CIBC Private Wealth Group’s Expand Energy Corp EXE Stock Holding History

CIBC Private Wealth Group’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	$228M	Buy	2,063,440 +806,453	+64%	+$89.4M	0.38%	69
2025 Q3	$134M	Buy	1,256,987 +1,126,363	+862%	+$113M	0.23%	113
2025 Q2	$15.3M	Sell	130,624 -101	-0.1%	-$11.3K	0.03%	306
2025 Q1	$13.1M	Sell	130,725 -36,841	-22%	-$3.83M	0.03%	302
2024 Q4	$17.2M	Sell	167,566 -127,955	-43%	-$11.8M	0.03%	288
2024 Q3	$24.3M	Buy	295,521 +73,000	+33%	+$5.57M	0.04%	258
2024 Q2	$18.4M	Buy	222,521 +54,880	+33%	+$4.85M	0.03%	260
2024 Q1	$15M	Sell	167,641 -33,000	-16%	-$2.65M	0.03%	289
2023 Q4	$15.4M	Hold	200,641	–	–	0.03%	273
2023 Q3	$17.3M	Buy	200,641 +20	+0%	+$1.7K	0.04%	272
2023 Q2	$16.8M	Buy	200,621 +50,321	+33%	+$4.02M	0.04%	281
2023 Q1	$11.4M	Buy	+150,300	New	+$12.4M	0.03%	301

Other funds holding EXE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIBC Private Wealth Group's EXE Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Expand Energy Corp (EXE) stake by 64% in Q4 2025, buying an estimated $89.4M and bringing the position to 2,063,440 shares worth $228M. The position accounts for 0.38% of the portfolio, ranked #69.

CIBC Private Wealth Group first reported a position in EXE in Q1 2023 and has held it in 12 quarters since. 866 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

CIBC Private Wealth Group held 2,063,440 shares of Expand Energy Corp worth $228M as of Q4 2025.
CIBC Private Wealth Group bought 806,453 Expand Energy Corp shares in Q4 2025, an estimated $89.4M.
Expand Energy Corp made up 0.38% of CIBC Private Wealth Group's portfolio in Q4 2025, its #69 holding.
CIBC Private Wealth Group first reported a position in Expand Energy Corp in Q1 2023 and has held it in 12 quarters since.
866 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.