SC
EXE

SummitTX Capital’s Expand Energy Corp EXE Stock Holding History

SummitTX Capital’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 		$3M Buy
32,873
+9,575
+41% +$909K 0.08% 267
2026
Q1 		$2.56M Buy
23,298
+17,868
+329% +$1.91M 0.08% 263
2025
Q4 		$599K Sell
5,430
-81,432
-94% -$9.03M 0.02% 506
2025
Q3 		$9.23M Buy
86,862
+36,823
+74% +$3.7M 0.38% 58
2025
Q2 		$5.85M Sell
50,039
-258
-0.5% -$28.8K 0.25% 97
2025
Q1 		$5.6M Buy
+50,297
New +$5.23M 0.24% 103

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

SummitTX Capital's EXE Position: Q2 2026 in Review

SummitTX Capital increased its Expand Energy Corp (EXE) stake by 41% in Q2 2026, buying an estimated $909K and bringing the position to 32,873 shares worth $3M. The position accounts for 0.08% of the portfolio, ranked #267.

SummitTX Capital first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.23M in Q3 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • SummitTX Capital held 32,873 shares of Expand Energy Corp worth $3M as of Q2 2026.
  • SummitTX Capital bought 9,575 Expand Energy Corp shares in Q2 2026, an estimated $909K.
  • Expand Energy Corp made up 0.08% of SummitTX Capital's portfolio in Q2 2026, its #267 holding.
  • SummitTX Capital first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's Expand Energy Corp position peaked at $9.23M in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.