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 Q3	$4.16M	Sell	49,499 -11,032	-18%	-$1.02M	0.01%	367
2026 Q2	$5.52M	Buy	60,531 +691	+1%	+$65.6K	0.02%	295
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Scotia Capital's EXE Position: Q3 2026 in Review

Scotia Capital reduced its Expand Energy Corp (EXE) stake by 18% in Q3 2026, selling an estimated $1.02M and leaving 49,499 shares worth $4.16M. The position accounts for 0.01% of the portfolio, ranked #367.

Scotia Capital first reported a position in EXE in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.57M in Q1 2026. 667 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Scotia Capital held 49,499 shares of Expand Energy Corp worth $4.16M as of Q3 2026.
Scotia Capital sold 11,032 Expand Energy Corp shares in Q3 2026, an estimated $1.02M.
Expand Energy Corp made up 0.01% of Scotia Capital's portfolio in Q3 2026, its #367 holding.
Scotia Capital first reported a position in Expand Energy Corp in Q3 2023 and has held it in 10 quarters since.
Scotia Capital's Expand Energy Corp position peaked at $6.57M in Q1 2026.
667 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Scotia Capital's 13F filing for Q3 2026, filed 10 Nov 2026.