’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	$40.8M	Buy	+447,886	New	+$42.5M	0.17%	98
2026 Q1	–	Sell	-13,926	Closed	-$1.54M	–	1253
2025 Q4	$1.54M	Buy	13,926 +3,238	+30%	+$359K	0.01%	818
2025 Q3	$1.14M	Buy	+10,688	New	+$1.07M	﹤0.01%	835
2024 Q2	–	Sell	-57,804	Closed	-$5.13M	–	948
2024 Q1	$5.13M	Sell	57,804 -40,777	-41%	-$3.27M	0.03%	374
2023 Q4	$7.58M	Sell	98,581 -1,379	-1%	-$113K	0.04%	301
2023 Q3	$8.62M	Buy	+99,960	New	+$8.48M	0.05%	259

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 $3.38T AUM 44.17% 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

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Ray Dalio's EXE Position: Q2 2026 in Review

Ray Dalio opened a new position in Expand Energy Corp (EXE) in Q2 2026: 447,886 shares worth $40.8M. The stake represents 0.17% of the portfolio and ranks #98 among its holdings. This is a return to the name: Ray Dalio previously reported a position in EXE as recently as Q4 2025.

Ray Dalio first reported a position in EXE in Q3 2023 and has held it in 6 quarters since. 855 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Ray Dalio held 447,886 shares of Expand Energy Corp worth $40.8M as of Q2 2026.
Expand Energy Corp was a new Ray Dalio position in Q2 2026.
Expand Energy Corp made up 0.17% of Ray Dalio's portfolio in Q2 2026, its #98 holding.
Ray Dalio first reported a position in Expand Energy Corp in Q3 2023 and has held it in 6 quarters since.
855 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.