Vestmark Advisory Solutions’s Expand Energy Corp EXE Stock Holding History

Vestmark Advisory Solutions’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	$663K	Buy	7,273 +1,359	+23%	+$129K	0.01%	1069
2026 Q1	$649K	Buy	5,914 +2,207	+60%	+$236K	0.01%	985
2025 Q4	$409K	Buy	+3,707	New	+$411K	0.01%	1041
2023 Q3	–	Sell	-14,815	Closed	-$1.24M	–	900
2023 Q2	$1.24M	Sell	14,815 -416	-3%	-$33.2K	0.05%	403
2023 Q1	$1.16M	Buy	15,231 +1,014	+7%	+$83.5K	0.05%	402
2022 Q4	$1.34M	Buy	14,217 +1,771	+14%	+$175K	0.07%	348
2022 Q3	$1.17M	Buy	12,446 +300	+2%	+$28.2K	0.07%	344
2022 Q2	$985K	Buy	12,146 +1,206	+11%	+$109K	0.06%	370
2022 Q1	$952K	Buy	+10,940	New	+$803K	0.05%	371

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Vestmark Advisory Solutions's EXE Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Expand Energy Corp (EXE) stake by 23% in Q2 2026, buying an estimated $129K and bringing the position to 7,273 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #1069.

Vestmark Advisory Solutions first reported a position in EXE in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.34M in Q4 2022. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Vestmark Advisory Solutions held 7,273 shares of Expand Energy Corp worth $663K as of Q2 2026.
Vestmark Advisory Solutions bought 1,359 Expand Energy Corp shares in Q2 2026, an estimated $129K.
Expand Energy Corp made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1069 holding.
Vestmark Advisory Solutions first reported a position in Expand Energy Corp in Q1 2022 and has held it in 9 quarters since.
Vestmark Advisory Solutions's Expand Energy Corp position peaked at $1.34M in Q4 2022.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.