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
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 $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

Douglass Winthrop Advisors's EXE Position: Q1 2026 in Review

Douglass Winthrop Advisors increased its Expand Energy Corp (EXE) stake by 8.2% in Q1 2026, buying an estimated $24K and bringing the position to 2,975 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #255.

Douglass Winthrop Advisors first reported a position in EXE in Q1 2025 and has held it in 5 quarters since. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Douglass Winthrop Advisors held 2,975 shares of Expand Energy Corp worth $327K as of Q1 2026.
  • Douglass Winthrop Advisors bought 225 Expand Energy Corp shares in Q1 2026, an estimated $24K.
  • Expand Energy Corp made up 0.01% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #255 holding.
  • Douglass Winthrop Advisors first reported a position in Expand Energy Corp in Q1 2025 and has held it in 5 quarters since.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

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