TFC Financial Management’s Expand Energy Corp EXE Stock Holding History

TFC Financial 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	$456	Sell	5 -6	-55%	-$570	﹤0.01%	766
2026 Q1	$1.21K	Sell	11 -9	-45%	-$961	﹤0.01%	594
2025 Q4	$2.21K	Hold	20	–	–	﹤0.01%	525
2025 Q3	$2.13K	Buy	20 +15	+300%	+$1.5K	﹤0.01%	550
2025 Q2	$585	Hold	5	–	–	﹤0.01%	652
2025 Q1	$557	Sell	5 -78	-94%	-$8.12K	﹤0.01%	626
2024 Q4	$8.26K	Buy	83 +82	+8,200%	+$7.57K	﹤0.01%	369
2024 Q3	$83	Buy	+1	New	+$76	﹤0.01%	879
2023 Q4	–	Sell	-4	Closed	-$345	–	740
2023 Q3	$345	Hold	4	–	–	﹤0.01%	652
2023 Q2	$335	Buy	+4	New	+$319	﹤0.01%	633

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

TFC Financial Management's EXE Position: Q2 2026 in Review

TFC Financial Management reduced its Expand Energy Corp (EXE) stake by 55% in Q2 2026, selling an estimated $570 and leaving 5 shares worth $456. The position accounts for ﹤0.01% of the portfolio, ranked #766.

TFC Financial Management first reported a position in EXE in Q2 2023 and has held it in 10 quarters since. The position peaked at $8.26K in Q4 2024. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

TFC Financial Management held 5 shares of Expand Energy Corp worth $456 as of Q2 2026.
TFC Financial Management sold 6 Expand Energy Corp shares in Q2 2026, an estimated $570.
Expand Energy Corp made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #766 holding.
TFC Financial Management first reported a position in Expand Energy Corp in Q2 2023 and has held it in 10 quarters since.
TFC Financial Management's Expand Energy Corp position peaked at $8.26K in Q4 2024.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.