Baldwin Investment Management’s Expand Energy Corp EXE Stock Holding History

Baldwin Investment Management’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	$1.01M	Buy	9,188 +1,605	+21%	+$171K	0.12%	104
2025 Q4	$837K	Buy	7,583 +465	+7%	+$51.6K	0.09%	122
2025 Q3	$756K	Buy	7,118 +3,200	+82%	+$321K	0.09%	129
2025 Q2	$458K	Hold	3,918	–	–	0.06%	154
2025 Q1	$436K	Buy	3,918 +450	+13%	+$46.8K	0.05%	155
2024 Q4	$345K	Sell	3,468 -147	-4%	-$13.6K	0.05%	168
2024 Q3	$297K	Sell	3,615 -135	-4%	-$10.3K	0.04%	184
2024 Q2	$308K	Hold	3,750	–	–	0.04%	176
2024 Q1	$333K	Hold	3,750	–	–	0.05%	178
2023 Q4	$289K	Sell	3,750 -525	-12%	-$43.1K	0.05%	177
2023 Q3	$369K	Sell	4,275 -1,050	-20%	-$89.1K	0.06%	149
2023 Q2	$446K	Sell	5,325 -1,430	-21%	-$114K	0.07%	144
2023 Q1	$514K	Buy	+6,755	New	+$556K	0.09%	134

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

Baldwin Investment Management's EXE Position: Q1 2026 in Review

Baldwin Investment Management increased its Expand Energy Corp (EXE) stake by 21% in Q1 2026, buying an estimated $171K and bringing the position to 9,188 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #104.

Baldwin Investment Management first reported a position in EXE in Q1 2023 and has held it in 13 quarters since. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Baldwin Investment Management held 9,188 shares of Expand Energy Corp worth $1.01M as of Q1 2026.
Baldwin Investment Management bought 1,605 Expand Energy Corp shares in Q1 2026, an estimated $171K.
Expand Energy Corp made up 0.12% of Baldwin Investment Management's portfolio in Q1 2026, its #104 holding.
Baldwin Investment Management first reported a position in Expand Energy Corp in Q1 2023 and has held it in 13 quarters since.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.