Washington Trust Advisors’s Expand Energy Corp EXE Stock Holding History

Washington Trust Advisors’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	$988	Buy	+9	New	+$961	﹤0.01%	649
2024 Q1	–	Sell	-21	Closed	-$1.62K	–	681
2023 Q4	$1.62K	Sell	21 -34	-62%	-$2.79K	﹤0.01%	651
2023 Q3	$4.74K	Hold	55	–	–	﹤0.01%	559
2023 Q2	$4.6K	Hold	55	–	–	﹤0.01%	556
2023 Q1	$4.18K	Hold	55	–	–	﹤0.01%	637
2022 Q4	$5.19K	Buy	55 +14	+34%	+$1.39K	﹤0.01%	599
2022 Q3	$4K	Hold	41	–	–	﹤0.01%	779
2022 Q2	$3K	Buy	41 +11	+37%	+$994	﹤0.01%	850
2022 Q1	$3K	Buy	+30	New	+$2.2K	﹤0.01%	920

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

Washington Trust Advisors's EXE Position: Q1 2026 in Review

Washington Trust Advisors opened a new position in Expand Energy Corp (EXE) in Q1 2026: 9 shares worth $988. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: Washington Trust Advisors previously reported a position in EXE as recently as Q4 2023.

Washington Trust Advisors first reported a position in EXE in Q1 2022 and has held it in 9 quarters since. The position peaked at $5.19K in Q4 2022. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Washington Trust Advisors held 9 shares of Expand Energy Corp worth $988 as of Q1 2026.
Expand Energy Corp was a new Washington Trust Advisors position in Q1 2026.
Expand Energy Corp made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #649 holding.
Washington Trust Advisors first reported a position in Expand Energy Corp in Q1 2022 and has held it in 9 quarters since.
Washington Trust Advisors's Expand Energy Corp position peaked at $5.19K in Q4 2022.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.