RWM
EXE

Ritholtz Wealth Management’s Expand Energy Corp EXE Stock Holding History

Ritholtz Wealth Management’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 		$380K Buy
3,466
+547
+19% +$58.4K 0.01% 888
2025
Q4 		$322K Buy
2,919
+597
+26% +$66.2K 0.01% 859
2025
Q3 		$247K Sell
2,322
-789
-25% -$79.2K ﹤0.01% 911
2025
Q2 		$364K Buy
3,111
+812
+35% +$90.6K 0.01% 735
2025
Q1 		$256K Hold
2,299
– – 0.01% 789
2024
Q4 		$229K Buy
+2,299
New +$212K 0.01% 784

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

Ritholtz Wealth Management's EXE Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Expand Energy Corp (EXE) stake by 19% in Q1 2026, buying an estimated $58.4K and bringing the position to 3,466 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #888.

Ritholtz Wealth Management first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Ritholtz Wealth Management held 3,466 shares of Expand Energy Corp worth $380K as of Q1 2026.
  • Ritholtz Wealth Management bought 547 Expand Energy Corp shares in Q1 2026, an estimated $58.4K.
  • Expand Energy Corp made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #888 holding.
  • Ritholtz Wealth Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.