WA
EXE

Waddell & Associates’s Expand Energy Corp EXE Stock Holding History

Waddell & Associates’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 		$337K Sell
3,693
-4,868
-57% -$462K 0.02% 371
2026
Q1 		$940K Buy
8,561
+5,866
+218% +$626K 0.05% 116
2025
Q4 		$297K Buy
+2,695
New +$299K 0.02% 281

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCP
TMB Capital Partners Little Rock, Arkansas $321M AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Waddell & Associates's EXE Position: Q2 2026 in Review

Waddell & Associates reduced its Expand Energy Corp (EXE) stake by 57% in Q2 2026, selling an estimated $462K and leaving 3,693 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #371.

Waddell & Associates first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $940K in Q1 2026. 227 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Waddell & Associates held 3,693 shares of Expand Energy Corp worth $337K as of Q2 2026.
  • Waddell & Associates sold 4,868 Expand Energy Corp shares in Q2 2026, an estimated $462K.
  • Expand Energy Corp made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #371 holding.
  • Waddell & Associates first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • Waddell & Associates's Expand Energy Corp position peaked at $940K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.