SIR Capital Management’s Expand Energy Corp EXE Stock Holding History

SIR Capital 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	$45.1M	Buy	410,733 +291,133	+243%	+$31.1M	4.21%	4
2025 Q4	$13.2M	Buy	+119,600	New	+$13.3M	1.46%	23
2025 Q2	–	Sell	-140,400	Closed	-$15.6M	–	99
2025 Q1	$15.6M	Buy	140,400 +91,900	+189%	+$9.56M	1.37%	27
2024 Q4	$4.83M	Sell	48,500 -36,500	-43%	-$3.37M	0.5%	53
2024 Q3	$6.99M	Buy	+85,000	New	+$6.49M	0.68%	46
2024 Q1	–	Sell	-111,300	Closed	-$8.56M	–	84
2023 Q4	$8.56M	Buy	+111,300	New	+$9.14M	0.88%	39
2023 Q3	–	Sell	-483,500	Closed	-$40.5M	–	73
2023 Q2	$40.5M	Sell	483,500 -102,809	-18%	-$8.2M	4.43%	6
2023 Q1	$44.6M	Buy	586,309 +127,700	+28%	+$10.5M	4.75%	6
2022 Q4	$43.3M	Buy	458,609 +239,100	+109%	+$23.7M	4.55%	5
2022 Q3	$20.7M	Sell	219,509 -211,115	-49%	-$19.8M	3.49%	7
2022 Q2	$34.9M	Buy	430,624 +220,774	+105%	+$19.9M	4.79%	3
2022 Q1	$18.3M	Buy	209,850 +50,318	+32%	+$3.69M	3.21%	9
2021 Q4	$10.3M	Buy	159,532 +9,932	+7%	+$630K	1.62%	22
2021 Q3	$9.21M	Buy	149,600 +35,655	+31%	+$2M	1.35%	27
2021 Q2	$5.92M	Sell	113,945 -109,639	-49%	-$5.47M	0.88%	35
2021 Q1	$9.7M	Buy	+223,584	New	+$9.85M	1.63%	20

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

SIR Capital Management's EXE Position: Q1 2026 in Review

SIR Capital Management increased its Expand Energy Corp (EXE) stake by 243% in Q1 2026, buying an estimated $31.1M and bringing the position to 410,733 shares worth $45.1M. The position accounts for 4.21% of the portfolio, ranked #4.

SIR Capital Management first reported a position in EXE in Q1 2021 and has held it in 16 quarters since. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

SIR Capital Management held 410,733 shares of Expand Energy Corp worth $45.1M as of Q1 2026.
SIR Capital Management bought 291,133 Expand Energy Corp shares in Q1 2026, an estimated $31.1M.
Expand Energy Corp made up 4.21% of SIR Capital Management's portfolio in Q1 2026, its #4 holding.
SIR Capital Management first reported a position in Expand Energy Corp in Q1 2021 and has held it in 16 quarters since.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on SIR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.