CFO
EXE

Callan Family Office’s Expand Energy Corp EXE Stock Holding History

Callan Family Office’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 		$504K Sell
4,595
-3,011
-40% -$321K 0.01% 768
2025
Q4 		$839K Buy
7,606
+3,384
+80% +$375K 0.02% 601
2025
Q3 		$449K Sell
4,222
-860
-17% -$86.3K 0.01% 564
2025
Q2 		$594K Buy
+5,082
New +$567K 0.02% 536

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

Callan Family Office's EXE Position: Q1 2026 in Review

Callan Family Office reduced its Expand Energy Corp (EXE) stake by 40% in Q1 2026, selling an estimated $321K and leaving 4,595 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #768.

Callan Family Office first reported a position in EXE in Q2 2025 and has held it in 4 quarters since. The position peaked at $839K in Q4 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Callan Family Office held 4,595 shares of Expand Energy Corp worth $504K as of Q1 2026.
  • Callan Family Office sold 3,011 Expand Energy Corp shares in Q1 2026, an estimated $321K.
  • Expand Energy Corp made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #768 holding.
  • Callan Family Office first reported a position in Expand Energy Corp in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Expand Energy Corp position peaked at $839K in Q4 2025.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.