SC
EXE

SummitTX Capital’s Expand Energy Corp EXE Stock Holding History

SummitTX 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 		$2.56M Buy
23,298
+17,868
+329% +$1.91M 0.08% 263
2025
Q4 		$599K Sell
5,430
-81,432
-94% -$9.03M 0.02% 506
2025
Q3 		$9.23M Buy
86,862
+36,823
+74% +$3.7M 0.38% 58
2025
Q2 		$5.85M Sell
50,039
-258
-0.5% -$28.8K 0.25% 97
2025
Q1 		$5.6M Buy
+50,297
New +$5.23M 0.24% 103

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

SummitTX Capital's EXE Position: Q1 2026 in Review

SummitTX Capital increased its Expand Energy Corp (EXE) stake by 329% in Q1 2026, buying an estimated $1.91M and bringing the position to 23,298 shares worth $2.56M. The position accounts for 0.08% of the portfolio, ranked #263.

SummitTX Capital first reported a position in EXE in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.23M in Q3 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • SummitTX Capital held 23,298 shares of Expand Energy Corp worth $2.56M as of Q1 2026.
  • SummitTX Capital bought 17,868 Expand Energy Corp shares in Q1 2026, an estimated $1.91M.
  • Expand Energy Corp made up 0.08% of SummitTX Capital's portfolio in Q1 2026, its #263 holding.
  • SummitTX Capital first reported a position in Expand Energy Corp in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Expand Energy Corp position peaked at $9.23M in Q3 2025.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

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