Belpointe Asset Management’s Expand Energy Corp EXE Stock Holding History

Belpointe Asset 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	–	Sell	-7,818	Closed	-$863K	–	1205
2025 Q4	$863K	Buy	+7,818	New	+$867K	0.03%	486
2025 Q3	–	Sell	-2,316	Closed	-$271K	–	1058
2025 Q2	$271K	Sell	2,316 -104	-4%	-$11.6K	0.01%	787
2025 Q1	$269K	Buy	+2,420	New	+$252K	0.01%	759
2023 Q2	–	Sell	-347	Closed	-$26.4K	–	3489
2023 Q1	$26.4K	Buy	347 +287	+478%	+$23.6K	﹤0.01%	2142
2022 Q4	$5.65K	Buy	+60	New	+$5.94K	﹤0.01%	2882

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

Belpointe Asset Management's EXE Position: Q1 2026 in Review

Belpointe Asset Management sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 7,818 shares — an estimated $863K sold.

Belpointe Asset Management first reported a position in EXE in Q4 2022 and held it in 5 quarters. The position peaked at $863K in Q4 2025. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Belpointe Asset Management reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 7,818 Expand Energy Corp shares in Q1 2026, an estimated $863K.
Belpointe Asset Management first reported a position in Expand Energy Corp in Q4 2022 and held it in 5 quarters.
Belpointe Asset Management's Expand Energy Corp position peaked at $863K in Q4 2025.
891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.