DIA
EXE

Dana Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Dana Investment Advisors’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
-4,288
Closed -$473K – 583
2025
Q4 		$473K Buy
+4,288
New +$475K 0.01% 470
2023
Q1 		– Sell
-5,427
Closed -$512K – 427
2022
Q4 		$512K Buy
5,427
+149
+3% +$14.8K 0.03% 311
2022
Q3 		$497K Buy
5,278
+268
+5% +$25.2K 0.03% 299
2022
Q2 		$406K Buy
+5,010
New +$453K 0.02% 346

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

Dana Investment Advisors's EXE Position: Q1 2026 in Review

Dana Investment Advisors sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 4,288 shares — an estimated $473K sold.

Dana Investment Advisors first reported a position in EXE in Q2 2022 and held it in 4 quarters. The position peaked at $512K in Q4 2022. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Dana Investment Advisors reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Dana Investment Advisors sold 4,288 Expand Energy Corp shares in Q1 2026, an estimated $473K.
  • Dana Investment Advisors first reported a position in Expand Energy Corp in Q2 2022 and held it in 4 quarters.
  • Dana Investment Advisors's Expand Energy Corp position peaked at $512K in Q4 2022.
  • 898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.