AI
EXE

Atria Investments’s Expand Energy Corp EXE Stock Holding History

Atria Investments’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 		$422K Sell
3,846
-327
-8% -$34.9K ﹤0.01% 1539
2025
Q4 		$460K Buy
4,173
+947
+29% +$105K 0.01% 1500
2025
Q3 		$343K Buy
3,226
+1,368
+74% +$137K ﹤0.01% 1645
2025
Q2 		$217K Buy
+1,858
New +$207K ﹤0.01% 1880
2024
Q4 		– Sell
-3,092
Closed -$254K – 2014
2024
Q3 		$254K Sell
3,092
-92
-3% -$7.03K ﹤0.01% 1700
2024
Q2 		$262K Buy
+3,184
New +$281K ﹤0.01% 1668

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Atria Investments's EXE Position: Q1 2026 in Review

Atria Investments reduced its Expand Energy Corp (EXE) stake by 7.8% in Q1 2026, selling an estimated $34.9K and leaving 3,846 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Atria Investments first reported a position in EXE in Q2 2024 and has held it in 6 quarters since. The position peaked at $460K in Q4 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Atria Investments held 3,846 shares of Expand Energy Corp worth $422K as of Q1 2026.
  • Atria Investments sold 327 Expand Energy Corp shares in Q1 2026, an estimated $34.9K.
  • Expand Energy Corp made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1539 holding.
  • Atria Investments first reported a position in Expand Energy Corp in Q2 2024 and has held it in 6 quarters since.
  • Atria Investments's Expand Energy Corp position peaked at $460K in Q4 2025.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.