CFG
EXE

CMC Financial Group’s Expand Energy Corp EXE Stock Holding History

CMC Financial 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
2026
Q1 		– Sell
-3,102
Closed -$342K – 50
2025
Q4 		$342K Buy
+3,102
New +$344K 0.61% 30
2024
Q3 		– Sell
-3,099
Closed -$255K – 22
2024
Q2 		$255K Hold
3,099
– – 0.42% 14
2024
Q1 		$275K Sell
3,099
-270
-8% -$21.7K 0.39% 15
2023
Q4 		$279K Sell
3,369
-11,067
-77% -$909K 0.37% 15
2023
Q3 		$1.24M Buy
14,436
+1,229
+9% +$104K 1.96% 10
2023
Q2 		$1.11M Sell
13,207
-108
-0.8% -$8.62K 2.1% 9
2023
Q1 		$1.01M Buy
+13,315
New +$1.1M 1.81% 9

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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 $156B AUM 27.51% 1-Year Est. Return

CMC Financial Group's EXE Position: Q1 2026 in Review

CMC Financial Group sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 3,102 shares — an estimated $342K sold.

CMC Financial Group first reported a position in EXE in Q1 2023 and held it in 7 quarters. The position peaked at $1.24M in Q3 2023. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • CMC Financial Group reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • CMC Financial Group sold 3,102 Expand Energy Corp shares in Q1 2026, an estimated $342K.
  • CMC Financial Group first reported a position in Expand Energy Corp in Q1 2023 and held it in 7 quarters.
  • CMC Financial Group's Expand Energy Corp position peaked at $1.24M in Q3 2023.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.