Corient IA’s Expand Energy Corp EXE Stock Holding History

Corient IA’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	–	Sell	-12,500	Closed	-$1.33M	–	239
2025 Q3	$1.33M	Buy	+12,500	New	+$1.25M	0.99%	15

Other funds holding EXE

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Corient IA's EXE Position: Q4 2025 in Review

Corient IA sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 12,500 shares — an estimated $1.33M sold.

Corient IA first reported a position in EXE in Q3 2025 and held it in 1 quarter. The position peaked at $1.33M in Q3 2025. 869 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

Corient IA reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
Corient IA sold 12,500 Expand Energy Corp shares in Q4 2025, an estimated $1.33M.
Corient IA first reported a position in Expand Energy Corp in Q3 2025 and held it in 1 quarter.
Corient IA's Expand Energy Corp position peaked at $1.33M in Q3 2025.
869 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Corient IA's 13F filing for Q4 2025, filed 13 Feb 2026.