Sumitomo Mitsui DS Asset Management’s Expand Energy Corp EXE Stock Holding History

Sumitomo Mitsui DS Asset 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	$2.88M	Hold	31,560	–	–	0.02%	468
2026 Q1	$3.46M	Buy	31,560 +693	+2%	+$74K	0.03%	402
2025 Q4	$3.41M	Buy	30,867 +2,474	+9%	+$274K	0.03%	401
2025 Q3	$3.02M	Buy	28,393 +1,300	+5%	+$130K	0.02%	419
2025 Q2	$3.17M	Buy	27,093 +4,579	+20%	+$511K	0.03%	399
2025 Q1	$2.51M	Buy	22,514 +4,606	+26%	+$479K	0.03%	436
2024 Q4	$1.78M	Buy	17,908 +9,691	+118%	+$895K	0.02%	514
2024 Q3	$676K	Sell	8,217 -154	-2%	-$11.8K	0.01%	676
2024 Q2	$688K	Sell	8,371 -20	-0.2%	-$1.77K	0.01%	658
2024 Q1	$745K	Hold	8,391	–	–	0.01%	639
2023 Q4	$646K	Buy	8,391 +36	+0.4%	+$2.96K	0.01%	680
2023 Q3	$720K	Buy	8,355 +52	+0.6%	+$4.41K	0.01%	626
2023 Q2	$695K	Buy	8,303 +27	+0.3%	+$2.15K	0.01%	635
2023 Q1	$629K	Buy	8,276 +248	+3%	+$20.4K	0.01%	633
2022 Q4	$758K	Buy	+8,028	New	+$795K	0.02%	574

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 $3.37T AUM 44.26% 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

Sumitomo Mitsui DS Asset Management's EXE Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management held its Expand Energy Corp (EXE) position steady in Q2 2026 at 31,560 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #468.

Sumitomo Mitsui DS Asset Management first reported a position in EXE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.46M in Q1 2026. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 31,560 shares of Expand Energy Corp worth $2.88M as of Q2 2026.
Sumitomo Mitsui DS Asset Management left its Expand Energy Corp share count unchanged in Q2 2026.
Expand Energy Corp made up 0.02% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #468 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Expand Energy Corp in Q4 2022 and has held it in 15 quarters since.
Sumitomo Mitsui DS Asset Management's Expand Energy Corp position peaked at $3.46M in Q1 2026.
849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.