CIBC World Markets’s Expand Energy Corp EXE Stock Holding History

CIBC World Markets’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	$3.66M	Buy	+33,130	New	+$3.67M	0.02%	472
2025 Q2	$3.15M	Buy	26,951 +1,690	+7%	+$189K	0.02%	465
2025 Q1	$2.81M	Buy	25,261 +16,020	+173%	+$1.67M	0.02%	422
2024 Q4	$920K	Sell	9,241 -3,646	-28%	-$337K	0.01%	622
2024 Q3	$1.06M	Buy	12,887 +6,892	+115%	+$526K	0.01%	609
2024 Q2	$493K	Buy	5,995 +1,443	+32%	+$127K	﹤0.01%	660
2024 Q1	$404K	Buy	4,552 +1,418	+45%	+$114K	﹤0.01%	746
2023 Q4	$241K	Buy	+3,134	New	+$257K	﹤0.01%	725

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 World Markets's EXE Position: Q4 2025 in Review

CIBC World Markets opened a new position in Expand Energy Corp (EXE) in Q4 2025: 33,130 shares worth $3.66M. The stake represents 0.02% of the portfolio and ranks #472 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in EXE as recently as Q2 2025.

CIBC World Markets first reported a position in EXE in Q4 2023 and has held it in 8 quarters since. 866 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

CIBC World Markets held 33,130 shares of Expand Energy Corp worth $3.66M as of Q4 2025.
Expand Energy Corp was a new CIBC World Markets position in Q4 2025.
Expand Energy Corp made up 0.02% of CIBC World Markets's portfolio in Q4 2025, its #472 holding.
CIBC World Markets first reported a position in Expand Energy Corp in Q4 2023 and has held it in 8 quarters since.
866 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.