SIMG
EXE

Stephens Investment Management Group’s Expand Energy Corp EXE Stock Holding History

Stephens Investment Management Group’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 		$74.3M Buy
814,640
+55,539
+7% +$5.27M 0.8% 54
2026
Q1 		$83.3M Sell
759,101
-2,810
-0.4% -$300K 1.14% 19
2025
Q4 		$84.1M Buy
761,911
+4,335
+0.6% +$481K 1.1% 24
2025
Q3 		$80.5M Sell
757,576
-93,142
-11% -$9.35M 1.04% 29
2025
Q2 		$99.5M Sell
850,718
-119,889
-12% -$13.4M 1.31% 15
2025
Q1 		$108M Sell
970,607
-56,957
-6% -$5.93M 1.56% 8
2024
Q4 		$102M Buy
+1,027,564
New +$94.9M 1.37% 11

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

Stephens Investment Management Group's EXE Position: Q2 2026 in Review

Stephens Investment Management Group increased its Expand Energy Corp (EXE) stake by 7.3% in Q2 2026, buying an estimated $5.27M and bringing the position to 814,640 shares worth $74.3M. The position accounts for 0.8% of the portfolio, ranked #54.

Stephens Investment Management Group first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $108M in Q1 2025. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Stephens Investment Management Group held 814,640 shares of Expand Energy Corp worth $74.3M as of Q2 2026.
  • Stephens Investment Management Group bought 55,539 Expand Energy Corp shares in Q2 2026, an estimated $5.27M.
  • Expand Energy Corp made up 0.8% of Stephens Investment Management Group's portfolio in Q2 2026, its #54 holding.
  • Stephens Investment Management Group first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • Stephens Investment Management Group's Expand Energy Corp position peaked at $108M in Q1 2025.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Stephens Investment Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.