Ritholtz Wealth Management’s Expand Energy Corp EXE Stock Holding History

Ritholtz Wealth 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	$402K	Buy	4,411 +945	+27%	+$89.8K	0.01%	935
2026 Q1	$380K	Buy	3,466 +547	+19%	+$58.4K	0.01%	888
2025 Q4	$322K	Buy	2,919 +597	+26%	+$66.2K	0.01%	859
2025 Q3	$247K	Sell	2,322 -789	-25%	-$79.2K	﹤0.01%	911
2025 Q2	$364K	Buy	3,111 +812	+35%	+$90.6K	0.01%	735
2025 Q1	$256K	Hold	2,299	–	–	0.01%	789
2024 Q4	$229K	Buy	+2,299	New	+$212K	0.01%	784

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

Ritholtz Wealth Management's EXE Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Expand Energy Corp (EXE) stake by 27% in Q2 2026, buying an estimated $89.8K and bringing the position to 4,411 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #935.

Ritholtz Wealth Management first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Ritholtz Wealth Management held 4,411 shares of Expand Energy Corp worth $402K as of Q2 2026.
Ritholtz Wealth Management bought 945 Expand Energy Corp shares in Q2 2026, an estimated $89.8K.
Expand Energy Corp made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #935 holding.
Ritholtz Wealth Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.