Sunbelt Securities’s Expand Energy Corp EXE Stock Holding History

Sunbelt Securities’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	$95.4K	Hold	869	–	–	0.01%	853
2025 Q4	$95.9K	Buy	869 +768	+760%	+$85.2K	0.01%	838
2025 Q3	$10.7K	Buy	+101	New	+$10.1K	﹤0.01%	1427
2024 Q3	–	Sell	-1,175	Closed	-$96.6K	–	1911
2024 Q2	$96.6K	Sell	1,175 -60	-5%	-$5.3K	0.01%	738
2024 Q1	$110K	Sell	1,235 -1	-0.1%	-$80	0.01%	693
2023 Q4	$95.1K	Sell	1,236 -12,211	-91%	-$1M	0.01%	684
2023 Q3	$1.16M	Sell	13,447 -29	-0.2%	-$2.46K	0.16%	146
2023 Q2	$1.13M	Hold	13,476	–	–	0.16%	141
2023 Q1	$1.01M	Buy	+13,476	New	+$1.11M	0.16%	140

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

Sunbelt Securities's EXE Position: Q1 2026 in Review

Sunbelt Securities held its Expand Energy Corp (EXE) position steady in Q1 2026 at 869 shares worth $95.4K. The position accounts for 0.01% of the portfolio, ranked #853.

Sunbelt Securities first reported a position in EXE in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.16M in Q3 2023. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Sunbelt Securities held 869 shares of Expand Energy Corp worth $95.4K as of Q1 2026.
Sunbelt Securities left its Expand Energy Corp share count unchanged in Q1 2026.
Expand Energy Corp made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #853 holding.
Sunbelt Securities first reported a position in Expand Energy Corp in Q1 2023 and has held it in 9 quarters since.
Sunbelt Securities's Expand Energy Corp position peaked at $1.16M in Q3 2023.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.