Caldwell Sutter Capital’s Expand Energy Corp EXE Stock Holding History

Caldwell Sutter Capital’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	$82.1K	Hold	900	–	–	0.03%	327
2026 Q1	$98.8K	Hold	900	–	–	0.04%	295
2025 Q4	$99.3K	Hold	900	–	–	0.04%	280
2025 Q3	$95.6K	Hold	900	–	–	0.04%	289
2025 Q2	$105K	Hold	900	–	–	0.05%	275
2025 Q1	$100K	Hold	900	–	–	0.05%	274
2024 Q4	$89.6K	Hold	900	–	–	0.04%	285
2024 Q3	$74K	Hold	900	–	–	0.03%	313
2024 Q2	$74K	Sell	900 -975	-52%	-$86.1K	0.04%	302
2024 Q1	$167K	Sell	1,875 -250	-12%	-$20.1K	0.08%	223
2023 Q4	$163K	Hold	2,125	–	–	0.08%	217
2023 Q3	$183K	Hold	2,125	–	–	0.1%	182
2023 Q2	$178K	Hold	2,125	–	–	0.09%	191
2023 Q1	$162K	Hold	2,125	–	–	0.12%	152
2022 Q4	$201K	Buy	+2,125	New	+$211K	0.18%	101

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Caldwell Sutter Capital's EXE Position: Q2 2026 in Review

Caldwell Sutter Capital held its Expand Energy Corp (EXE) position steady in Q2 2026 at 900 shares worth $82.1K. The position accounts for 0.03% of the portfolio, ranked #327.

Caldwell Sutter Capital first reported a position in EXE in Q4 2022 and has held it in 15 quarters since. The position peaked at $201K in Q4 2022. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Caldwell Sutter Capital held 900 shares of Expand Energy Corp worth $82.1K as of Q2 2026.
Caldwell Sutter Capital left its Expand Energy Corp share count unchanged in Q2 2026.
Expand Energy Corp made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #327 holding.
Caldwell Sutter Capital first reported a position in Expand Energy Corp in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Expand Energy Corp position peaked at $201K in Q4 2022.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.