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
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 $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

Northwest & Ethical Investments's EXE Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Expand Energy Corp (EXE) stake by 55% in Q1 2026, buying an estimated $192K and bringing the position to 5,089 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #387.

Northwest & Ethical Investments first reported a position in EXE in Q1 2024 and has held it in 9 quarters since. The position peaked at $831K in Q1 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Northwest & Ethical Investments held 5,089 shares of Expand Energy Corp worth $527K as of Q1 2026.
  • Northwest & Ethical Investments bought 1,800 Expand Energy Corp shares in Q1 2026, an estimated $192K.
  • Expand Energy Corp made up 0.01% of Northwest & Ethical Investments's portfolio in Q1 2026, its #387 holding.
  • Northwest & Ethical Investments first reported a position in Expand Energy Corp in Q1 2024 and has held it in 9 quarters since.
  • Northwest & Ethical Investments's Expand Energy Corp position peaked at $831K in Q1 2025.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.