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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dixon Mitchell Investment Counsel's EXE Position: Q1 2026 in Review

Dixon Mitchell Investment Counsel held its Expand Energy Corp (EXE) position steady in Q1 2026 at 2,046 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #76.

Dixon Mitchell Investment Counsel first reported a position in EXE in Q4 2025 and has held it in 2 quarters since. The position peaked at $226K in Q4 2025. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Dixon Mitchell Investment Counsel held 2,046 shares of Expand Energy Corp worth $225K as of Q1 2026.
  • Dixon Mitchell Investment Counsel left its Expand Energy Corp share count unchanged in Q1 2026.
  • Expand Energy Corp made up 0.01% of Dixon Mitchell Investment Counsel's portfolio in Q1 2026, its #76 holding.
  • Dixon Mitchell Investment Counsel first reported a position in Expand Energy Corp in Q4 2025 and has held it in 2 quarters since.
  • Dixon Mitchell Investment Counsel's Expand Energy Corp position peaked at $226K in Q4 2025.
  • 891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.