HP
EXE

Hartree Partners’s Expand Energy Corp EXE Stock Holding History

Hartree Partners’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
2025
Q3 		– Sell
-401,000
Closed -$469K – 107
2025
Q2 		$469K Sell
401,000
-269,000
-40% -$30M 0.13% 48
2025
Q1 		$1.5M Buy
+670,000
New +$69.7M 0.54% 28
2024
Q4 		– Sell
-370,000
Closed -$30.4M – 90
2024
Q3 		$30.4M Buy
+370,000
New +$28.3M 6.98% 3

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

Hartree Partners's EXE Position: Q1 2026 in Review

Hartree Partners reduced its Expand Energy Corp (EXE) stake by 65% in Q1 2026, selling an estimated $5.75M and leaving 28,959 shares worth $3.18M. The position accounts for 0.68% of the portfolio, ranked #35.

Hartree Partners first reported a position in EXE in Q2 2021 and has held it in 17 quarters since. The position peaked at $28.5M in Q3 2024. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Hartree Partners held 28,959 shares of Expand Energy Corp worth $3.18M as of Q1 2026.
  • Hartree Partners sold 53,820 Expand Energy Corp shares in Q1 2026, an estimated $5.75M.
  • Expand Energy Corp made up 0.68% of Hartree Partners's portfolio in Q1 2026, its #35 holding.
  • Hartree Partners first reported a position in Expand Energy Corp in Q2 2021 and has held it in 17 quarters since.
  • Hartree Partners's Expand Energy Corp position peaked at $28.5M in Q3 2024.
  • 891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Hartree Partners's 13F filing for Q1 2026, filed 12 May 2026.