TC
EXE

Truvestments Capital’s Expand Energy Corp EXE Stock Holding History

Truvestments Capital’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 		– Sell
-120
Closed -$13.2K – 1309
2026
Q1 		$13.2K Hold
120
– – ﹤0.01% 712
2025
Q4 		$13.2K Hold
120
– – ﹤0.01% 659
2025
Q3 		$12.7K Sell
120
-96
-44% -$9.63K ﹤0.01% 675
2025
Q2 		$25.3K Hold
216
– – 0.01% 497
2025
Q1 		$24K Sell
216
-951
-81% -$98.9K 0.01% 517
2024
Q4 		$116K Buy
+1,167
New +$108K 0.03% 271
2023
Q1 		– Sell
-65
Closed -$6.13K – 956
2022
Q4 		$6.13K Buy
+65
New +$6.44K ﹤0.01% 520

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 $3.37T AUM 44.26% 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

Truvestments Capital's EXE Position: Q2 2026 in Review

Truvestments Capital sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 120 shares — an estimated $13.2K sold.

Truvestments Capital first reported a position in EXE in Q4 2022 and held it in 7 quarters. The position peaked at $116K in Q4 2024. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Truvestments Capital reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Truvestments Capital sold 120 Expand Energy Corp shares in Q2 2026, an estimated $13.2K.
  • Truvestments Capital first reported a position in Expand Energy Corp in Q4 2022 and held it in 7 quarters.
  • Truvestments Capital's Expand Energy Corp position peaked at $116K in Q4 2024.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.