CVA Family Office’s Expand Energy Corp EXE Stock Holding History

CVA Family Office’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	$1.15M	Buy	10,448 +203	+2%	+$21.7K	0.12%	105
2025 Q4	$1.13M	Hold	10,245	–	–	0.13%	95
2025 Q3	$1.09M	Sell	10,245 -17	-0.2%	-$1.71K	0.14%	98
2025 Q2	$1.2M	Buy	10,262 +61	+0.6%	+$6.81K	0.17%	94
2025 Q1	$1.14M	Buy	10,201 +60	+0.6%	+$6.24K	0.17%	90
2024 Q4	$1.01M	Buy	10,141 +59	+0.6%	+$5.45K	0.16%	89
2024 Q3	$829K	Buy	10,082 +82	+0.8%	+$6.26K	0.13%	108
2024 Q2	$822K	Hold	10,000	–	–	0.15%	97
2024 Q1	$888K	Buy	+10,000	New	+$803K	0.16%	93
2023 Q1	–	Sell	-29	Closed	-$2.74K	–	1015
2022 Q4	$2.74K	Buy	+29	New	+$2.87K	﹤0.01%	798

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

CVA Family Office's EXE Position: Q1 2026 in Review

CVA Family Office increased its Expand Energy Corp (EXE) stake by 2% in Q1 2026, buying an estimated $21.7K and bringing the position to 10,448 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #105.

CVA Family Office first reported a position in EXE in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.2M in Q2 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

CVA Family Office held 10,448 shares of Expand Energy Corp worth $1.15M as of Q1 2026.
CVA Family Office bought 203 Expand Energy Corp shares in Q1 2026, an estimated $21.7K.
Expand Energy Corp made up 0.12% of CVA Family Office's portfolio in Q1 2026, its #105 holding.
CVA Family Office first reported a position in Expand Energy Corp in Q4 2022 and has held it in 10 quarters since.
CVA Family Office's Expand Energy Corp position peaked at $1.2M in Q2 2025.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.