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

Hohimer 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	$1.42M	Buy	12,968 +9,655	+291%	+$1.03M	0.17%	143
2025 Q4	$366K	Hold	3,313	–	–	0.05%	210
2025 Q3	$352K	Hold	3,313	–	–	0.05%	209
2025 Q2	$387K	Sell	3,313 -2	-0.1%	-$223	0.07%	172
2025 Q1	$369K	Hold	3,315	–	–	0.07%	184
2024 Q4	$330K	Hold	3,315	–	–	0.06%	174
2024 Q3	$273K	Sell	3,315 -10,360	-76%	-$791K	0.06%	180
2024 Q2	$1.12M	Sell	13,675 -148	-1%	-$13.1K	0.26%	103
2024 Q1	$1.23M	Buy	13,823 +1,102	+9%	+$88.5K	0.29%	95
2023 Q4	$979K	Sell	12,721 -807	-6%	-$66.3K	0.25%	117
2023 Q3	$1.17M	Buy	13,528 +200	+2%	+$17K	0.33%	82
2023 Q2	$1.12M	Sell	13,328 -466	-3%	-$37.2K	0.31%	82
2023 Q1	$1.05M	Buy	13,794 +7	+0.1%	+$576	0.3%	82
2022 Q4	$1.3M	Sell	13,787 -5	-0%	-$495	0.42%	58
2022 Q3	$1.3M	Sell	13,792 -26	-0.2%	-$2.44K	0.42%	76
2022 Q2	$1.12M	Sell	13,818 -34,744	-72%	-$3.14M	0.33%	85
2022 Q1	$4.22M	Buy	48,562 +108	+0.2%	+$7.93K	0.83%	33
2021 Q4	$3.13M	Sell	48,454 -1,264	-3%	-$80.2K	0.66%	54
2021 Q3	$3.06M	Sell	49,718 -874	-2%	-$49K	0.64%	60
2021 Q2	$2.63M	Buy	50,592 +7,975	+19%	+$398K	0.54%	77
2021 Q1	$1.85M	Buy	+42,617	New	+$1.88M	0.45%	78

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

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

Hohimer Wealth Management increased its Expand Energy Corp (EXE) stake by 291% in Q1 2026, buying an estimated $1.03M and bringing the position to 12,968 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #143.

Hohimer Wealth Management first reported a position in EXE in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.22M in Q1 2022. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Hohimer Wealth Management held 12,968 shares of Expand Energy Corp worth $1.42M as of Q1 2026.
Hohimer Wealth Management bought 9,655 Expand Energy Corp shares in Q1 2026, an estimated $1.03M.
Expand Energy Corp made up 0.17% of Hohimer Wealth Management's portfolio in Q1 2026, its #143 holding.
Hohimer Wealth Management first reported a position in Expand Energy Corp in Q1 2021 and has held it in 21 quarters since.
Hohimer Wealth Management's Expand Energy Corp position peaked at $4.22M in Q1 2022.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.