West Family Investments’s Expand Energy Corp EXE Stock Holding History

West Family Investments’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	$574K	Buy	56,290 +6,290	+13%	+$597K	0.17%	152
2026 Q1	$5.49M	Hold	50,000	–	–	1.92%	10
2025 Q4	$5.52M	Hold	50,000	–	–	1.3%	15
2025 Q3	$5.31M	Hold	50,000	–	–	1.19%	16
2025 Q2	$117	Hold	50,000	–	–	﹤0.01%	365
2025 Q1	$5.57M	Hold	50,000	–	–	2.1%	8
2024 Q4	$4.98M	Hold	50,000	–	–	1.73%	11
2024 Q3	$4.11M	Hold	50,000	–	–	1.4%	11
2024 Q2	$4.11M	Hold	50,000	–	–	1.23%	23
2024 Q1	$4.44M	Hold	50,000	–	–	1.38%	21
2023 Q4	$3.85M	Hold	50,000	–	–	1.3%	21
2023 Q3	$4.31M	Hold	50,000	–	–	1.5%	21
2023 Q2	$4.18M	Hold	50,000	–	–	1.63%	17
2023 Q1	$3.8M	Hold	50,000	–	–	1.51%	20
2022 Q4	$4.72M	Hold	50,000	–	–	1.61%	18
2022 Q3	$4.71M	Hold	50,000	–	–	1.96%	14
2022 Q2	$4.05M	Hold	50,000	–	–	1.6%	16
2022 Q1	$4.35M	Hold	50,000	–	–	1.24%	19
2021 Q4	$3.23M	Buy	+50,000	New	+$3.17M	0.88%	21

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 $3.38T AUM 44.17% 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

West Family Investments's EXE Position: Q2 2026 in Review

West Family Investments increased its Expand Energy Corp (EXE) stake by 13% in Q2 2026, buying an estimated $597K and bringing the position to 56,290 shares worth $574K. The position accounts for 0.17% of the portfolio, ranked #152.

West Family Investments first reported a position in EXE in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.57M in Q1 2025. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

West Family Investments held 56,290 shares of Expand Energy Corp worth $574K as of Q2 2026.
West Family Investments bought 6,290 Expand Energy Corp shares in Q2 2026, an estimated $597K.
Expand Energy Corp made up 0.17% of West Family Investments's portfolio in Q2 2026, its #152 holding.
West Family Investments first reported a position in Expand Energy Corp in Q4 2021 and has held it in 19 quarters since.
West Family Investments's Expand Energy Corp position peaked at $5.57M in Q1 2025.
854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.