Scotia Capital’s Expand Energy Corp EXE Stock Holding History

Scotia Capital’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	$6.57M	Buy	59,840 +3,293	+6%	+$352K	0.03%	263
2025 Q4	$6.24M	Buy	56,547 +31,239	+123%	+$3.46M	0.03%	270
2025 Q3	$2.69M	Buy	25,308 +1,934	+8%	+$194K	0.01%	405
2025 Q2	$2.73M	Buy	23,374 +745	+3%	+$83.1K	0.01%	375
2025 Q1	$2.52M	Buy	+22,629	New	+$2.35M	0.01%	371
2024 Q2	–	Sell	-23,944	Closed	-$2.13M	–	883
2024 Q1	$2.13M	Buy	23,944 +837	+4%	+$67.2K	0.01%	363
2023 Q4	$1.78M	Buy	23,107 +2,431	+12%	+$200K	0.01%	371
2023 Q3	$1.78M	Buy	+20,676	New	+$1.75M	0.01%	358

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

Scotia Capital's EXE Position: Q1 2026 in Review

Scotia Capital increased its Expand Energy Corp (EXE) stake by 5.8% in Q1 2026, buying an estimated $352K and bringing the position to 59,840 shares worth $6.57M. The position accounts for 0.03% of the portfolio, ranked #263.

Scotia Capital first reported a position in EXE in Q3 2023 and has held it in 8 quarters since. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Scotia Capital held 59,840 shares of Expand Energy Corp worth $6.57M as of Q1 2026.
Scotia Capital bought 3,293 Expand Energy Corp shares in Q1 2026, an estimated $352K.
Expand Energy Corp made up 0.03% of Scotia Capital's portfolio in Q1 2026, its #263 holding.
Scotia Capital first reported a position in Expand Energy Corp in Q3 2023 and has held it in 8 quarters since.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.