RTL
EXE

Red Tortoise LLC’s Expand Energy Corp EXE Stock Holding History

Red Tortoise LLC’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 		$22.2K Hold
202
– – 0.01% 192
2025
Q4 		$22.3K Hold
202
– – 0.01% 185
2025
Q3 		$21.5K Hold
202
– – 0.01% 188
2025
Q2 		$23.6K Hold
202
– – 0.01% 158
2025
Q1 		$22.5K Hold
202
– – 0.01% 149
2024
Q4 		$20.1K Buy
+202
New +$18.6K 0.01% 166

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Red Tortoise LLC's EXE Position: Q1 2026 in Review

Red Tortoise LLC held its Expand Energy Corp (EXE) position steady in Q1 2026 at 202 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #192.

Red Tortoise LLC first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.6K in Q2 2025. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Red Tortoise LLC held 202 shares of Expand Energy Corp worth $22.2K as of Q1 2026.
  • Red Tortoise LLC left its Expand Energy Corp share count unchanged in Q1 2026.
  • Expand Energy Corp made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #192 holding.
  • Red Tortoise LLC first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
  • Red Tortoise LLC's Expand Energy Corp position peaked at $23.6K in Q2 2025.
  • 898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.