Truist Financial
EXE

Truist Financial’s Expand Energy Corp EXE Stock Holding History

Truist Financial’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 		$574K Buy
6,295
+649
+11% +$61.6K ﹤0.01% 2116
2026
Q1 		$620K Sell
5,646
-9,678
-63% -$1.03M ﹤0.01% 1950
2025
Q4 		$1.69M Buy
15,324
+10,754
+235% +$1.19M ﹤0.01% 1391
2025
Q3 		$486K Buy
4,570
+1,157
+34% +$116K ﹤0.01% 2054
2025
Q2 		$399K Sell
3,413
-217
-6% -$24.2K ﹤0.01% 2059
2025
Q1 		$404K Sell
3,630
-122
-3% -$12.7K ﹤0.01% 1985
2024
Q4 		$374K Buy
3,752
+852
+29% +$78.7K ﹤0.01% 2037
2024
Q3 		$239K Buy
2,900
+84
+3% +$6.41K ﹤0.01% 2264
2024
Q2 		$231K Sell
2,816
-32
-1% -$2.83K ﹤0.01% 2424
2024
Q1 		$253K Sell
2,848
-35,813
-93% -$2.88M ﹤0.01% 2373
2023
Q4 		$2.97M Sell
38,661
-37,370
-49% -$3.07M ﹤0.01% 1066
2023
Q3 		$6.56M Sell
76,031
-5,206
-6% -$442K 0.01% 745
2023
Q2 		$6.8M Sell
81,237
-20,571
-20% -$1.64M 0.01% 720
2023
Q1 		$7.74M Sell
101,808
-5,105
-5% -$420K 0.01% 672
2022
Q4 		$10.1M Buy
106,913
+2,530
+2% +$251K 0.02% 563
2022
Q3 		$9.83M Buy
+104,383
New +$9.81M 0.02% 556
2022
Q1 		– Sell
-13,250
Closed -$855K – 2878
2021
Q4 		$855K Buy
+13,250
New +$841K ﹤0.01% 1720

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Truist Financial's EXE Position: Q2 2026 in Review

Truist Financial increased its Expand Energy Corp (EXE) stake by 11% in Q2 2026, buying an estimated $61.6K and bringing the position to 6,295 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Truist Financial first reported a position in EXE in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.1M in Q4 2022. 406 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Truist Financial held 6,295 shares of Expand Energy Corp worth $574K as of Q2 2026.
  • Truist Financial bought 649 Expand Energy Corp shares in Q2 2026, an estimated $61.6K.
  • Expand Energy Corp made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2116 holding.
  • Truist Financial first reported a position in Expand Energy Corp in Q4 2021 and has held it in 17 quarters since.
  • Truist Financial's Expand Energy Corp position peaked at $10.1M in Q4 2022.
  • 406 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.