Cambridge Investment Research Advisors
EXE

Cambridge Investment Research Advisors’s Expand Energy Corp EXE Stock Holding History

Cambridge Investment Research 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 		$1.64M Buy
14,931
+763
+5% +$81.5K ﹤0.01% 1758
2025
Q4 		$1.56M Buy
14,168
+3
+0% +$333 ﹤0.01% 1748
2025
Q3 		$1.5M Buy
14,165
+682
+5% +$68.4K ﹤0.01% 1732
2025
Q2 		$1.58M Buy
13,483
+1,061
+9% +$118K ﹤0.01% 1610
2025
Q1 		$1.38M Sell
12,422
-993
-7% -$103K ﹤0.01% 1612
2024
Q4 		$1.33M Buy
13,415
+8,296
+162% +$766K ﹤0.01% 1645
2024
Q3 		$421K Buy
5,119
+713
+16% +$54.4K ﹤0.01% 2545
2024
Q2 		$362K Sell
4,406
-4,160
-49% -$367K ﹤0.01% 2558
2024
Q1 		$761K Buy
8,566
+611
+8% +$49.1K ﹤0.01% 1925
2023
Q4 		$612K Sell
7,955
-549
-6% -$45.1K ﹤0.01% 2031
2023
Q3 		$733K Sell
8,504
-747
-8% -$63.4K ﹤0.01% 1780
2023
Q2 		$774K Sell
9,251
-803
-8% -$64.1K ﹤0.01% 1797
2023
Q1 		$765K Sell
10,054
-16,252
-62% -$1.34M ﹤0.01% 1761
2022
Q4 		$2.48M Buy
26,306
+5,355
+26% +$531K 0.01% 964
2022
Q3 		$1.97M Buy
+20,951
New +$1.97M 0.01% 1040

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

Cambridge Investment Research Advisors's EXE Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Expand Energy Corp (EXE) stake by 5.4% in Q1 2026, buying an estimated $81.5K and bringing the position to 14,931 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Cambridge Investment Research Advisors first reported a position in EXE in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.48M in Q4 2022. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Cambridge Investment Research Advisors held 14,931 shares of Expand Energy Corp worth $1.64M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 763 Expand Energy Corp shares in Q1 2026, an estimated $81.5K.
  • Expand Energy Corp made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1758 holding.
  • Cambridge Investment Research Advisors first reported a position in Expand Energy Corp in Q3 2022 and has held it in 15 quarters since.
  • Cambridge Investment Research Advisors's Expand Energy Corp position peaked at $2.48M in Q4 2022.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.