IIM
EXE

Ironwood Investment Management’s Expand Energy Corp EXE Stock Holding History

Ironwood Investment 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 		$224K Hold
2,042
– – 0.09% 158
2025
Q4 		$225K Hold
2,042
– – 0.09% 153
2025
Q3 		$217K Hold
2,042
– – 0.09% 153
2025
Q2 		$239K Hold
2,042
– – 0.12% 140
2025
Q1 		$227K Hold
2,042
– – 0.12% 135
2024
Q4 		$203K Buy
+2,042
New +$189K 0.1% 149

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

Ironwood Investment Management's EXE Position: Q1 2026 in Review

Ironwood Investment Management held its Expand Energy Corp (EXE) position steady in Q1 2026 at 2,042 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #158.

Ironwood Investment Management first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $239K in Q2 2025. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Ironwood Investment Management held 2,042 shares of Expand Energy Corp worth $224K as of Q1 2026.
  • Ironwood Investment Management left its Expand Energy Corp share count unchanged in Q1 2026.
  • Expand Energy Corp made up 0.09% of Ironwood Investment Management's portfolio in Q1 2026, its #158 holding.
  • Ironwood Investment Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
  • Ironwood Investment Management's Expand Energy Corp position peaked at $239K in Q2 2025.
  • 891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.