Jupiter Asset Management’s Expand Energy Corp EXE Stock Holding History

Jupiter Asset 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	–	Sell	-3,246	Closed	-$358K	–	579
2025 Q4	$358K	Sell	3,246 -1,364	-30%	-$151K	﹤0.01%	380
2025 Q3	$490K	Buy	4,610 +636	+16%	+$63.8K	﹤0.01%	382
2025 Q2	$465K	Hold	3,974	–	–	﹤0.01%	399
2025 Q1	$442K	Hold	3,974	–	–	﹤0.01%	396
2024 Q4	$396K	Buy	+3,974	New	+$367K	﹤0.01%	362
2023 Q3	–	Sell	-43,098	Closed	-$3.61M	–	605
2023 Q2	$3.61M	Buy	+43,098	New	+$3.44M	0.04%	307
2023 Q1	–	Sell	-65,026	Closed	-$6.13M	–	516
2022 Q4	$6.13M	Buy	65,026 +38,898	+149%	+$3.85M	0.09%	210
2022 Q3	$2.46M	Hold	26,128	–	–	0.04%	328
2022 Q2	$2.12M	Hold	26,128	–	–	0.03%	367
2022 Q1	$2.27M	Hold	26,128	–	–	0.03%	340
2021 Q4	$1.68M	Buy	26,128 +5,705	+28%	+$362K	0.02%	373
2021 Q3	$1.26M	Hold	20,423	–	–	0.01%	391
2021 Q2	$1.06M	Hold	20,423	–	–	0.01%	437
2021 Q1	$887K	Buy	+20,423	New	+$900K	0.01%	449

Other funds holding EXE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Asset Management's EXE Position: Q1 2026 in Review

Jupiter Asset Management sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 3,246 shares — an estimated $358K sold.

Jupiter Asset Management first reported a position in EXE in Q1 2021 and held it in 14 quarters. The position peaked at $6.13M in Q4 2022. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Jupiter Asset Management reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
Jupiter Asset Management sold 3,246 Expand Energy Corp shares in Q1 2026, an estimated $358K.
Jupiter Asset Management first reported a position in Expand Energy Corp in Q1 2021 and held it in 14 quarters.
Jupiter Asset Management's Expand Energy Corp position peaked at $6.13M in Q4 2022.
898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.