Aptus Capital Advisors’s Expand Energy Corp EXE Stock Holding History

Aptus Capital 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	$643K	Sell	5,855 -246	-4%	-$26.3K	0.01%	657
2025 Q4	$673K	Sell	6,101 -369	-6%	-$40.9K	﹤0.01%	668
2025 Q3	$687K	Sell	6,470 -1,007	-13%	-$101K	0.01%	629
2025 Q2	$874K	Sell	7,477 -337	-4%	-$37.6K	0.01%	557
2025 Q1	$870K	Buy	7,814 +2,346	+43%	+$244K	0.01%	530
2024 Q4	$544K	Buy	+5,468	New	+$505K	0.01%	610

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

Aptus Capital Advisors's EXE Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Expand Energy Corp (EXE) stake by 4% in Q1 2026, selling an estimated $26.3K and leaving 5,855 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #657.

Aptus Capital Advisors first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $874K in Q2 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Aptus Capital Advisors held 5,855 shares of Expand Energy Corp worth $643K as of Q1 2026.
Aptus Capital Advisors sold 246 Expand Energy Corp shares in Q1 2026, an estimated $26.3K.
Expand Energy Corp made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #657 holding.
Aptus Capital Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
Aptus Capital Advisors's Expand Energy Corp position peaked at $874K in Q2 2025.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.