DMIC
EXE

Dixon Mitchell Investment Counsel’s Expand Energy Corp EXE Stock Holding History

Dixon Mitchell Investment Counsel’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
Q2 		$124K Sell
1,365
-681
-33% -$64.7K ﹤0.01% 93
2026
Q1 		$225K Hold
2,046
– – 0.01% 76
2025
Q4 		$226K Buy
+2,046
New +$227K 0.01% 71

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Dixon Mitchell Investment Counsel's EXE Position: Q2 2026 in Review

Dixon Mitchell Investment Counsel reduced its Expand Energy Corp (EXE) stake by 33% in Q2 2026, selling an estimated $64.7K and leaving 1,365 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #93.

Dixon Mitchell Investment Counsel first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q4 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Dixon Mitchell Investment Counsel held 1,365 shares of Expand Energy Corp worth $124K as of Q2 2026.
  • Dixon Mitchell Investment Counsel sold 681 Expand Energy Corp shares in Q2 2026, an estimated $64.7K.
  • Expand Energy Corp made up ﹤0.01% of Dixon Mitchell Investment Counsel's portfolio in Q2 2026, its #93 holding.
  • Dixon Mitchell Investment Counsel first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • Dixon Mitchell Investment Counsel's Expand Energy Corp position peaked at $226K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.