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

Marathon 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	$576K	Sell	5,251 -6,660	-56%	-$711K	0.13%	96
2025 Q4	$1.31M	Buy	11,911 +392	+3%	+$43.5K	0.28%	60
2025 Q3	$1.22M	Sell	11,519 -145	-1%	-$14.6K	0.28%	63
2025 Q2	$1.36M	Sell	11,664 -815	-7%	-$90.9K	0.35%	55
2025 Q1	$1.39M	Sell	12,479 -127	-1%	-$13.2K	0.37%	56
2024 Q4	$1.25M	Buy	+12,606	New	+$1.16M	0.31%	57

Other funds holding EXE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 $156B AUM 27.51% 1-Year Est. Return

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

Marathon Capital Management reduced its Expand Energy Corp (EXE) stake by 56% in Q1 2026, selling an estimated $711K and leaving 5,251 shares worth $576K. The position accounts for 0.13% of the portfolio, ranked #96.

Marathon Capital Management first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q1 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Marathon Capital Management held 5,251 shares of Expand Energy Corp worth $576K as of Q1 2026.
Marathon Capital Management sold 6,660 Expand Energy Corp shares in Q1 2026, an estimated $711K.
Expand Energy Corp made up 0.13% of Marathon Capital Management's portfolio in Q1 2026, its #96 holding.
Marathon Capital Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
Marathon Capital Management's Expand Energy Corp position peaked at $1.39M in Q1 2025.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.