TIM
EXE

Tortoise Investment Management’s Expand Energy Corp EXE Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-29
Closed -$3.08K – 1539
2025
Q3 		$3.08K Buy
29
+1
+4% +$100 ﹤0.01% 790
2025
Q2 		$3.27K Buy
28
+7
+33% +$781 ﹤0.01% 709
2025
Q1 		$2.34K Hold
21
– – ﹤0.01% 693
2024
Q4 		$2.09K Buy
+21
New +$1.94K ﹤0.01% 757

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Tortoise Investment Management's EXE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 29 shares — an estimated $3.08K sold.

Tortoise Investment Management first reported a position in EXE in Q4 2024 and held it in 4 quarters. The position peaked at $3.27K in Q2 2025. 868 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Tortoise Investment Management reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 29 Expand Energy Corp shares in Q4 2025, an estimated $3.08K.
  • Tortoise Investment Management first reported a position in Expand Energy Corp in Q4 2024 and held it in 4 quarters.
  • Tortoise Investment Management's Expand Energy Corp position peaked at $3.27K in Q2 2025.
  • 868 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.