Donoghue Forlines’s Expand Energy Corp EXE Stock Holding History

Donoghue Forlines’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	$1.68M	Sell	15,335 -4,306	-22%	-$460K	0.47%	73
2025 Q4	$2.17M	Buy	+19,641	New	+$2.18M	0.67%	51
2025 Q3	–	Sell	-24,079	Closed	-$2.82M	–	141
2025 Q2	$2.82M	Buy	+24,079	New	+$2.69M	0.8%	34
2022 Q4	–	Sell	-2,964	Closed	-$279K	–	273
2022 Q3	$279K	Sell	2,964 -4,869	-62%	-$457K	0.1%	179
2022 Q2	$635K	Buy	+7,833	New	+$708K	0.17%	162

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

Donoghue Forlines's EXE Position: Q1 2026 in Review

Donoghue Forlines reduced its Expand Energy Corp (EXE) stake by 22% in Q1 2026, selling an estimated $460K and leaving 15,335 shares worth $1.68M. The position accounts for 0.47% of the portfolio, ranked #73.

Donoghue Forlines first reported a position in EXE in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.82M in Q2 2025. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Donoghue Forlines held 15,335 shares of Expand Energy Corp worth $1.68M as of Q1 2026.
Donoghue Forlines sold 4,306 Expand Energy Corp shares in Q1 2026, an estimated $460K.
Expand Energy Corp made up 0.47% of Donoghue Forlines's portfolio in Q1 2026, its #73 holding.
Donoghue Forlines first reported a position in Expand Energy Corp in Q2 2022 and has held it in 5 quarters since.
Donoghue Forlines's Expand Energy Corp position peaked at $2.82M in Q2 2025.
891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.