NEI
EXE

Northwest & Ethical Investments’s Expand Energy Corp EXE Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-5,089
Closed -$527K – 584
2026
Q1 		$527K Buy
5,089
+1,800
+55% +$192K 0.01% 387
2025
Q4 		$368K Sell
3,289
-691
-17% -$76.6K 0.01% 424
2025
Q3 		$425K Hold
3,980
– – 0.01% 417
2025
Q2 		$473K Sell
3,980
-3,500
-47% -$391K 0.01% 397
2025
Q1 		$831K Buy
7,480
+5,080
+212% +$528K 0.02% 347
2024
Q4 		$239K Buy
2,400
+200
+9% +$18.5K 0.01% 391
2024
Q3 		$181K Hold
2,200
– – ﹤0.01% 427
2024
Q2 		$181K Buy
2,200
+1,500
+214% +$132K 0.01% 413
2024
Q1 		$62.2K Buy
+700
New +$56.2K ﹤0.01% 462

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Northwest & Ethical Investments's EXE Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 5,089 shares — an estimated $527K sold.

Northwest & Ethical Investments first reported a position in EXE in Q1 2024 and held it in 9 quarters. The position peaked at $831K in Q1 2025. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 5,089 Expand Energy Corp shares in Q2 2026, an estimated $527K.
  • Northwest & Ethical Investments first reported a position in Expand Energy Corp in Q1 2024 and held it in 9 quarters.
  • Northwest & Ethical Investments's Expand Energy Corp position peaked at $831K in Q1 2025.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.