Loomis, Sayles & Company
EXE

Loomis, Sayles & Company’s Expand Energy Corp EXE Stock Holding History

Loomis, Sayles & Company’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
-10
Closed -$1.1K – 772
2025
Q4 		$1.1K Buy
+10
New +$1.11K ﹤0.01% 685
2024
Q1 		– Sell
-34
Closed -$3K – 1001
2023
Q4 		$3K Buy
+34
New +$2.79K ﹤0.01% 947
2023
Q2 		– Sell
-63
Closed -$5K – 1083
2023
Q1 		$5K Sell
63
-90
-59% -$7.41K ﹤0.01% 914
2022
Q4 		$14K Buy
153
+135
+750% +$13.4K ﹤0.01% 771
2022
Q3 		$2K Buy
+18
New +$1.69K ﹤0.01% 862
2022
Q2 		– Sell
-741
Closed -$64K – 1063
2022
Q1 		$64K Sell
741
-126
-15% -$9.25K ﹤0.01% 595
2021
Q4 		$56K Buy
867
+189
+28% +$12K ﹤0.01% 608
2021
Q3 		$42K Hold
678
– – ﹤0.01% 603
2021
Q2 		$35K Hold
678
– – ﹤0.01% 610
2021
Q1 		$29K Buy
+678
New +$29.9K ﹤0.01% 611

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Loomis, Sayles & Company's EXE Position: Q1 2026 in Review

Loomis, Sayles & Company sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 10 shares — an estimated $1.1K sold.

Loomis, Sayles & Company first reported a position in EXE in Q1 2021 and held it in 10 quarters. The position peaked at $64K in Q1 2022. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Loomis, Sayles & Company reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 10 Expand Energy Corp shares in Q1 2026, an estimated $1.1K.
  • Loomis, Sayles & Company first reported a position in Expand Energy Corp in Q1 2021 and held it in 10 quarters.
  • Loomis, Sayles & Company's Expand Energy Corp position peaked at $64K in Q1 2022.
  • 898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.