WFI
EXE

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
2022
Q3 		– Sell
-500
Closed -$3K – 269
2022
Q2 		$3K Buy
+500
New +$45.2K ﹤0.01% 226

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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. 563 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.
  • 563 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.