SI
EXE

Stephens Inc’s Expand Energy Corp EXE Stock Holding History

Stephens Inc’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 		$1.49M Sell
13,617
-202
-1% -$21.6K 0.02% 545
2025
Q4 		$1.53M Buy
13,819
+1,054
+8% +$117K 0.02% 530
2025
Q3 		$1.36M Buy
12,765
+281
+2% +$28.2K 0.02% 568
2025
Q2 		$1.46M Buy
12,484
+1,070
+9% +$119K 0.02% 534
2025
Q1 		$1.27M Buy
11,414
+121
+1% +$12.6K 0.02% 567
2024
Q4 		$1.12M Buy
11,293
+3,517
+45% +$325K 0.02% 579
2024
Q3 		$640K Buy
7,776
+736
+10% +$56.2K 0.01% 743
2024
Q2 		$579K Buy
7,040
+406
+6% +$35.9K 0.01% 734
2024
Q1 		$589K Buy
+6,634
New +$533K 0.01% 747
2023
Q4 		– Sell
-2,753
Closed -$237K – 1299
2023
Q3 		$237K Buy
2,753
+34
+1% +$2.88K ﹤0.01% 975
2023
Q2 		$228K Sell
2,719
-531
-16% -$42.4K ﹤0.01% 1017
2023
Q1 		$247K Buy
3,250
+113
+4% +$9.3K ﹤0.01% 954
2022
Q4 		$296K Buy
3,137
+570
+22% +$56.5K 0.01% 859
2022
Q3 		$242K Buy
+2,567
New +$241K 0.01% 971

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

Stephens Inc's EXE Position: Q1 2026 in Review

Stephens Inc reduced its Expand Energy Corp (EXE) stake by 1.5% in Q1 2026, selling an estimated $21.6K and leaving 13,617 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #545.

Stephens Inc first reported a position in EXE in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.53M in Q4 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Stephens Inc held 13,617 shares of Expand Energy Corp worth $1.49M as of Q1 2026.
  • Stephens Inc sold 202 Expand Energy Corp shares in Q1 2026, an estimated $21.6K.
  • Expand Energy Corp made up 0.02% of Stephens Inc's portfolio in Q1 2026, its #545 holding.
  • Stephens Inc first reported a position in Expand Energy Corp in Q3 2022 and has held it in 14 quarters since.
  • Stephens Inc's Expand Energy Corp position peaked at $1.53M in Q4 2025.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.