WHG
EXE

Westwood Holdings Group’s Expand Energy Corp EXE Stock Holding History

Westwood Holdings Group’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 		$1.18M Buy
12,991
+3,384
+35% +$321K 0.01% 352
2026
Q1 		$1.05M Buy
9,607
+4,048
+73% +$432K 0.01% 347
2025
Q4 		$613K Buy
5,559
+781
+16% +$86.6K 0.01% 411
2025
Q3 		$508K Buy
+4,778
New +$479K ﹤0.01% 419

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

Westwood Holdings Group's EXE Position: Q2 2026 in Review

Westwood Holdings Group increased its Expand Energy Corp (EXE) stake by 35% in Q2 2026, buying an estimated $321K and bringing the position to 12,991 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #352.

Westwood Holdings Group first reported a position in EXE in Q3 2025 and has held it in 4 quarters since. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Westwood Holdings Group held 12,991 shares of Expand Energy Corp worth $1.18M as of Q2 2026.
  • Westwood Holdings Group bought 3,384 Expand Energy Corp shares in Q2 2026, an estimated $321K.
  • Expand Energy Corp made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #352 holding.
  • Westwood Holdings Group first reported a position in Expand Energy Corp in Q3 2025 and has held it in 4 quarters since.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.