OPS
EXE

Orion Portfolio Solutions’s Expand Energy Corp EXE Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$2.44M Buy
21,925
+654
+3% +$68K 0.02% 609
2024
Q4 		$2.12M Buy
21,271
+1,369
+7% +$126K 0.02% 667
2024
Q3 		$1.64M Buy
19,902
+5,528
+38% +$422K 0.02% 792
2024
Q2 		$1.18M Buy
14,374
+1,392
+11% +$123K 0.01% 912
2024
Q1 		$1.15M Buy
12,982
+104
+0.8% +$8.35K 0.01% 928
2023
Q4 		$1.01M Sell
12,878
-1,272
-9% -$104K 0.01% 935
2023
Q3 		$1.22M Buy
14,150
+7,156
+102% +$607K 0.01% 835
2023
Q2 		$585K Buy
6,994
+2,438
+54% +$195K 0.01% 1160
2023
Q1 		$346K Sell
4,556
-8
-0.2% -$659 ﹤0.01% 1287
2022
Q4 		$431K Buy
+4,564
New +$452K 0.02% 543

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Orion Portfolio Solutions's EXE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Expand Energy Corp (EXE) stake by 3.1% in Q1 2025, buying an estimated $68K and bringing the position to 21,925 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #609.

Orion Portfolio Solutions first reported a position in EXE in Q4 2022 and has held it in 10 quarters since. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

  • Orion Portfolio Solutions held 21,925 shares of Expand Energy Corp worth $2.44M as of Q1 2025.
  • Orion Portfolio Solutions bought 654 Expand Energy Corp shares in Q1 2025, an estimated $68K.
  • Expand Energy Corp made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #609 holding.
  • Orion Portfolio Solutions first reported a position in Expand Energy Corp in Q4 2022 and has held it in 10 quarters since.
  • 736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.