Steward Partners Investment Advisory’s Expand Energy Corp EXE Stock Holding History

Steward Partners Investment Advisory’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	$747K	Sell	8,191 -23,967	-75%	-$2.28M	﹤0.01%	1467
2026 Q1	$3.53M	Buy	32,158 +11,137	+53%	+$1.19M	0.02%	637
2025 Q4	$2.32M	Buy	21,021 +871	+4%	+$96.6K	0.01%	737
2025 Q3	$2.14M	Buy	20,150 +1,253	+7%	+$126K	0.01%	751
2025 Q2	$2.21M	Buy	18,897 +3,650	+24%	+$407K	0.02%	687
2025 Q1	$1.7M	Buy	15,247 +1,694	+12%	+$176K	0.02%	712
2024 Q4	$1.35M	Buy	13,553 +13,373	+7,429%	+$1.23M	0.01%	767
2024 Q3	$14.8K	Buy	180 +80	+80%	+$6.11K	﹤0.01%	2784
2024 Q2	$8.22K	Hold	100	–	–	﹤0.01%	2888
2024 Q1	$8.88K	Sell	100 -8	-7%	-$642	﹤0.01%	2854
2023 Q4	$8.31K	Buy	+108	New	+$8.87K	﹤0.01%	2780
2022 Q3	–	Sell	-4	Closed	–	–	3412
2022 Q2	$0	Buy	+4	New	+$361	﹤0.01%	3401

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Steward Partners Investment Advisory's EXE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Expand Energy Corp (EXE) stake by 75% in Q2 2026, selling an estimated $2.28M and leaving 8,191 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Steward Partners Investment Advisory first reported a position in EXE in Q2 2022 and has held it in 12 quarters since. The position peaked at $3.53M in Q1 2026. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Steward Partners Investment Advisory held 8,191 shares of Expand Energy Corp worth $747K as of Q2 2026.
Steward Partners Investment Advisory sold 23,967 Expand Energy Corp shares in Q2 2026, an estimated $2.28M.
Expand Energy Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1467 holding.
Steward Partners Investment Advisory first reported a position in Expand Energy Corp in Q2 2022 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Expand Energy Corp position peaked at $3.53M in Q1 2026.
854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.