Raymond James Financial
EXE

Raymond James Financial’s Expand Energy Corp EXE Stock Holding History

Raymond James 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 		$40.6M Sell
444,863
-45,425
-9% -$4.31M 0.01% 1043
2026
Q1 		$53.8M Sell
490,288
-175,503
-26% -$18.7M 0.02% 812
2025
Q4 		$73.5M Buy
665,791
+293,149
+79% +$32.5M 0.02% 638
2025
Q3 		$39.6M Buy
372,642
+8,425
+2% +$845K 0.01% 950
2025
Q2 		$42.6M Sell
364,217
-86,028
-19% -$9.6M 0.01% 851
2025
Q1 		$50.1M Sell
450,245
-52,864
-11% -$5.5M 0.02% 718
2024
Q4 		$50.1M Buy
+503,109
New +$46.4M 0.02% 718

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

Raymond James Financial's EXE Position: Q2 2026 in Review

Raymond James Financial reduced its Expand Energy Corp (EXE) stake by 9.3% in Q2 2026, selling an estimated $4.31M and leaving 444,863 shares worth $40.6M. The position accounts for 0.01% of the portfolio, ranked #1043.

Raymond James Financial first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.5M in Q4 2025. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Raymond James Financial held 444,863 shares of Expand Energy Corp worth $40.6M as of Q2 2026.
  • Raymond James Financial sold 45,425 Expand Energy Corp shares in Q2 2026, an estimated $4.31M.
  • Expand Energy Corp made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1043 holding.
  • Raymond James Financial first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Expand Energy Corp position peaked at $73.5M in Q4 2025.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.