SHIM
EXE

Stone House Investment Management’s Expand Energy Corp EXE Stock Holding History

Stone House Investment Management’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 		$143K Buy
1,570
+19
+1% +$1.8K 0.02% 118
2026
Q1 		$170K Buy
1,551
+111
+8% +$11.9K 0.03% 90
2025
Q4 		$159K Buy
1,440
+829
+136% +$91.9K 0.02% 92
2025
Q3 		$64.9K Sell
611
-14
-2% -$1.41K 0.01% 136
2025
Q2 		$73.1K Buy
625
+2
+0.3% +$223 0.01% 128
2025
Q1 		$69.4K Buy
+623
New +$64.8K 0.01% 122
2024
Q4 		– Sell
-844
Closed -$69.4K – 375
2024
Q3 		$69.4K Buy
844
+2
+0.2% +$153 0.01% 98
2024
Q2 		$69.2K Buy
842
+520
+161% +$45.9K 0.02% 101
2024
Q1 		$28.6K Buy
+322
New +$25.9K 0.01% 166

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 $3.38T AUM 44.17% 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

Stone House Investment Management's EXE Position: Q2 2026 in Review

Stone House Investment Management increased its Expand Energy Corp (EXE) stake by 1.2% in Q2 2026, buying an estimated $1.8K and bringing the position to 1,570 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #118.

Stone House Investment Management first reported a position in EXE in Q1 2024 and has held it in 9 quarters since. The position peaked at $170K in Q1 2026. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Stone House Investment Management held 1,570 shares of Expand Energy Corp worth $143K as of Q2 2026.
  • Stone House Investment Management bought 19 Expand Energy Corp shares in Q2 2026, an estimated $1.8K.
  • Expand Energy Corp made up 0.02% of Stone House Investment Management's portfolio in Q2 2026, its #118 holding.
  • Stone House Investment Management first reported a position in Expand Energy Corp in Q1 2024 and has held it in 9 quarters since.
  • Stone House Investment Management's Expand Energy Corp position peaked at $170K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.