Evergreen Capital Management’s Expand Energy Corp EXE Stock Holding History

Evergreen Capital 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	$525K	Sell	4,781 -75	-2%	-$8.01K	0.01%	762
2025 Q4	$536K	Buy	4,856 +348	+8%	+$38.6K	0.01%	707
2025 Q3	$479K	Sell	4,508 -1,103	-20%	-$111K	0.01%	680
2025 Q2	$656K	Buy	5,611 +408	+8%	+$45.5K	0.02%	463
2025 Q1	$579K	Buy	5,203 +512	+11%	+$53.3K	0.02%	453
2024 Q4	$467K	Buy	+4,691	New	+$433K	0.02%	539
2023 Q1	–	Sell	-3,156	Closed	-$298K	–	764
2022 Q4	$298K	Sell	3,156 -744	-19%	-$73.7K	0.01%	489
2022 Q3	$368K	Buy	3,900 +406	+12%	+$38.1K	0.02%	400
2022 Q2	$283K	Buy	3,494 +152	+5%	+$13.7K	0.01%	437
2022 Q1	$290K	Buy	+3,342	New	+$245K	0.01%	494

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

Evergreen Capital Management's EXE Position: Q1 2026 in Review

Evergreen Capital Management reduced its Expand Energy Corp (EXE) stake by 1.5% in Q1 2026, selling an estimated $8.01K and leaving 4,781 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #762.

Evergreen Capital Management first reported a position in EXE in Q1 2022 and has held it in 10 quarters since. The position peaked at $656K in Q2 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Evergreen Capital Management held 4,781 shares of Expand Energy Corp worth $525K as of Q1 2026.
Evergreen Capital Management sold 75 Expand Energy Corp shares in Q1 2026, an estimated $8.01K.
Expand Energy Corp made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #762 holding.
Evergreen Capital Management first reported a position in Expand Energy Corp in Q1 2022 and has held it in 10 quarters since.
Evergreen Capital Management's Expand Energy Corp position peaked at $656K in Q2 2025.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.