WA
EXE

Waverly Advisors’s Expand Energy Corp EXE Stock Holding History

Waverly 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 		$477K Buy
5,231
+710
+16% +$67.4K ﹤0.01% 1201
2026
Q1 		$496K Buy
4,521
+1,896
+72% +$202K ﹤0.01% 1090
2025
Q4 		$290K Buy
+2,625
New +$291K ﹤0.01% 1223

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 $3.38T AUM 44.17% 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

Waverly Advisors's EXE Position: Q2 2026 in Review

Waverly Advisors increased its Expand Energy Corp (EXE) stake by 16% in Q2 2026, buying an estimated $67.4K and bringing the position to 5,231 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Waverly Advisors first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $496K in Q1 2026. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Waverly Advisors held 5,231 shares of Expand Energy Corp worth $477K as of Q2 2026.
  • Waverly Advisors bought 710 Expand Energy Corp shares in Q2 2026, an estimated $67.4K.
  • Expand Energy Corp made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1201 holding.
  • Waverly Advisors first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Expand Energy Corp position peaked at $496K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.