Zacks Investment Management’s Expand Energy Corp EXE Stock Holding History

Zacks Investment 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	$2.89M	Buy	31,685 +1,862	+6%	+$177K	0.02%	325
2026 Q1	$3.27M	Buy	29,823 +1,343	+5%	+$143K	0.03%	284
2025 Q4	$3.14M	Sell	28,480 -309	-1%	-$34.3K	0.02%	292
2025 Q3	$3.06M	Sell	28,789 -445	-2%	-$44.7K	0.02%	280
2025 Q2	$3.42M	Buy	+29,234	New	+$3.26M	0.03%	269
2023 Q1	–	Sell	-24,464	Closed	-$2.31M	–	710
2022 Q4	$2.31M	Sell	24,464 -1,986	-8%	-$197K	0.03%	268
2022 Q3	$2.49M	Sell	26,450 -574	-2%	-$53.9K	0.04%	239
2022 Q2	$2.19M	Sell	27,024 -6,758	-20%	-$611K	0.03%	252
2022 Q1	$2.94M	Sell	33,782 -4,205	-11%	-$309K	0.04%	243
2021 Q4	$2.45M	Buy	+37,987	New	+$2.41M	0.03%	271

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 $3.37T AUM 44.26% 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

Zacks Investment Management's EXE Position: Q2 2026 in Review

Zacks Investment Management increased its Expand Energy Corp (EXE) stake by 6.2% in Q2 2026, buying an estimated $177K and bringing the position to 31,685 shares worth $2.89M. The position accounts for 0.02% of the portfolio, ranked #325.

Zacks Investment Management first reported a position in EXE in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.42M in Q2 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Zacks Investment Management held 31,685 shares of Expand Energy Corp worth $2.89M as of Q2 2026.
Zacks Investment Management bought 1,862 Expand Energy Corp shares in Q2 2026, an estimated $177K.
Expand Energy Corp made up 0.02% of Zacks Investment Management's portfolio in Q2 2026, its #325 holding.
Zacks Investment Management first reported a position in Expand Energy Corp in Q4 2021 and has held it in 10 quarters since.
Zacks Investment Management's Expand Energy Corp position peaked at $3.42M in Q2 2025.
853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.