Sumitomo Mitsui Trust Group
EXE

Sumitomo Mitsui Trust Group’s Expand Energy Corp EXE Stock Holding History

Sumitomo Mitsui Trust 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 		$53M Buy
581,134
+74,054
+15% +$7.03M 0.03% 439
2026
Q1 		$55.7M Sell
507,080
-8,348
-2% -$891K 0.04% 413
2025
Q4 		$56.9M Sell
515,428
-100,888
-16% -$11.2M 0.03% 428
2025
Q3 		$65.5M Buy
616,316
+39,166
+7% +$3.93M 0.04% 392
2025
Q2 		$67.5M Buy
577,150
+31,673
+6% +$3.53M 0.04% 377
2025
Q1 		$60.7M Buy
545,477
+69,357
+15% +$7.22M 0.04% 389
2024
Q4 		$47.4M Buy
476,120
+271,225
+132% +$25M 0.03% 461
2024
Q3 		$16.9M Buy
204,895
+2,752
+1% +$210K 0.01% 668
2024
Q2 		$16.6M Sell
202,143
-22,225
-10% -$1.96M 0.01% 664
2024
Q1 		$19.9M Sell
224,368
-4,471
-2% -$359K 0.01% 708
2023
Q4 		$17.6M Sell
228,839
-23,430
-9% -$1.92M 0.01% 719
2023
Q3 		$21.8M Buy
252,269
+19,804
+9% +$1.68M 0.02% 679
2023
Q2 		$19.5M Sell
232,465
-47,935
-17% -$3.83M 0.02% 714
2023
Q1 		$21.3M Buy
280,400
+20,099
+8% +$1.65M 0.02% 713
2022
Q4 		$24.6M Buy
+260,301
New +$25.8M 0.02% 669

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

Sumitomo Mitsui Trust Group's EXE Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Expand Energy Corp (EXE) stake by 15% in Q2 2026, buying an estimated $7.03M and bringing the position to 581,134 shares worth $53M. The position accounts for 0.03% of the portfolio, ranked #439.

Sumitomo Mitsui Trust Group first reported a position in EXE in Q4 2022 and has held it in 15 quarters since. The position peaked at $67.5M in Q2 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 581,134 shares of Expand Energy Corp worth $53M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 74,054 Expand Energy Corp shares in Q2 2026, an estimated $7.03M.
  • Expand Energy Corp made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #439 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Expand Energy Corp in Q4 2022 and has held it in 15 quarters since.
  • Sumitomo Mitsui Trust Group's Expand Energy Corp position peaked at $67.5M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.