NSIM
EXE

North Star Investment Management’s Expand Energy Corp EXE Stock Holding History

North Star Investment 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 		– Sell
-30
Closed -$3.31K – 1810
2025
Q4 		$3.31K Buy
+30
New +$3.33K ﹤0.01% 1207
2025
Q1 		– Sell
-69
Closed -$6.87K – 1263
2024
Q4 		$6.87K Buy
+69
New +$6.37K ﹤0.01% 948
2022
Q2 		– Sell
-2
Closed – – 1188
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1224
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1222
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1146
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1117
2021
Q1 		$0 Buy
+2
New +$88 ﹤0.01% 1087

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

North Star Investment Management's EXE Position: Q1 2026 in Review

North Star Investment Management sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 30 shares — an estimated $3.31K sold.

North Star Investment Management first reported a position in EXE in Q1 2021 and held it in 7 quarters. The position peaked at $6.87K in Q4 2024. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • North Star Investment Management reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • North Star Investment Management sold 30 Expand Energy Corp shares in Q1 2026, an estimated $3.31K.
  • North Star Investment Management first reported a position in Expand Energy Corp in Q1 2021 and held it in 7 quarters.
  • North Star Investment Management's Expand Energy Corp position peaked at $6.87K in Q4 2024.
  • 898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.