BGA
EXE

Battery Global Advisors’s Expand Energy Corp EXE Stock Holding History

Battery Global Advisors’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 		– Sell
-482
Closed -$369K – 237
2025
Q4 		$369K Buy
+482
New +$53.4K 0.17% 30

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

Battery Global Advisors's EXE Position: Q1 2026 in Review

Battery Global Advisors sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 482 shares — an estimated $369K sold.

Battery Global Advisors first reported a position in EXE in Q4 2025 and held it in 1 quarter. The position peaked at $369K in Q4 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Battery Global Advisors reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Battery Global Advisors sold 482 Expand Energy Corp shares in Q1 2026, an estimated $369K.
  • Battery Global Advisors first reported a position in Expand Energy Corp in Q4 2025 and held it in 1 quarter.
  • Battery Global Advisors's Expand Energy Corp position peaked at $369K in Q4 2025.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.