Caerus Investment Advisors, LLC

Position in EXE — EXPAND ENERGY Corp

CIK 1862682 WEST LAKE HILLS, TX

Position in EXE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$211,651

-$236,079 QoQ

Shares Held

2,321

-42.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#628

of 845 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Caerus Investment Advisors, LLC holds $1,098,137 across 5 Oil & Gas E&P names. EXE ranks #4 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVN	Devon Energy Corp/De	9,286	$383,697
2	AR	ANTERO RESOURCES Corp	7,092	$249,212
3	OXY	Occidental Petroleum Corp /De/	4,653	$225,996
4	EXE	EXPAND ENERGY Corp This page	2,321	$211,651
5	KOS	Kosmos Energy Ltd.	13,072	$27,581

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,651	2,321	-42.8%	Shares	Sole	2026-08-14
2025-12-31	$447,730	4,057	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.