RIA
EXE

Recurrent Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Recurrent Investment Advisors’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 		$1.43M Buy
15,646
+5,957
+61% +$566K 0.09% 50
2026
Q1 		$1.06M Hold
9,689
– – 0.06% 49
2025
Q4 		$1.07M Hold
9,689
– – 0.08% 50
2025
Q3 		$1.03M Hold
9,689
– – 0.08% 47
2025
Q2 		$1.13M Buy
9,689
+42
+0.4% +$4.69K 0.09% 46
2025
Q1 		$1.07M Buy
9,647
+2,850
+42% +$296K 0.09% 46
2024
Q4 		$677K Buy
+6,797
New +$627K 0.06% 50

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

Recurrent Investment Advisors's EXE Position: Q2 2026 in Review

Recurrent Investment Advisors increased its Expand Energy Corp (EXE) stake by 61% in Q2 2026, buying an estimated $566K and bringing the position to 15,646 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #50.

Recurrent Investment Advisors first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Recurrent Investment Advisors held 15,646 shares of Expand Energy Corp worth $1.43M as of Q2 2026.
  • Recurrent Investment Advisors bought 5,957 Expand Energy Corp shares in Q2 2026, an estimated $566K.
  • Expand Energy Corp made up 0.09% of Recurrent Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Recurrent Investment Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.