Sanctuary Advisors’s Expand Energy Corp EXE Stock Holding History

Sanctuary 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	$2.26M	Sell	20,612 -1,608	-7%	-$172K	0.01%	897
2025 Q4	$2.45M	Buy	22,220 +9,236	+71%	+$1.02M	0.01%	818
2025 Q3	$1.38M	Buy	12,984 +3,009	+30%	+$302K	0.01%	1110
2025 Q2	$1.17M	Buy	9,975 +129	+1%	+$14.4K	0.01%	1130
2025 Q1	$1.1M	Sell	9,846 -1,322	-12%	-$138K	0.01%	1085
2024 Q4	$1.15M	Sell	11,168 -2,038	-15%	-$188K	0.01%	1173
2024 Q3	$1.31M	Buy	13,206 +1,576	+14%	+$120K	0.01%	1111
2024 Q2	$1.07M	Buy	+11,630	New	+$1.03M	0.01%	1160

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sanctuary Advisors's EXE Position: Q1 2026 in Review

Sanctuary Advisors reduced its Expand Energy Corp (EXE) stake by 7.2% in Q1 2026, selling an estimated $172K and leaving 20,612 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #897.

Sanctuary Advisors first reported a position in EXE in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q4 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Sanctuary Advisors held 20,612 shares of Expand Energy Corp worth $2.26M as of Q1 2026.
Sanctuary Advisors sold 1,608 Expand Energy Corp shares in Q1 2026, an estimated $172K.
Expand Energy Corp made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #897 holding.
Sanctuary Advisors first reported a position in Expand Energy Corp in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Expand Energy Corp position peaked at $2.45M in Q4 2025.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.