D.A. Davidson & Co’s Expand Energy Corp EXE Stock Holding History

D.A. Davidson & Co’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	$2.36M	Buy	21,535 +13,772	+177%	+$1.47M	0.01%	637
2025 Q4	$856K	Buy	7,763 +1,923	+33%	+$213K	0.01%	945
2025 Q3	$620K	Buy	5,840 +1,185	+25%	+$119K	﹤0.01%	1042
2025 Q2	$544K	Buy	+4,655	New	+$519K	﹤0.01%	1017
2024 Q3	–	Sell	-3,000	Closed	-$247K	–	1453
2024 Q2	$247K	Sell	3,000 -1,800	-38%	-$159K	﹤0.01%	1221
2024 Q1	$426K	Sell	4,800 -1,000	-17%	-$80.3K	﹤0.01%	1041
2023 Q4	$446K	Sell	5,800 -2,400	-29%	-$197K	﹤0.01%	994
2023 Q3	$707K	Sell	8,200 -2,551	-24%	-$216K	0.01%	796
2023 Q2	$900K	Buy	10,751 +1,112	+12%	+$88.7K	0.01%	724
2023 Q1	$733K	Buy	+9,639	New	+$793K	0.01%	777

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

D.A. Davidson & Co's EXE Position: Q1 2026 in Review

D.A. Davidson & Co increased its Expand Energy Corp (EXE) stake by 177% in Q1 2026, buying an estimated $1.47M and bringing the position to 21,535 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #637.

D.A. Davidson & Co first reported a position in EXE in Q1 2023 and has held it in 10 quarters since. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

D.A. Davidson & Co held 21,535 shares of Expand Energy Corp worth $2.36M as of Q1 2026.
D.A. Davidson & Co bought 13,772 Expand Energy Corp shares in Q1 2026, an estimated $1.47M.
Expand Energy Corp made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #637 holding.
D.A. Davidson & Co first reported a position in Expand Energy Corp in Q1 2023 and has held it in 10 quarters since.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.