FFM
EXE

Forum Financial Management’s Expand Energy Corp EXE Stock Holding History

Forum Financial 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
-6,899
Closed -$761K – 1023
2025
Q4 		$761K Sell
6,899
-756
-10% -$83.8K 0.01% 316
2025
Q3 		$813K Buy
7,655
+3,539
+86% +$355K 0.01% 286
2025
Q2 		$481K Buy
4,116
+90
+2% +$10K 0.01% 430
2025
Q1 		$448K Hold
4,026
– – 0.01% 416
2024
Q4 		$401K Buy
4,026
+1,376
+52% +$127K 0.01% 477
2024
Q3 		$218K Buy
2,650
+1
+0% +$76 ﹤0.01% 683
2024
Q2 		$218K Hold
2,649
– – ﹤0.01% 639
2024
Q1 		$235K Hold
2,649
– – ﹤0.01% 624
2023
Q4 		$204K Sell
2,649
-163
-6% -$13.4K ﹤0.01% 637
2023
Q3 		$242K Buy
2,812
+163
+6% +$13.8K 0.01% 503
2023
Q2 		$222K Hold
2,649
– – 0.01% 574
2023
Q1 		$201K Sell
2,649
-10
-0.4% -$823 0.01% 571
2022
Q4 		$251K Sell
2,659
-21
-0.8% -$2.08K 0.01% 451
2022
Q3 		$252K Buy
2,680
+31
+1% +$2.91K 0.01% 407
2022
Q2 		$215K Hold
2,649
– – 0.01% 490
2022
Q1 		$230K Buy
+2,649
New +$194K 0.01% 509

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

Forum Financial Management's EXE Position: Q1 2026 in Review

Forum Financial Management sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 6,899 shares — an estimated $761K sold.

Forum Financial Management first reported a position in EXE in Q1 2022 and held it in 16 quarters. The position peaked at $813K in Q3 2025. 896 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Forum Financial Management reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,899 Expand Energy Corp shares in Q1 2026, an estimated $761K.
  • Forum Financial Management first reported a position in Expand Energy Corp in Q1 2022 and held it in 16 quarters.
  • Forum Financial Management's Expand Energy Corp position peaked at $813K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.