E&G Advisors’s Expand Energy Corp EXE Stock Holding History

E&G 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	$233K	Hold	2,123	–	–	0.05%	209
2025 Q4	$234K	Hold	2,123	–	–	0.05%	204
2025 Q3	$226K	Hold	2,123	–	–	0.05%	203
2025 Q2	$248K	Sell	2,123 -200	-9%	-$22.3K	0.06%	185
2025 Q1	$259K	Sell	2,323 -100	-4%	-$10.4K	0.07%	182
2024 Q4	$241K	Buy	+2,423	New	+$224K	0.07%	185
2024 Q2	–	Sell	-2,337	Closed	-$208K	–	211
2024 Q1	$208K	Buy	+2,337	New	+$188K	0.07%	193
2023 Q1	–	Sell	-2,497	Closed	-$236K	–	204
2022 Q4	$236K	Buy	+2,497	New	+$247K	0.09%	182

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

E&G Advisors's EXE Position: Q1 2026 in Review

E&G Advisors held its Expand Energy Corp (EXE) position steady in Q1 2026 at 2,123 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #209.

E&G Advisors first reported a position in EXE in Q4 2022 and has held it in 8 quarters since. The position peaked at $259K in Q1 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

E&G Advisors held 2,123 shares of Expand Energy Corp worth $233K as of Q1 2026.
E&G Advisors left its Expand Energy Corp share count unchanged in Q1 2026.
Expand Energy Corp made up 0.05% of E&G Advisors's portfolio in Q1 2026, its #209 holding.
E&G Advisors first reported a position in Expand Energy Corp in Q4 2022 and has held it in 8 quarters since.
E&G Advisors's Expand Energy Corp position peaked at $259K in Q1 2025.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.