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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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. 156 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.
  • 156 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.