BA
EXE

Bridgewater Advisors’s Expand Energy Corp EXE Stock Holding History

Bridgewater 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 		$421K Sell
5,583
-311
-5% -$33.2K 0.03% 290
2025
Q4 		$445K Buy
5,894
+223
+4% +$24.7K 0.03% 280
2025
Q3 		$509K Buy
5,671
+30
+0.5% +$3.01K 0.04% 246
2025
Q2 		$500K Buy
5,641
+436
+8% +$48.7K 0.04% 244
2025
Q1 		$559K Buy
+5,205
New +$541K 0.05% 205

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

Bridgewater Advisors's EXE Position: Q1 2026 in Review

Bridgewater Advisors reduced its Expand Energy Corp (EXE) stake by 5.3% in Q1 2026, selling an estimated $33.2K and leaving 5,583 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #290.

Bridgewater Advisors first reported a position in EXE in Q1 2025 and has held it in 5 quarters since. The position peaked at $559K in Q1 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Bridgewater Advisors held 5,583 shares of Expand Energy Corp worth $421K as of Q1 2026.
  • Bridgewater Advisors sold 311 Expand Energy Corp shares in Q1 2026, an estimated $33.2K.
  • Expand Energy Corp made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #290 holding.
  • Bridgewater Advisors first reported a position in Expand Energy Corp in Q1 2025 and has held it in 5 quarters since.
  • Bridgewater Advisors's Expand Energy Corp position peaked at $559K in Q1 2025.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

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