CTWM
EXE

Cherry Tree Wealth Management’s Expand Energy Corp EXE Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-848
Closed -$93.6K – 605
2025
Q4 		$93.6K Hold
848
– – 0.02% 224
2025
Q3 		$90.1K Hold
848
– – 0.02% 226
2025
Q2 		$99.2K Hold
848
– – 0.02% 217
2025
Q1 		$94.4K Sell
848
-1,047
-55% -$109K 0.02% 216
2024
Q4 		$189K Buy
+1,895
New +$175K 0.05% 162

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cherry Tree Wealth Management's EXE Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 848 shares — an estimated $93.6K sold.

Cherry Tree Wealth Management first reported a position in EXE in Q4 2024 and held it in 5 quarters. The position peaked at $189K in Q4 2024. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 848 Expand Energy Corp shares in Q1 2026, an estimated $93.6K.
  • Cherry Tree Wealth Management first reported a position in Expand Energy Corp in Q4 2024 and held it in 5 quarters.
  • Cherry Tree Wealth Management's Expand Energy Corp position peaked at $189K in Q4 2024.
  • 898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.