SGI
EXE

Summit Global Investments’s Expand Energy Corp EXE Stock Holding History

Summit Global Investments’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 		$445K Buy
+4,878
New +$463K 0.02% 365
2025
Q3 		– Sell
-8,183
Closed -$957K – 559
2025
Q2 		$957K Buy
+8,183
New +$913K 0.06% 208

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 Global Investments's EXE Position: Q2 2026 in Review

Summit Global Investments opened a new position in Expand Energy Corp (EXE) in Q2 2026: 4,878 shares worth $445K. The stake represents 0.02% of the portfolio and ranks #365 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in EXE as recently as Q2 2025.

Summit Global Investments first reported a position in EXE in Q2 2025 and has held it in 2 quarters since. The position peaked at $957K in Q2 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Summit Global Investments held 4,878 shares of Expand Energy Corp worth $445K as of Q2 2026.
  • Expand Energy Corp was a new Summit Global Investments position in Q2 2026.
  • Expand Energy Corp made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #365 holding.
  • Summit Global Investments first reported a position in Expand Energy Corp in Q2 2025 and has held it in 2 quarters since.
  • Summit Global Investments's Expand Energy Corp position peaked at $957K in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.