ALPS Advisors’s Expand Energy Corp EXE Stock Holding History

ALPS Advisors’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 Q1	$508K	Buy	+4,630	New	+$494K	﹤0.01%	794
2024 Q1	–	Sell	-3,652	Closed	-$281K	–	1079
2023 Q4	$281K	Sell	3,652 -208	-5%	-$17.1K	﹤0.01%	879
2023 Q3	$333K	Buy	+3,860	New	+$328K	﹤0.01%	731
2023 Q1	–	Sell	-3,129	Closed	-$295K	–	1146
2022 Q4	$295K	Hold	3,129	–	–	﹤0.01%	898
2022 Q3	$295K	Sell	3,129 -1,482	-32%	-$139K	﹤0.01%	826
2022 Q2	$374K	Sell	4,611 -49	-1%	-$4.43K	﹤0.01%	670
2022 Q1	$405K	Buy	+4,660	New	+$342K	﹤0.01%	474

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ALPS Advisors's EXE Position: Q1 2026 in Review

ALPS Advisors opened a new position in Expand Energy Corp (EXE) in Q1 2026: 4,630 shares worth $508K. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in EXE as recently as Q4 2023.

ALPS Advisors first reported a position in EXE in Q1 2022 and has held it in 7 quarters since. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

ALPS Advisors held 4,630 shares of Expand Energy Corp worth $508K as of Q1 2026.
Expand Energy Corp was a new ALPS Advisors position in Q1 2026.
Expand Energy Corp made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #794 holding.
ALPS Advisors first reported a position in Expand Energy Corp in Q1 2022 and has held it in 7 quarters since.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.