RIA
EXE

Recurrent Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Recurrent Investment Advisors’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 		$1.06M Hold
9,689
– – 0.06% 49
2025
Q4 		$1.07M Hold
9,689
– – 0.08% 50
2025
Q3 		$1.03M Hold
9,689
– – 0.08% 47
2025
Q2 		$1.13M Buy
9,689
+42
+0.4% +$4.69K 0.09% 46
2025
Q1 		$1.07M Buy
9,647
+2,850
+42% +$296K 0.09% 46
2024
Q4 		$677K Buy
+6,797
New +$627K 0.06% 50

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

Recurrent Investment Advisors's EXE Position: Q1 2026 in Review

Recurrent Investment Advisors held its Expand Energy Corp (EXE) position steady in Q1 2026 at 9,689 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #49.

Recurrent Investment Advisors first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Recurrent Investment Advisors held 9,689 shares of Expand Energy Corp worth $1.06M as of Q1 2026.
  • Recurrent Investment Advisors left its Expand Energy Corp share count unchanged in Q1 2026.
  • Expand Energy Corp made up 0.06% of Recurrent Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • Recurrent Investment Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
  • Recurrent Investment Advisors's Expand Energy Corp position peaked at $1.13M in Q2 2025.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.