Janney Capital Management’s Expand Energy Corp EXE Stock Holding History

Janney Capital 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
2025 Q4	$12.7M	Sell	114,939 -1,965	-2%	-$218K	0.8%	45
2025 Q3	$12.4M	Sell	116,904 -433	-0.4%	-$43.5K	0.77%	53
2025 Q2	$13.7M	Sell	117,337 -1,536	-1%	-$171K	0.89%	36
2025 Q1	$13.2M	Sell	118,873 -6,277	-5%	-$653K	0.91%	38
2024 Q4	$12.5M	Sell	125,150 -1,942	-2%	-$179K	0.82%	47
2024 Q3	$10.5M	Buy	+127,092	New	+$9.7M	0.71%	65
2024 Q2	–	Sell	-132,001	Closed	-$11.7M	–	241
2024 Q1	$11.7M	Sell	132,001 -5,291	-4%	-$425K	0.78%	58
2023 Q4	$10.6M	Sell	137,292 -7,458	-5%	-$612K	0.71%	60
2023 Q3	$12.5M	Buy	144,750 +2,461	+2%	+$209K	0.96%	36
2023 Q2	$11.9M	Buy	142,289 +3,545	+3%	+$283K	0.83%	44
2023 Q1	$10.6M	Buy	138,744 +3,491	+3%	+$287K	0.79%	52
2022 Q4	$12.8M	Buy	135,253 +5,171	+4%	+$512K	0.91%	36
2022 Q3	$12.3M	Buy	130,082 +592	+0.5%	+$55.6K	1%	34
2022 Q2	$10.5M	Buy	129,490 +1,310	+1%	+$118K	0.84%	47
2022 Q1	$11.2M	Buy	+128,180	New	+$9.41M	0.79%	51

Other funds holding EXE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janney Capital Management's EXE Position: Q4 2025 in Review

Janney Capital Management reduced its Expand Energy Corp (EXE) stake by 1.7% in Q4 2025, selling an estimated $218K and leaving 114,939 shares worth $12.7M. The position accounts for 0.8% of the portfolio, ranked #45.

Janney Capital Management first reported a position in EXE in Q1 2022 and has held it in 15 quarters since. The position peaked at $13.7M in Q2 2025. 866 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

Janney Capital Management held 114,939 shares of Expand Energy Corp worth $12.7M as of Q4 2025.
Janney Capital Management sold 1,965 Expand Energy Corp shares in Q4 2025, an estimated $218K.
Expand Energy Corp made up 0.8% of Janney Capital Management's portfolio in Q4 2025, its #45 holding.
Janney Capital Management first reported a position in Expand Energy Corp in Q1 2022 and has held it in 15 quarters since.
Janney Capital Management's Expand Energy Corp position peaked at $13.7M in Q2 2025.
866 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.