SMH
EXE

Sanders Morris Harris’s Expand Energy Corp EXE Stock Holding History

Sanders Morris Harris’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 		– Sell
-6,255
Closed -$687K – 286
2026
Q1 		$687K Buy
6,255
+700
+13% +$74.7K 0.11% 156
2025
Q4 		$608K Hold
5,555
– – 0.94% 13
2025
Q3 		$590K Hold
5,555
– – 0.08% 159
2025
Q2 		$650K Hold
5,555
– – 0.16% 58
2025
Q1 		$618K Hold
5,555
– – 0.1% 139
2024
Q4 		$537K Buy
+5,555
New +$513K 0.08% 155

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 $3.37T AUM 44.26% 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

Sanders Morris Harris's EXE Position: Q2 2026 in Review

Sanders Morris Harris sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 6,255 shares — an estimated $687K sold.

Sanders Morris Harris first reported a position in EXE in Q4 2024 and held it in 6 quarters. The position peaked at $687K in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Sanders Morris Harris reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 6,255 Expand Energy Corp shares in Q2 2026, an estimated $687K.
  • Sanders Morris Harris first reported a position in Expand Energy Corp in Q4 2024 and held it in 6 quarters.
  • Sanders Morris Harris's Expand Energy Corp position peaked at $687K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.