TCM
EXE

Tradewinds Capital Management’s Expand Energy Corp EXE Stock Holding History

Tradewinds Capital 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 		– Hold
0
– – – 715
2025
Q4 		– Hold
0
– – – 683
2025
Q3 		– Hold
0
– – – 675
2025
Q2 		– Hold
0
– – – 638
2025
Q1 		– Sell
-51
Closed -$5.31K – 662
2024
Q4 		$5.12K Hold
51
– – ﹤0.01% 427
2024
Q3 		$4.2K Hold
51
– – ﹤0.01% 417
2024
Q2 		$4.16K Buy
51
+1
+2% +$88 ﹤0.01% 395
2024
Q1 		$4.47K Buy
+50
New +$4.01K ﹤0.01% 367

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Tradewinds Capital Management's EXE Position: Q1 2026 in Review

Tradewinds Capital Management held its Expand Energy Corp (EXE) position steady in Q1 2026 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Tradewinds Capital Management first reported a position in EXE in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.12K in Q4 2024. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Tradewinds Capital Management held 0 shares of Expand Energy Corp worth $9 as of Q1 2026.
  • Tradewinds Capital Management left its Expand Energy Corp share count unchanged in Q1 2026.
  • Expand Energy Corp made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q1 2026, its #715 holding.
  • Tradewinds Capital Management first reported a position in Expand Energy Corp in Q1 2024 and has held it in 4 quarters since.
  • Tradewinds Capital Management's Expand Energy Corp position peaked at $5.12K in Q4 2024.
  • 898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.