Expand Energy (EXE)Tocqueville Asset Management L.P. added to its stake +62K shares

437K

Shares reported · +62K vs prior quarter

0.53%

Disclosed portfolio weight

$39.8M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 10, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 12, 2026Insider · 11 days before an 8-KCEO purchased ~$89K of EXE shares in the open market
2. Jun 23, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 23, 2026, Gregory M. Larson, Vice President – Accounting & Controller of Expand Energy Corporation (the “Company”) informed the Company of his intention to resign from the Company.”
3. Jul 28, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
4. Aug 7, 20265% stakeSTATE STREET CORPORATION reported a passive stake (13G) of 6.5%

What came next

1. Sep 15, 2026Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors
2. Sep 16, 2026Company filing · Form 8-K · Executive change, Other newsChanged a top executive or board member, and reported other company news“On September 16, 2026, Expand Energy Corporation (the "Company") announced that, effective as of the closing of the Company's previously announced acquisition of Twin Eagle Holdings N.A., LLC, Dan Turco will no longer serve as Executive Vice President—Marketing and Commercial.”
3. Sep 17, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
4. Oct 6, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Expand Energy

For Expand Energy, OQRO holds 18 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its EXE page.

How this filing works

• SEC Form 13F

Other disclosures at Expand Energy

• SEC Form 13F-HRAug 20, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its EXE page.