GWM
EXE

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

Greenline 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
-43
Closed -$4.75K – 545
2025
Q4 		$4.75K Buy
+43
New +$4.77K ﹤0.01% 398

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

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

Greenline Wealth Management sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 43 shares — an estimated $4.75K sold.

Greenline Wealth Management first reported a position in EXE in Q4 2025 and held it in 1 quarter. The position peaked at $4.75K in Q4 2025. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Greenline Wealth Management reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 43 Expand Energy Corp shares in Q1 2026, an estimated $4.75K.
  • Greenline Wealth Management first reported a position in Expand Energy Corp in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Expand Energy Corp position peaked at $4.75K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

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