Tanglewood Legacy Advisors’s Expand Energy Corp EXE Stock Holding History

Tanglewood Legacy Advisors’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	$6.75K	Hold	74	–	–	﹤0.01%	249
2026 Q1	$8.12K	Hold	74	–	–	﹤0.01%	230
2025 Q4	$8.17K	Hold	74	–	–	﹤0.01%	229
2025 Q3	$7.86K	Hold	74	–	–	﹤0.01%	240
2025 Q2	$8.65K	Hold	74	–	–	﹤0.01%	245
2025 Q1	$8.24K	Hold	74	–	–	﹤0.01%	252
2024 Q4	$7.37K	Hold	74	–	–	﹤0.01%	261
2024 Q3	$6.09K	Hold	74	–	–	﹤0.01%	253
2024 Q2	$6.08K	Hold	74	–	–	﹤0.01%	254
2024 Q1	$6.57K	Hold	74	–	–	﹤0.01%	260
2023 Q4	$5.69K	Hold	74	–	–	﹤0.01%	257
2023 Q3	$6.38K	Hold	74	–	–	﹤0.01%	262
2023 Q2	$6.19K	Hold	74	–	–	﹤0.01%	260
2023 Q1	$5.63K	Hold	74	–	–	﹤0.01%	256
2022 Q4	$6.98K	Buy	+74	New	+$7.33K	0.01%	217

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

Tanglewood Legacy Advisors's EXE Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Expand Energy Corp (EXE) position steady in Q2 2026 at 74 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Tanglewood Legacy Advisors first reported a position in EXE in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.65K in Q2 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Tanglewood Legacy Advisors held 74 shares of Expand Energy Corp worth $6.75K as of Q2 2026.
Tanglewood Legacy Advisors left its Expand Energy Corp share count unchanged in Q2 2026.
Expand Energy Corp made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #249 holding.
Tanglewood Legacy Advisors first reported a position in Expand Energy Corp in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Expand Energy Corp position peaked at $8.65K in Q2 2025.
853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.