BCWM
EXE

Bartlett & Co Wealth Management’s Expand Energy Corp EXE Stock Holding History

Bartlett & Co Wealth 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 		$228K Sell
2,267
-127
-5% -$13.6K ﹤0.01% 440
2025
Q4 		$264K Buy
2,394
+2
+0.1% +$222 ﹤0.01% 419
2025
Q3 		$254K Buy
2,392
+77
+3% +$7.73K ﹤0.01% 420
2025
Q2 		$271K Buy
2,315
+2
+0.1% +$223 ﹤0.01% 406
2025
Q1 		$257K Buy
2,313
+1
+0% +$104 ﹤0.01% 418
2024
Q4 		$230K Buy
2,312
+817
+55% +$75.4K ﹤0.01% 421
2024
Q3 		$123K Hold
1,495
– – ﹤0.01% 516
2024
Q2 		$123K Sell
1,495
-655
-30% -$57.8K ﹤0.01% 512
2024
Q1 		$191K Sell
2,150
-325
-13% -$26.1K ﹤0.01% 456
2023
Q4 		$192K Sell
2,475
-770
-24% -$63.2K ﹤0.01% 477
2023
Q3 		$280K Sell
3,245
-1,000
-24% -$84.9K 0.01% 407
2023
Q2 		$355K Buy
+4,245
New +$339K 0.01% 386

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

Bartlett & Co Wealth Management's EXE Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Expand Energy Corp (EXE) stake by 5.3% in Q1 2026, selling an estimated $13.6K and leaving 2,267 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Bartlett & Co Wealth Management first reported a position in EXE in Q2 2023 and has held it in 12 quarters since. The position peaked at $355K in Q2 2023. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,267 shares of Expand Energy Corp worth $228K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 127 Expand Energy Corp shares in Q1 2026, an estimated $13.6K.
  • Expand Energy Corp made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #440 holding.
  • Bartlett & Co Wealth Management first reported a position in Expand Energy Corp in Q2 2023 and has held it in 12 quarters since.
  • Bartlett & Co Wealth Management's Expand Energy Corp position peaked at $355K in Q2 2023.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.