RIL
EXE

Rothschild Investment LLC’s Expand Energy Corp EXE Stock Holding History

Rothschild Investment LLC’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 		$2.28M Buy
24,966
+20,042
+407% +$1.9M 0.09% 226
2026
Q1 		$541K Buy
4,924
+2,525
+105% +$270K 0.03% 381
2025
Q4 		$265K Buy
2,399
+531
+28% +$58.9K 0.01% 533
2025
Q3 		$198K Buy
1,868
+1,831
+4,949% +$184K 0.01% 614
2025
Q2 		$4.33K Buy
37
+14
+61% +$1.56K ﹤0.01% 1587
2025
Q1 		$2.56K Buy
23
+10
+77% +$1.04K ﹤0.01% 1746
2024
Q4 		$1.29K Buy
13
+2
+18% +$185 ﹤0.01% 2058
2024
Q3 		$905 Buy
11
+5
+83% +$382 ﹤0.01% 2239
2024
Q2 		$493 Buy
+6
New +$530 ﹤0.01% 2026

Other funds holding EXE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Rothschild Investment LLC's EXE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Expand Energy Corp (EXE) stake by 407% in Q2 2026, buying an estimated $1.9M and bringing the position to 24,966 shares worth $2.28M. The position accounts for 0.09% of the portfolio, ranked #226.

Rothschild Investment LLC first reported a position in EXE in Q2 2024 and has held it in 9 quarters since. 364 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Rothschild Investment LLC held 24,966 shares of Expand Energy Corp worth $2.28M as of Q2 2026.
  • Rothschild Investment LLC bought 20,042 Expand Energy Corp shares in Q2 2026, an estimated $1.9M.
  • Expand Energy Corp made up 0.09% of Rothschild Investment LLC's portfolio in Q2 2026, its #226 holding.
  • Rothschild Investment LLC first reported a position in Expand Energy Corp in Q2 2024 and has held it in 9 quarters since.
  • 364 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.