SFS
EXE

Sunrise Financial Services’s Expand Energy Corp EXE Stock Holding History

Sunrise Financial Services’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 		$547 Hold
6
– – ﹤0.01% 537
2026
Q1 		$659 Hold
6
– – ﹤0.01% 542
2025
Q4 		$662 Buy
+6
New +$665 ﹤0.01% 495

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

Sunrise Financial Services's EXE Position: Q2 2026 in Review

Sunrise Financial Services held its Expand Energy Corp (EXE) position steady in Q2 2026 at 6 shares worth $547. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Sunrise Financial Services first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $662 in Q4 2025. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Sunrise Financial Services held 6 shares of Expand Energy Corp worth $547 as of Q2 2026.
  • Sunrise Financial Services left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #537 holding.
  • Sunrise Financial Services first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Expand Energy Corp position peaked at $662 in Q4 2025.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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