Moors & Cabot’s Expand Energy Corp EXE Stock Holding History

Moors & Cabot’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	$374K	Buy	3,404 +1,200	+54%	+$128K	0.02%	631
2025 Q4	$243K	Buy	2,204 +80	+4%	+$8.87K	0.01%	782
2025 Q3	$226K	Sell	2,124 -80	-4%	-$8.03K	0.01%	793
2025 Q2	$258K	Hold	2,204	–	–	0.01%	707
2025 Q1	$245K	Sell	2,204 -185	-8%	-$19.2K	0.01%	713
2024 Q4	$238K	Buy	+2,389	New	+$221K	0.01%	742
2023 Q3	–	Sell	-4,181	Closed	-$350K	–	884
2023 Q2	$350K	Hold	4,181	–	–	0.02%	562
2023 Q1	$318K	Buy	+4,181	New	+$344K	0.02%	583

Other funds holding EXE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return

Moors & Cabot's EXE Position: Q1 2026 in Review

Moors & Cabot increased its Expand Energy Corp (EXE) stake by 54% in Q1 2026, buying an estimated $128K and bringing the position to 3,404 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #631.

Moors & Cabot first reported a position in EXE in Q1 2023 and has held it in 8 quarters since. 894 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Moors & Cabot held 3,404 shares of Expand Energy Corp worth $374K as of Q1 2026.
Moors & Cabot bought 1,200 Expand Energy Corp shares in Q1 2026, an estimated $128K.
Expand Energy Corp made up 0.02% of Moors & Cabot's portfolio in Q1 2026, its #631 holding.
Moors & Cabot first reported a position in Expand Energy Corp in Q1 2023 and has held it in 8 quarters since.
894 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.