CT
EXE

Clearstead Trust’s Expand Energy Corp EXE Stock Holding History

Clearstead Trust’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
-27
Closed -$2.98K – 1050
2025
Q4 		$2.98K Buy
+27
New +$2.99K ﹤0.01% 852
2025
Q2 		– Sell
-2
Closed -$223 – 1550
2025
Q1 		$223 Buy
+2
New +$208 ﹤0.01% 867

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

Clearstead Trust's EXE Position: Q1 2026 in Review

Clearstead Trust sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 27 shares — an estimated $2.98K sold.

Clearstead Trust first reported a position in EXE in Q1 2025 and held it in 2 quarters. The position peaked at $2.98K in Q4 2025. 896 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Clearstead Trust reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Clearstead Trust sold 27 Expand Energy Corp shares in Q1 2026, an estimated $2.98K.
  • Clearstead Trust first reported a position in Expand Energy Corp in Q1 2025 and held it in 2 quarters.
  • Clearstead Trust's Expand Energy Corp position peaked at $2.98K in Q4 2025.
  • 896 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.