TCA
EXE

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

Transcend 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
Q1 		$429K Buy
3,907
+663
+20% +$70.8K 0.03% 424
2025
Q4 		$358K Buy
3,244
+296
+10% +$32.8K 0.03% 466
2025
Q3 		$313K Buy
2,948
+650
+28% +$65.2K 0.02% 516
2025
Q2 		$269K Buy
2,298
+14
+0.6% +$1.56K 0.02% 494
2025
Q1 		$254K Buy
2,284
+12
+0.5% +$1.25K 0.02% 511
2024
Q4 		$226K Buy
+2,272
New +$210K 0.02% 509

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Transcend Capital Advisors's EXE Position: Q1 2026 in Review

Transcend Capital Advisors increased its Expand Energy Corp (EXE) stake by 20% in Q1 2026, buying an estimated $70.8K and bringing the position to 3,907 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #424.

Transcend Capital Advisors first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Transcend Capital Advisors held 3,907 shares of Expand Energy Corp worth $429K as of Q1 2026.
  • Transcend Capital Advisors bought 663 Expand Energy Corp shares in Q1 2026, an estimated $70.8K.
  • Expand Energy Corp made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #424 holding.
  • Transcend Capital Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.