PAG
EXE

Private Advisor Group’s Expand Energy Corp EXE Stock Holding History

Private Advisor Group’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 		$690K Sell
6,287
-2,587
-29% -$276K ﹤0.01% 1662
2025
Q4 		$979K Sell
8,874
-1,744
-16% -$193K ﹤0.01% 1418
2025
Q3 		$1.13M Buy
10,618
+3,297
+45% +$331K 0.01% 1305
2025
Q2 		$856K Sell
7,321
-311
-4% -$34.7K ﹤0.01% 1386
2025
Q1 		$850K Buy
7,632
+142
+2% +$14.8K 0.01% 1329
2024
Q4 		$746K Buy
7,490
+540
+8% +$49.8K ﹤0.01% 1367
2024
Q3 		$572K Buy
6,950
+49
+0.7% +$3.74K ﹤0.01% 1546
2024
Q2 		$567K Sell
6,901
-629
-8% -$55.5K ﹤0.01% 1498
2024
Q1 		$669K Buy
7,530
+470
+7% +$37.7K ﹤0.01% 1354
2023
Q4 		$543K Sell
7,060
-3,959
-36% -$325K ﹤0.01% 1415
2023
Q3 		$950K Sell
11,019
-137
-1% -$11.6K 0.01% 1066
2023
Q2 		$936K Buy
11,156
+4,192
+60% +$335K 0.01% 1080
2023
Q1 		$530K Sell
6,964
-4,329
-38% -$356K 0.01% 1305
2022
Q4 		$254K Buy
+11,293
New +$1.12M 0.01% 813

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

Private Advisor Group's EXE Position: Q1 2026 in Review

Private Advisor Group reduced its Expand Energy Corp (EXE) stake by 29% in Q1 2026, selling an estimated $276K and leaving 6,287 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Private Advisor Group first reported a position in EXE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q3 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Private Advisor Group held 6,287 shares of Expand Energy Corp worth $690K as of Q1 2026.
  • Private Advisor Group sold 2,587 Expand Energy Corp shares in Q1 2026, an estimated $276K.
  • Expand Energy Corp made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1662 holding.
  • Private Advisor Group first reported a position in Expand Energy Corp in Q4 2022 and has held it in 14 quarters since.
  • Private Advisor Group's Expand Energy Corp position peaked at $1.13M in Q3 2025.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.