Evercore Wealth Management’s Expand Energy Corp EXE Stock Holding History

Evercore Wealth Management’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	-5,028	Closed	-$555K	–	437
2025 Q4	$555K	Sell	5,028 -15,000	-75%	-$1.66M	0.01%	279
2025 Q3	$2.13M	Buy	+20,028	New	+$2.01M	0.03%	153
2025 Q2	–	Sell	-5,035	Closed	-$560K	–	430
2025 Q1	$560K	Hold	5,035	–	–	0.01%	266
2024 Q4	$501K	Buy	+5,035	New	+$465K	0.01%	274
2024 Q2	–	Sell	-10,000	Closed	-$888K	–	433
2024 Q1	$888K	Sell	10,000 -42	-0.4%	-$3.37K	0.01%	227
2023 Q4	$773K	Buy	10,042 +42	+0.4%	+$3.45K	0.01%	236
2023 Q3	$862K	Hold	10,000	–	–	0.02%	223
2023 Q2	$837K	Hold	10,000	–	–	0.02%	229
2023 Q1	$760K	Hold	10,000	–	–	0.02%	236
2022 Q4	$944K	Buy	+10,000	New	+$991K	0.02%	218

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

Evercore Wealth Management's EXE Position: Q1 2026 in Review

Evercore Wealth Management sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 5,028 shares — an estimated $555K sold.

Evercore Wealth Management first reported a position in EXE in Q4 2022 and held it in 10 quarters. The position peaked at $2.13M in Q3 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Evercore Wealth Management reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
Evercore Wealth Management sold 5,028 Expand Energy Corp shares in Q1 2026, an estimated $555K.
Evercore Wealth Management first reported a position in Expand Energy Corp in Q4 2022 and held it in 10 quarters.
Evercore Wealth Management's Expand Energy Corp position peaked at $2.13M in Q3 2025.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.