WC
EXE

Westerkirk Capital’s Expand Energy Corp EXE Stock Holding History

Westerkirk Capital’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 		$182K Buy
+2,000
New +$190K 0.02% 202
2025
Q4 		– Sell
-16,300
Closed -$1.73M – 257
2025
Q3 		$1.73M Hold
16,300
– – 0.2% 99
2025
Q2 		$1.91M Buy
+16,300
New +$1.82M 0.24% 87

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 $3.37T AUM 44.26% 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

Westerkirk Capital's EXE Position: Q2 2026 in Review

Westerkirk Capital opened a new position in Expand Energy Corp (EXE) in Q2 2026: 2,000 shares worth $182K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings. This is a return to the name: Westerkirk Capital previously reported a position in EXE as recently as Q3 2025.

Westerkirk Capital first reported a position in EXE in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.91M in Q2 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Westerkirk Capital held 2,000 shares of Expand Energy Corp worth $182K as of Q2 2026.
  • Expand Energy Corp was a new Westerkirk Capital position in Q2 2026.
  • Expand Energy Corp made up 0.02% of Westerkirk Capital's portfolio in Q2 2026, its #202 holding.
  • Westerkirk Capital first reported a position in Expand Energy Corp in Q2 2025 and has held it in 3 quarters since.
  • Westerkirk Capital's Expand Energy Corp position peaked at $1.91M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.