SF
EXE

Summit Financial’s Expand Energy Corp EXE Stock Holding History

Summit 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 		$6.33M Sell
69,393
-25,041
-27% -$2.38M 0.07% 286
2026
Q1 		$10.4M Sell
94,434
-1,812
-2% -$193K 0.13% 148
2025
Q4 		$10.6M Buy
96,246
+27,037
+39% +$3M 0.16% 121
2025
Q3 		$7.35M Buy
+69,209
New +$6.94M 0.11% 174
2025
Q1 		– Sell
-69,116
Closed -$6.88M – 741
2024
Q4 		$6.88M Buy
+69,116
New +$6.38M 0.24% 78

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

Summit Financial's EXE Position: Q2 2026 in Review

Summit Financial reduced its Expand Energy Corp (EXE) stake by 27% in Q2 2026, selling an estimated $2.38M and leaving 69,393 shares worth $6.33M. The position accounts for 0.07% of the portfolio, ranked #286.

Summit Financial first reported a position in EXE in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.6M in Q4 2025. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Summit Financial held 69,393 shares of Expand Energy Corp worth $6.33M as of Q2 2026.
  • Summit Financial sold 25,041 Expand Energy Corp shares in Q2 2026, an estimated $2.38M.
  • Expand Energy Corp made up 0.07% of Summit Financial's portfolio in Q2 2026, its #286 holding.
  • Summit Financial first reported a position in Expand Energy Corp in Q4 2024 and has held it in 5 quarters since.
  • Summit Financial's Expand Energy Corp position peaked at $10.6M in Q4 2025.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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