Stone House Investment Management’s Expand Energy Corp EXE Stock Holding History

Stone House Investment 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	$170K	Buy	1,551 +111	+8%	+$11.9K	0.03%	90
2025 Q4	$159K	Buy	1,440 +829	+136%	+$91.9K	0.02%	92
2025 Q3	$64.9K	Sell	611 -14	-2%	-$1.41K	0.01%	136
2025 Q2	$73.1K	Buy	625 +2	+0.3%	+$223	0.01%	128
2025 Q1	$69.4K	Buy	+623	New	+$64.8K	0.01%	122
2024 Q4	–	Sell	-844	Closed	-$69.4K	–	375
2024 Q3	$69.4K	Buy	844 +2	+0.2%	+$153	0.01%	98
2024 Q2	$69.2K	Buy	842 +520	+161%	+$45.9K	0.02%	101
2024 Q1	$28.6K	Buy	+322	New	+$25.9K	0.01%	166

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

Stone House Investment Management's EXE Position: Q1 2026 in Review

Stone House Investment Management increased its Expand Energy Corp (EXE) stake by 7.7% in Q1 2026, buying an estimated $11.9K and bringing the position to 1,551 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #90.

Stone House Investment Management first reported a position in EXE in Q1 2024 and has held it in 8 quarters since. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Stone House Investment Management held 1,551 shares of Expand Energy Corp worth $170K as of Q1 2026.
Stone House Investment Management bought 111 Expand Energy Corp shares in Q1 2026, an estimated $11.9K.
Expand Energy Corp made up 0.03% of Stone House Investment Management's portfolio in Q1 2026, its #90 holding.
Stone House Investment Management first reported a position in Expand Energy Corp in Q1 2024 and has held it in 8 quarters since.
891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.