Summit Securities Group’s Expand Energy Corp EXE Stock Holding History

Summit Securities 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	$5.11K	Buy	56 +17	+44%	+$1.61K	﹤0.01%	972
2026 Q1	$4.28K	Sell	39 -315	-89%	-$33.6K	﹤0.01%	830
2025 Q4	$39.1K	Sell	354 -56	-14%	-$6.21K	0.01%	665
2025 Q3	$43.6K	Buy	410 +265	+183%	+$26.6K	0.01%	600
2025 Q2	$17K	Buy	+145	New	+$16.2K	﹤0.01%	760
2023 Q4	–	Sell	-1	Closed	–	–	954
2023 Q3	$0	Sell	1 -60,599	-100%	-$5.14M	﹤0.01%	1083
2023 Q2	$5.07M	Buy	60,600 +59,700	+6,633%	+$4.76M	0.66%	25
2023 Q1	$68K	Sell	900 -5,600	-86%	-$461K	0.01%	364
2022 Q4	$613K	Buy	6,500 +2,600	+67%	+$258K	0.02%	208
2022 Q3	$367K	Buy	3,900 +3,200	+457%	+$301K	0.03%	301
2022 Q2	$57K	Sell	700 -8,800	-93%	-$795K	0.01%	523
2022 Q1	$827K	Buy	+9,500	New	+$697K	0.09%	161

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

Summit Securities Group's EXE Position: Q2 2026 in Review

Summit Securities Group increased its Expand Energy Corp (EXE) stake by 44% in Q2 2026, buying an estimated $1.61K and bringing the position to 56 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Summit Securities Group first reported a position in EXE in Q1 2022 and has held it in 12 quarters since. The position peaked at $5.07M in Q2 2023. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Summit Securities Group held 56 shares of Expand Energy Corp worth $5.11K as of Q2 2026.
Summit Securities Group bought 17 Expand Energy Corp shares in Q2 2026, an estimated $1.61K.
Expand Energy Corp made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #972 holding.
Summit Securities Group first reported a position in Expand Energy Corp in Q1 2022 and has held it in 12 quarters since.
Summit Securities Group's Expand Energy Corp position peaked at $5.07M in Q2 2023.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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