BIM
EXE

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
Q2 		$790K Sell
8,663
-525
-6% -$49.9K 0.08% 130
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Baldwin Investment Management's EXE Position: Q2 2026 in Review

Baldwin Investment Management reduced its Expand Energy Corp (EXE) stake by 5.7% in Q2 2026, selling an estimated $49.9K and leaving 8,663 shares worth $790K. The position accounts for 0.08% of the portfolio, ranked #130.

Baldwin Investment Management first reported a position in EXE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.01M in Q1 2026. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Baldwin Investment Management held 8,663 shares of Expand Energy Corp worth $790K as of Q2 2026.
  • Baldwin Investment Management sold 525 Expand Energy Corp shares in Q2 2026, an estimated $49.9K.
  • Expand Energy Corp made up 0.08% of Baldwin Investment Management's portfolio in Q2 2026, its #130 holding.
  • Baldwin Investment Management first reported a position in Expand Energy Corp in Q1 2023 and has held it in 14 quarters since.
  • Baldwin Investment Management's Expand Energy Corp position peaked at $1.01M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.