EP
EXE

Edgestream Partners’s Expand Energy Corp EXE Stock Holding History

Edgestream Partners’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 		– Sell
-43,048
Closed -$4.75M – 1157
2025
Q4 		$4.75M Buy
+43,048
New +$4.77M 0.13% 266
2025
Q3 		– Sell
-28,624
Closed -$3.35M – 1101
2025
Q2 		$3.35M Buy
+28,624
New +$3.19M 0.09% 404
2024
Q1 		– Sell
-37,778
Closed -$2.91M – 1057
2023
Q4 		$2.91M Buy
37,778
+7,780
+26% +$639K 0.21% 145
2023
Q3 		$2.59M Buy
+29,998
New +$2.55M 0.21% 129

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 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

Edgestream Partners's EXE Position: Q1 2026 in Review

Edgestream Partners sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 43,048 shares — an estimated $4.75M sold.

Edgestream Partners first reported a position in EXE in Q3 2023 and held it in 4 quarters. The position peaked at $4.75M in Q4 2025. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Edgestream Partners reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 43,048 Expand Energy Corp shares in Q1 2026, an estimated $4.75M.
  • Edgestream Partners first reported a position in Expand Energy Corp in Q3 2023 and held it in 4 quarters.
  • Edgestream Partners's Expand Energy Corp position peaked at $4.75M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.