Optima Capital’s Expand Energy Corp EXE Stock Holding History

Optima Capital’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	-1	Closed	-$110	–	1381
2025 Q4	$110	Buy	+1	New	+$111	﹤0.01%	1360

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 $156B AUM 27.51% 1-Year Est. Return

Optima Capital's EXE Position: Q1 2026 in Review

Optima Capital sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 1 share — an estimated $110 sold.

Optima Capital first reported a position in EXE in Q4 2025 and held it in 1 quarter. The position peaked at $110 in Q4 2025. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Optima Capital reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 Expand Energy Corp share in Q1 2026, an estimated $110.
Optima Capital first reported a position in Expand Energy Corp in Q4 2025 and held it in 1 quarter.
Optima Capital's Expand Energy Corp position peaked at $110 in Q4 2025.
891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.