Stifel Financial
EXE

Stifel Financial’s Expand Energy Corp EXE Stock Holding History

Stifel Financial’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 		$7.84M Buy
86,022
+4,682
+6% +$445K 0.01% 1162
2026
Q1 		$8.93M Buy
81,340
+3,511
+5% +$375K 0.01% 1018
2025
Q4 		$8.59M Buy
77,829
+1,083
+1% +$120K 0.01% 1031
2025
Q3 		$8.15M Buy
76,746
+5,095
+7% +$511K 0.01% 1036
2025
Q2 		$8.38M Sell
71,651
-2,016
-3% -$225K 0.01% 981
2025
Q1 		$8.2M Sell
73,667
-8,282
-10% -$862K 0.01% 936
2024
Q4 		$8.16M Sell
81,949
-11,216
-12% -$1.04M 0.01% 952
2024
Q3 		$7.66M Buy
93,165
+11,088
+14% +$847K 0.01% 971
2024
Q2 		$6.75M Buy
82,077
+4,782
+6% +$422K 0.01% 974
2024
Q1 		$6.87M Sell
77,295
-20,073
-21% -$1.61M 0.01% 976
2023
Q4 		$7.49M Sell
97,368
-17,455
-15% -$1.43M 0.01% 893
2023
Q3 		$9.9M Buy
114,823
+9,332
+9% +$792K 0.01% 723
2023
Q2 		$8.83M Buy
105,491
+13,202
+14% +$1.05M 0.01% 766
2023
Q1 		$7.02M Buy
92,289
+22,762
+33% +$1.87M 0.01% 833
2022
Q4 		$6.56M Buy
69,527
+1,931
+3% +$191K 0.01% 855
2022
Q3 		$6.37M Buy
67,596
+13,315
+25% +$1.25M 0.01% 826
2022
Q2 		$4.4M Buy
54,281
+11,145
+26% +$1.01M 0.01% 1036
2022
Q1 		$3.75M Buy
43,136
+24,411
+130% +$1.79M 0.01% 1212
2021
Q4 		$1.21M Buy
18,725
+12,251
+189% +$777K ﹤0.01% 1976
2021
Q3 		$399K Buy
6,474
+976
+18% +$54.7K ﹤0.01% 2707
2021
Q2 		$285K Buy
+5,498
New +$274K ﹤0.01% 2932

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

Stifel Financial's EXE Position: Q2 2026 in Review

Stifel Financial increased its Expand Energy Corp (EXE) stake by 5.8% in Q2 2026, buying an estimated $445K and bringing the position to 86,022 shares worth $7.84M. The position accounts for 0.01% of the portfolio, ranked #1162.

Stifel Financial first reported a position in EXE in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.9M in Q3 2023. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Stifel Financial held 86,022 shares of Expand Energy Corp worth $7.84M as of Q2 2026.
  • Stifel Financial bought 4,682 Expand Energy Corp shares in Q2 2026, an estimated $445K.
  • Expand Energy Corp made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1162 holding.
  • Stifel Financial first reported a position in Expand Energy Corp in Q2 2021 and has held it in 21 quarters since.
  • Stifel Financial's Expand Energy Corp position peaked at $9.9M in Q3 2023.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.