MSU
EXE

Mizuho Securities USA’s Expand Energy Corp EXE Stock Holding History

Mizuho Securities USA’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 		$1.58M Sell
14,398
-2,944
-17% -$314K 0.04% 441
2025
Q4 		$2.11M Sell
17,342
-3
-0% -$333 0.04% 400
2025
Q3 		$1.68M Buy
17,345
+2,371
+16% +$238K 0.03% 466
2025
Q2 		$1.75M Sell
14,974
-1,865
-11% -$208K 0.04% 420
2025
Q1 		$1.87M Buy
+16,839
New +$1.75M 0.04% 406

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

Mizuho Securities USA's EXE Position: Q1 2026 in Review

Mizuho Securities USA reduced its Expand Energy Corp (EXE) stake by 17% in Q1 2026, selling an estimated $314K and leaving 14,398 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #441.

Mizuho Securities USA first reported a position in EXE in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.11M in Q4 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Mizuho Securities USA held 14,398 shares of Expand Energy Corp worth $1.58M as of Q1 2026.
  • Mizuho Securities USA sold 2,944 Expand Energy Corp shares in Q1 2026, an estimated $314K.
  • Expand Energy Corp made up 0.04% of Mizuho Securities USA's portfolio in Q1 2026, its #441 holding.
  • Mizuho Securities USA first reported a position in Expand Energy Corp in Q1 2025 and has held it in 5 quarters since.
  • Mizuho Securities USA's Expand Energy Corp position peaked at $2.11M in Q4 2025.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Mizuho Securities USA's 13F filing for Q1 2026, filed 11 May 2026.