CIM Investment Management’s Expand Energy Corp EXE Stock Holding History

CIM Investment 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	$382K	Buy	3,482 +1,292	+59%	+$138K	0.1%	158
2025 Q4	$242K	Hold	2,190	–	–	0.06%	207
2025 Q3	$233K	Sell	2,190 -2,359	-52%	-$237K	0.06%	209
2025 Q2	$492K	Buy	4,549 +2,283	+101%	+$255K	0.09%	177
2025 Q1	$252K	Sell	2,266 -54	-2%	-$5.62K	0.06%	195
2024 Q4	$231K	Buy	+2,320	New	+$214K	0.07%	213
2024 Q2	–	Sell	-2,871	Closed	-$255K	–	289
2024 Q1	$255K	Hold	2,871	–	–	0.08%	223
2023 Q4	$221K	Hold	2,871	–	–	0.07%	248
2023 Q3	$248K	Hold	2,871	–	–	0.09%	214
2023 Q2	$240K	Hold	2,871	–	–	0.08%	224
2023 Q1	$218K	Buy	2,871 +99	+4%	+$8.15K	0.08%	235
2022 Q4	$262K	Hold	2,772	–	–	0.1%	188
2022 Q3	$261K	Hold	2,772	–	–	0.12%	169
2022 Q2	$225K	Hold	2,772	–	–	0.09%	195
2022 Q1	$241K	Sell	2,772 -1,874	-40%	-$138K	0.08%	205
2021 Q4	$300K	Hold	4,646	–	–	0.09%	211
2021 Q3	$286K	Hold	4,646	–	–	0.09%	208
2021 Q2	$241K	Buy	+4,646	New	+$232K	0.07%	255

Other funds holding EXE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

CIM Investment Management's EXE Position: Q1 2026 in Review

CIM Investment Management increased its Expand Energy Corp (EXE) stake by 59% in Q1 2026, buying an estimated $138K and bringing the position to 3,482 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #158.

CIM Investment Management first reported a position in EXE in Q2 2021 and has held it in 18 quarters since. The position peaked at $492K in Q2 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

CIM Investment Management held 3,482 shares of Expand Energy Corp worth $382K as of Q1 2026.
CIM Investment Management bought 1,292 Expand Energy Corp shares in Q1 2026, an estimated $138K.
Expand Energy Corp made up 0.1% of CIM Investment Management's portfolio in Q1 2026, its #158 holding.
CIM Investment Management first reported a position in Expand Energy Corp in Q2 2021 and has held it in 18 quarters since.
CIM Investment Management's Expand Energy Corp position peaked at $492K in Q2 2025.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.