Capstone Investment Advisors
EXE

Capstone Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-11,027
Closed -$1.22M – 2142
2025
Q3 		$1.17M Buy
11,027
+6,324
+134% +$635K ﹤0.01% 952
2025
Q2 		$550K Buy
+4,703
New +$525K ﹤0.01% 1103

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

Capstone Investment Advisors's EXE Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 11,027 shares — an estimated $1.22M sold.

Capstone Investment Advisors first reported a position in EXE in Q2 2025 and held it in 2 quarters. The position peaked at $1.17M in Q3 2025. 866 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,027 Expand Energy Corp shares in Q4 2025, an estimated $1.22M.
  • Capstone Investment Advisors first reported a position in Expand Energy Corp in Q2 2025 and held it in 2 quarters.
  • Capstone Investment Advisors's Expand Energy Corp position peaked at $1.17M in Q3 2025.
  • 866 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.