CI Investments Inc
EXE

CI Investments Inc’s Expand Energy Corp EXE Stock Holding History

CI Investments Inc’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 		$208K Sell
1,896
-47
-2% -$5.02K ﹤0.01% 598
2025
Q4 		$214K Buy
1,943
+1,085
+126% +$120K ﹤0.01% 618
2025
Q3 		$91K Sell
858
-207
-19% -$20.8K ﹤0.01% 899
2025
Q2 		$125K Buy
1,065
+226
+27% +$25.2K ﹤0.01% 855
2025
Q1 		$93K Buy
839
+211
+34% +$22K ﹤0.01% 935
2024
Q4 		$63K Sell
628
-1,358
-68% -$125K ﹤0.01% 1013
2024
Q3 		$163K Buy
1,986
+461
+30% +$35.2K ﹤0.01% 722
2024
Q2 		$125K Sell
1,525
-220
-13% -$19.4K ﹤0.01% 755
2024
Q1 		$155K Sell
1,745
-1,638
-48% -$132K ﹤0.01% 772
2023
Q4 		$260K Buy
3,383
+937
+38% +$76.9K ﹤0.01% 562
2023
Q3 		$211K Sell
2,446
-34,741
-93% -$2.95M ﹤0.01% 622
2023
Q2 		$3.11M Sell
37,187
-23,115
-38% -$1.84M 0.02% 301
2023
Q1 		$4.58M Sell
60,302
-6,656
-10% -$548K 0.02% 281
2022
Q4 		$6.32M Sell
66,958
-16,541
-20% -$1.64M 0.03% 262
2022
Q3 		$7.87M Sell
83,499
-445
-0.5% -$41.8K 0.04% 253
2022
Q2 		$6.81M Buy
83,944
+81,954
+4,118% +$7.4M 0.03% 264
2022
Q1 		$173K Buy
1,990
+7
+0.4% +$514 ﹤0.01% 743
2021
Q4 		$128K Buy
+1,983
New +$126K ﹤0.01% 846

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return

CI Investments Inc's EXE Position: Q1 2026 in Review

CI Investments Inc reduced its Expand Energy Corp (EXE) stake by 2.4% in Q1 2026, selling an estimated $5.02K and leaving 1,896 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

CI Investments Inc first reported a position in EXE in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.87M in Q3 2022. 894 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • CI Investments Inc held 1,896 shares of Expand Energy Corp worth $208K as of Q1 2026.
  • CI Investments Inc sold 47 Expand Energy Corp shares in Q1 2026, an estimated $5.02K.
  • Expand Energy Corp made up ﹤0.01% of CI Investments Inc's portfolio in Q1 2026, its #598 holding.
  • CI Investments Inc first reported a position in Expand Energy Corp in Q4 2021 and has held it in 18 quarters since.
  • CI Investments Inc's Expand Energy Corp position peaked at $7.87M in Q3 2022.
  • 894 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.