River Road Asset Management’s Expand Energy Corp EXE Stock Holding History

River Road Asset 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	$2.39M	Sell	26,232 -1,854	-7%	-$176K	0.03%	172
2026 Q1	$3.08M	Sell	28,086 -1,947	-6%	-$208K	0.04%	169
2025 Q4	$3.31M	Sell	30,033 -17,183	-36%	-$1.91M	0.04%	164
2025 Q3	$5.02M	Sell	47,216 -1,003	-2%	-$101K	0.06%	166
2025 Q2	$5.05M	Sell	48,219 -39,138	-45%	-$4.37M	0.06%	168
2025 Q1	$9.72M	Sell	87,357 -4,744	-5%	-$494K	0.13%	126
2024 Q4	$9.17M	Buy	+92,101	New	+$8.5M	0.12%	127
2024 Q2	–	Sell	-195,727	Closed	-$17.4M	–	177
2024 Q1	$17.4M	Sell	195,727 -16,338	-8%	-$1.31M	0.23%	106
2023 Q4	$16.3M	Sell	212,065 -46,589	-18%	-$3.83M	0.23%	109
2023 Q3	$22.3M	Sell	258,654 -3,817	-1%	-$324K	0.32%	95
2023 Q2	$22M	Buy	262,471 +8,895	+4%	+$710K	0.3%	96
2023 Q1	$19.3M	Buy	253,576 +19,822	+8%	+$1.63M	0.26%	104
2022 Q4	$22.1M	Sell	233,754 -10,443	-4%	-$1.03M	0.3%	97
2022 Q3	$23M	Sell	244,197 -11,040	-4%	-$1.04M	0.34%	90
2022 Q2	$20.7M	Sell	255,237 -101,045	-28%	-$9.13M	0.29%	96
2022 Q1	$31M	Buy	356,282 +3,193	+0.9%	+$234K	0.34%	81
2021 Q4	$22.8M	Buy	+353,089	New	+$22.4M	0.24%	102

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

River Road Asset Management's EXE Position: Q2 2026 in Review

River Road Asset Management reduced its Expand Energy Corp (EXE) stake by 6.6% in Q2 2026, selling an estimated $176K and leaving 26,232 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #172.

River Road Asset Management first reported a position in EXE in Q4 2021 and has held it in 17 quarters since. The position peaked at $31M in Q1 2022. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

River Road Asset Management held 26,232 shares of Expand Energy Corp worth $2.39M as of Q2 2026.
River Road Asset Management sold 1,854 Expand Energy Corp shares in Q2 2026, an estimated $176K.
Expand Energy Corp made up 0.03% of River Road Asset Management's portfolio in Q2 2026, its #172 holding.
River Road Asset Management first reported a position in Expand Energy Corp in Q4 2021 and has held it in 17 quarters since.
River Road Asset Management's Expand Energy Corp position peaked at $31M in Q1 2022.
853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.