UCFA
EXE

United Capital Financial Advisors’s Expand Energy Corp EXE Stock Holding History

United Capital 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 		$225K Sell
2,468
-1,283
-34% -$122K ﹤0.01% 1500
2026
Q1 		$412K Buy
+3,751
New +$400K ﹤0.01% 1164

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

United Capital Financial Advisors's EXE Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Expand Energy Corp (EXE) stake by 34% in Q2 2026, selling an estimated $122K and leaving 2,468 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

United Capital Financial Advisors first reported a position in EXE in Q1 2026 and has held it in 2 quarters since. The position peaked at $412K in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • United Capital Financial Advisors held 2,468 shares of Expand Energy Corp worth $225K as of Q2 2026.
  • United Capital Financial Advisors sold 1,283 Expand Energy Corp shares in Q2 2026, an estimated $122K.
  • Expand Energy Corp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1500 holding.
  • United Capital Financial Advisors first reported a position in Expand Energy Corp in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Expand Energy Corp position peaked at $412K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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