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
Q2 		$497K Buy
5,447
+1,540
+39% +$146K 0.03% 456
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
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

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

Transcend Capital Advisors increased its Expand Energy Corp (EXE) stake by 39% in Q2 2026, buying an estimated $146K and bringing the position to 5,447 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #456.

Transcend Capital Advisors first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Transcend Capital Advisors held 5,447 shares of Expand Energy Corp worth $497K as of Q2 2026.
  • Transcend Capital Advisors bought 1,540 Expand Energy Corp shares in Q2 2026, an estimated $146K.
  • Expand Energy Corp made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #456 holding.
  • Transcend Capital Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.