Tortoise Capital Advisors’s Expand Energy Corp EXE Stock Holding History

Tortoise Capital 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	$12.8M	Sell	140,470 -2,706	-2%	-$257K	0.13%	63
2026 Q1	$15.7M	Sell	143,176 -127,844	-47%	-$13.6M	0.16%	43
2025 Q4	$29.9M	Sell	271,020 -2,525	-0.9%	-$280K	0.38%	30
2025 Q3	$29.1M	Buy	273,545 +190,553	+230%	+$19.1M	0.37%	32
2025 Q2	$9.71M	Buy	+82,992	New	+$9.26M	0.13%	41

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

Tortoise Capital Advisors's EXE Position: Q2 2026 in Review

Tortoise Capital Advisors reduced its Expand Energy Corp (EXE) stake by 1.9% in Q2 2026, selling an estimated $257K and leaving 140,470 shares worth $12.8M. The position accounts for 0.13% of the portfolio, ranked #63.

Tortoise Capital Advisors first reported a position in EXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.9M in Q4 2025. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Tortoise Capital Advisors held 140,470 shares of Expand Energy Corp worth $12.8M as of Q2 2026.
Tortoise Capital Advisors sold 2,706 Expand Energy Corp shares in Q2 2026, an estimated $257K.
Expand Energy Corp made up 0.13% of Tortoise Capital Advisors's portfolio in Q2 2026, its #63 holding.
Tortoise Capital Advisors first reported a position in Expand Energy Corp in Q2 2025 and has held it in 5 quarters since.
Tortoise Capital Advisors's Expand Energy Corp position peaked at $29.9M in Q4 2025.
849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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