Envestnet Portfolio Solutions
EXE

Envestnet Portfolio Solutions’s Expand Energy Corp EXE Stock Holding History

Envestnet Portfolio Solutions’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 		$859K Buy
7,826
+2,594
+50% +$277K ﹤0.01% 688
2025
Q4 		$577K Buy
5,232
+209
+4% +$23.2K ﹤0.01% 993
2025
Q3 		$534K Sell
5,023
-49
-1% -$4.92K ﹤0.01% 1000
2025
Q2 		$593K Buy
5,072
+713
+16% +$79.6K ﹤0.01% 1017
2025
Q1 		$485K Sell
4,359
-2,891
-40% -$301K ﹤0.01% 1063
2024
Q4 		$722K Buy
+7,250
New +$669K ﹤0.01% 1068
2023
Q4 		– Sell
-3,040
Closed -$262K – 1610
2023
Q3 		$262K Buy
+3,040
New +$258K ﹤0.01% 1298

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

Envestnet Portfolio Solutions's EXE Position: Q1 2026 in Review

Envestnet Portfolio Solutions increased its Expand Energy Corp (EXE) stake by 50% in Q1 2026, buying an estimated $277K and bringing the position to 7,826 shares worth $859K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Envestnet Portfolio Solutions first reported a position in EXE in Q3 2023 and has held it in 7 quarters since. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Envestnet Portfolio Solutions held 7,826 shares of Expand Energy Corp worth $859K as of Q1 2026.
  • Envestnet Portfolio Solutions bought 2,594 Expand Energy Corp shares in Q1 2026, an estimated $277K.
  • Expand Energy Corp made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #688 holding.
  • Envestnet Portfolio Solutions first reported a position in Expand Energy Corp in Q3 2023 and has held it in 7 quarters since.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.