Jim Simons’s Expand Energy Corp EXE Stock Holding History

Jim Simons’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	$35.8M	Buy	+325,762	New	+$34.8M	0.06%	432
2025 Q3	–	Sell	-462,862	Closed	-$54.1M	–	4030
2025 Q2	$54.1M	Sell	462,862 -44,468	-9%	-$4.96M	0.07%	315
2025 Q1	$56.5M	Buy	+507,330	New	+$52.8M	0.09%	284
2024 Q3	–	Sell	-329,520	Closed	-$27.1M	–	3963
2024 Q2	$27.1M	Sell	329,520 -4,411	-1%	-$390K	0.05%	481
2024 Q1	$29.7M	Buy	+333,931	New	+$26.8M	0.05%	476
2023 Q2	–	Sell	-95,600	Closed	-$7.27M	–	4332
2023 Q1	$7.27M	Sell	95,600 -567,820	-86%	-$46.7M	0.01%	1265
2022 Q4	$62.6M	Sell	663,420 -408,400	-38%	-$40.5M	0.09%	268
2022 Q3	$101M	Buy	1,071,820 +793,120	+285%	+$74.5M	0.14%	152
2022 Q2	$22.6M	Sell	278,700 -409,420	-59%	-$37M	0.03%	664
2022 Q1	$59.9M	Buy	688,120 +594,400	+634%	+$43.6M	0.07%	293
2021 Q4	$6.05M	Sell	93,720 -239,580	-72%	-$15.2M	0.01%	1399
2021 Q3	$20.5M	Sell	333,300 -325,000	-49%	-$18.2M	0.03%	662
2021 Q2	$34.2M	Buy	+658,300	New	+$32.9M	0.04%	482

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return

Jim Simons's EXE Position: Q1 2026 in Review

Jim Simons opened a new position in Expand Energy Corp (EXE) in Q1 2026: 325,762 shares worth $35.8M. The stake represents 0.06% of the portfolio and ranks #432 among its holdings. This is a return to the name: Jim Simons previously reported a position in EXE as recently as Q2 2025.

Jim Simons first reported a position in EXE in Q2 2021 and has held it in 13 quarters since. The position peaked at $101M in Q3 2022. 894 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Jim Simons held 325,762 shares of Expand Energy Corp worth $35.8M as of Q1 2026.
Expand Energy Corp was a new Jim Simons position in Q1 2026.
Expand Energy Corp made up 0.06% of Jim Simons's portfolio in Q1 2026, its #432 holding.
Jim Simons first reported a position in Expand Energy Corp in Q2 2021 and has held it in 13 quarters since.
Jim Simons's Expand Energy Corp position peaked at $101M in Q3 2022.
894 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.