MidWestOne Financial Group’s Expand Energy Corp EXE Stock Holding History

MidWestOne Financial Group’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
2025 Q4	$327K	Sell	2,967 -1,366	-32%	-$151K	0.04%	238
2025 Q3	$460K	Buy	+4,333	New	+$435K	0.06%	211
2024 Q1	–	Sell	-2,701	Closed	-$208K	–	303
2023 Q4	$208K	Buy	2,701 +41	+2%	+$3.37K	0.04%	273
2023 Q3	$229K	Buy	2,660 +127	+5%	+$10.8K	0.05%	249
2023 Q2	$212K	Buy	+2,533	New	+$202K	0.05%	259

Other funds holding EXE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

MidWestOne Financial Group's EXE Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Expand Energy Corp (EXE) stake by 32% in Q4 2025, selling an estimated $151K and leaving 2,967 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #238.

MidWestOne Financial Group first reported a position in EXE in Q2 2023 and has held it in 5 quarters since. The position peaked at $460K in Q3 2025. 869 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

MidWestOne Financial Group held 2,967 shares of Expand Energy Corp worth $327K as of Q4 2025.
MidWestOne Financial Group sold 1,366 Expand Energy Corp shares in Q4 2025, an estimated $151K.
Expand Energy Corp made up 0.04% of MidWestOne Financial Group's portfolio in Q4 2025, its #238 holding.
MidWestOne Financial Group first reported a position in Expand Energy Corp in Q2 2023 and has held it in 5 quarters since.
MidWestOne Financial Group's Expand Energy Corp position peaked at $460K in Q3 2025.
869 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.