SFA
EXE

Sequoia Financial Advisors’s Expand Energy Corp EXE Stock Holding History

Sequoia Financial Advisors’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 		$627K Buy
6,872
+1,229
+22% +$117K ﹤0.01% 1194
2026
Q1 		$620K Buy
5,643
+2,281
+68% +$244K ﹤0.01% 1144
2025
Q4 		$371K Buy
3,362
+1,186
+55% +$132K ﹤0.01% 1447
2025
Q3 		$231K Sell
2,176
-99
-4% -$9.93K ﹤0.01% 1540
2025
Q2 		$266K Buy
2,275
+348
+18% +$38.8K ﹤0.01% 1325
2025
Q1 		$215K Sell
1,927
-252
-12% -$26.2K ﹤0.01% 1232
2024
Q4 		$217K Buy
+2,179
New +$201K ﹤0.01% 1182

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

Sequoia Financial Advisors's EXE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Expand Energy Corp (EXE) stake by 22% in Q2 2026, buying an estimated $117K and bringing the position to 6,872 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Sequoia Financial Advisors first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Sequoia Financial Advisors held 6,872 shares of Expand Energy Corp worth $627K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,229 Expand Energy Corp shares in Q2 2026, an estimated $117K.
  • Expand Energy Corp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1194 holding.
  • Sequoia Financial Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.