SIM
EXE

Synergy Investment Management’s Expand Energy Corp EXE Stock Holding History

Synergy Investment Management’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 		– Sell
-1
Closed -$110 – 1195
2026
Q1 		$110 Buy
+1
New +$107 ﹤0.01% 901

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

Synergy Investment Management's EXE Position: Q2 2026 in Review

Synergy Investment Management sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 1 share — an estimated $110 sold.

Synergy Investment Management first reported a position in EXE in Q1 2026 and held it in 1 quarter. The position peaked at $110 in Q1 2026. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Synergy Investment Management reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 1 Expand Energy Corp share in Q2 2026, an estimated $110.
  • Synergy Investment Management first reported a position in Expand Energy Corp in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Expand Energy Corp position peaked at $110 in Q1 2026.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.