BMSSC
EXE

B. Metzler seel. Sohn & Co’s Expand Energy Corp EXE Stock Holding History

B. Metzler seel. Sohn & Co’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 		$1.02M Hold
9,253
– – 0.01% 541
2025
Q4 		$1.02M Sell
9,253
-1,885
-17% -$209K 0.01% 539
2025
Q3 		$1.18M Buy
11,138
+1,305
+13% +$131K 0.01% 506
2025
Q2 		$1.15M Hold
9,833
– – 0.01% 511
2025
Q1 		$1.09M Buy
9,833
+829
+9% +$86.2K 0.01% 499
2024
Q4 		$896K Buy
9,004
+6,438
+251% +$594K 0.01% 559
2024
Q3 		$211K Hold
2,566
– – ﹤0.01% 748
2024
Q2 		$211K Hold
2,566
– – ﹤0.01% 746
2024
Q1 		$228K Buy
+2,566
New +$206K ﹤0.01% 733
2023
Q4 		– Sell
-2,566
Closed -$221K – 771
2023
Q3 		$221K Buy
+2,566
New +$218K ﹤0.01% 692
2023
Q1 		– Sell
-2,975
Closed -$281K – 754
2022
Q4 		$281K Buy
+2,975
New +$295K ﹤0.01% 641

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return

B. Metzler seel. Sohn & Co's EXE Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co held its Expand Energy Corp (EXE) position steady in Q1 2026 at 9,253 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #541.

B. Metzler seel. Sohn & Co first reported a position in EXE in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.18M in Q3 2025. 894 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 9,253 shares of Expand Energy Corp worth $1.02M as of Q1 2026.
  • B. Metzler seel. Sohn & Co left its Expand Energy Corp share count unchanged in Q1 2026.
  • Expand Energy Corp made up 0.01% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #541 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Expand Energy Corp in Q4 2022 and has held it in 11 quarters since.
  • B. Metzler seel. Sohn & Co's Expand Energy Corp position peaked at $1.18M in Q3 2025.
  • 894 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.