MCM
EXE

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

MAI 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
2026
Q1 		$797K Buy
7,261
+6,607
+1,010% +$705K ﹤0.01% 849
2025
Q4 		$72.2K Buy
654
+54
+9% +$5.99K ﹤0.01% 1812
2025
Q3 		$63.7K Sell
600
-5
-0.8% -$502 ﹤0.01% 1794
2025
Q2 		$70.7K Buy
605
+339
+127% +$37.8K ﹤0.01% 1661
2025
Q1 		$29.6K Sell
266
-15
-5% -$1.56K ﹤0.01% 2010
2024
Q4 		$27.9K Buy
+281
New +$25.9K ﹤0.01% 2064

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

MAI Capital Management's EXE Position: Q1 2026 in Review

MAI Capital Management increased its Expand Energy Corp (EXE) stake by 1,010% in Q1 2026, buying an estimated $705K and bringing the position to 7,261 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

MAI Capital Management first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • MAI Capital Management held 7,261 shares of Expand Energy Corp worth $797K as of Q1 2026.
  • MAI Capital Management bought 6,607 Expand Energy Corp shares in Q1 2026, an estimated $705K.
  • Expand Energy Corp made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #849 holding.
  • MAI Capital Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

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