TD Private Client Wealth’s Expand Energy Corp EXE Stock Holding History

TD Private Client Wealth’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	$234K	Buy	2,129 +426	+25%	+$45.5K	﹤0.01%	617
2025 Q4	$188K	Hold	1,703	–	–	﹤0.01%	674
2025 Q3	$181K	Sell	1,703 -48	-3%	-$4.82K	﹤0.01%	674
2025 Q2	$205K	Buy	1,751 +449	+34%	+$50.1K	0.01%	626
2025 Q1	$145K	Buy	1,302 +546	+72%	+$56.8K	﹤0.01%	662
2024 Q4	$75.3K	Buy	+756	New	+$69.8K	﹤0.01%	755
2024 Q1	–	Sell	-128	Closed	-$9.85K	–	1278
2023 Q4	$9.85K	Sell	128 -95	-43%	-$7.8K	﹤0.01%	1049
2023 Q3	$19.2K	Sell	223 -25	-10%	-$2.12K	﹤0.01%	940
2023 Q2	$20.8K	Buy	248 +34	+16%	+$2.71K	﹤0.01%	942
2023 Q1	$16.3K	Buy	214 +139	+185%	+$11.4K	﹤0.01%	969
2022 Q4	$7.08K	Hold	75	–	–	﹤0.01%	1049
2022 Q3	$7.07K	Buy	75 +55	+275%	+$5.17K	﹤0.01%	1037
2022 Q2	$1.62K	Buy	+20	New	+$1.81K	﹤0.01%	1150

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

TD Private Client Wealth's EXE Position: Q1 2026 in Review

TD Private Client Wealth increased its Expand Energy Corp (EXE) stake by 25% in Q1 2026, buying an estimated $45.5K and bringing the position to 2,129 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

TD Private Client Wealth first reported a position in EXE in Q2 2022 and has held it in 13 quarters since. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

TD Private Client Wealth held 2,129 shares of Expand Energy Corp worth $234K as of Q1 2026.
TD Private Client Wealth bought 426 Expand Energy Corp shares in Q1 2026, an estimated $45.5K.
Expand Energy Corp made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #617 holding.
TD Private Client Wealth first reported a position in Expand Energy Corp in Q2 2022 and has held it in 13 quarters since.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.