Transamerica Financial Advisors’s Expand Energy Corp EXE Stock Holding History

Transamerica Financial 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	$62.3K	Buy	683 +103	+18%	+$9.78K	0.01%	663
2026 Q1	$63.7K	Buy	580 +261	+82%	+$27.9K	0.01%	614
2025 Q4	$35.2K	Buy	319 +271	+565%	+$30.1K	﹤0.01%	602
2025 Q3	$5.04K	Buy	48 +45	+1,500%	+$4.52K	﹤0.01%	864
2025 Q2	$236	Sell	3 -240	-99%	-$26.8K	﹤0.01%	482
2025 Q1	$27K	Sell	243 -553	-69%	-$57.5K	﹤0.01%	325
2024 Q4	$80K	Sell	796 -71	-8%	-$6.55K	0.01%	279
2024 Q3	$72K	Buy	+867	New	+$66.2K	0.01%	300

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

Transamerica Financial Advisors's EXE Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Expand Energy Corp (EXE) stake by 18% in Q2 2026, buying an estimated $9.78K and bringing the position to 683 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #663.

Transamerica Financial Advisors first reported a position in EXE in Q3 2024 and has held it in 8 quarters since. The position peaked at $80K in Q4 2024. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Transamerica Financial Advisors held 683 shares of Expand Energy Corp worth $62.3K as of Q2 2026.
Transamerica Financial Advisors bought 103 Expand Energy Corp shares in Q2 2026, an estimated $9.78K.
Expand Energy Corp made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #663 holding.
Transamerica Financial Advisors first reported a position in Expand Energy Corp in Q3 2024 and has held it in 8 quarters since.
Transamerica Financial Advisors's Expand Energy Corp position peaked at $80K in Q4 2024.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.