Ray Dalio
EXE

Ray Dalio’s Expand Energy Corp EXE Stock Holding History

Ray Dalio’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
-13,926
Closed -$1.54M – 1253
2025
Q4 		$1.54M Buy
13,926
+3,238
+30% +$359K 0.01% 818
2025
Q3 		$1.14M Buy
+10,688
New +$1.07M ﹤0.01% 835
2024
Q2 		– Sell
-57,804
Closed -$5.13M – 948
2024
Q1 		$5.13M Sell
57,804
-40,777
-41% -$3.27M 0.03% 374
2023
Q4 		$7.58M Sell
98,581
-1,379
-1% -$113K 0.04% 301
2023
Q3 		$8.62M Buy
+99,960
New +$8.48M 0.05% 259

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return

Ray Dalio's EXE Position: Q1 2026 in Review

Ray Dalio sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 13,926 shares — an estimated $1.54M sold.

Ray Dalio first reported a position in EXE in Q3 2023 and held it in 5 quarters. The position peaked at $8.62M in Q3 2023. 894 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Ray Dalio reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 13,926 Expand Energy Corp shares in Q1 2026, an estimated $1.54M.
  • Ray Dalio first reported a position in Expand Energy Corp in Q3 2023 and held it in 5 quarters.
  • Ray Dalio's Expand Energy Corp position peaked at $8.62M in Q3 2023.
  • 894 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.