YCM
EXE

Yousif Capital Management’s Expand Energy Corp EXE Stock Holding History

Yousif Capital Management’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 		$2.24M Sell
24,594
-613
-2% -$58.2K 0.03% 621
2026
Q1 		$2.77M Sell
25,207
-901
-3% -$96.2K 0.03% 518
2025
Q4 		$2.73M Sell
26,108
-1,921
-7% -$213K 0.03% 566
2025
Q3 		$2.98M Buy
28,029
+388
+1% +$38.9K 0.03% 521
2025
Q2 		$3.23M Sell
27,641
-133
-0.5% -$14.8K 0.03% 485
2025
Q1 		$3.09M Sell
27,774
-50,654
-65% -$5.27M 0.04% 487
2024
Q4 		$7.81M Buy
78,428
+35,947
+85% +$3.32M 0.09% 209
2024
Q3 		$3.49M Sell
42,481
-5,185
-11% -$396K 0.04% 459
2024
Q2 		$3.92M Sell
47,666
-3,534
-7% -$312K 0.04% 404
2024
Q1 		$4.55M Sell
51,200
-806
-2% -$64.7K 0.05% 379
2023
Q4 		$4M Sell
52,006
-298
-0.6% -$24.5K 0.05% 414
2023
Q3 		$4.51M Buy
+52,304
New +$4.44M 0.06% 338

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCP
TMB Capital Partners Little Rock, Arkansas $321M AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

Yousif Capital Management's EXE Position: Q2 2026 in Review

Yousif Capital Management reduced its Expand Energy Corp (EXE) stake by 2.4% in Q2 2026, selling an estimated $58.2K and leaving 24,594 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #621.

Yousif Capital Management first reported a position in EXE in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.81M in Q4 2024. 208 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Yousif Capital Management held 24,594 shares of Expand Energy Corp worth $2.24M as of Q2 2026.
  • Yousif Capital Management sold 613 Expand Energy Corp shares in Q2 2026, an estimated $58.2K.
  • Expand Energy Corp made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #621 holding.
  • Yousif Capital Management first reported a position in Expand Energy Corp in Q3 2023 and has held it in 12 quarters since.
  • Yousif Capital Management's Expand Energy Corp position peaked at $7.81M in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.