DWA
EXE

Douglass Winthrop Advisors’s Expand Energy Corp EXE Stock Holding History

Douglass Winthrop 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
Q2 		– Sell
-2,975
Closed -$327K – 320
2026
Q1 		$327K Buy
2,975
+225
+8% +$24K 0.01% 255
2025
Q4 		$303K Buy
2,750
+750
+38% +$83.2K 0.01% 271
2025
Q3 		$212K Hold
2,000
– – ﹤0.01% 294
2025
Q2 		$234K Hold
2,000
– – ﹤0.01% 261
2025
Q1 		$223K Buy
+2,000
New +$208K ﹤0.01% 267

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

Douglass Winthrop Advisors's EXE Position: Q2 2026 in Review

Douglass Winthrop Advisors sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 2,975 shares — an estimated $327K sold.

Douglass Winthrop Advisors first reported a position in EXE in Q1 2025 and held it in 5 quarters. The position peaked at $327K in Q1 2026. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Douglass Winthrop Advisors reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 2,975 Expand Energy Corp shares in Q2 2026, an estimated $327K.
  • Douglass Winthrop Advisors first reported a position in Expand Energy Corp in Q1 2025 and held it in 5 quarters.
  • Douglass Winthrop Advisors's Expand Energy Corp position peaked at $327K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.