WA
EXE

Waverly Advisors’s Expand Energy Corp EXE Stock Holding History

Waverly 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 		$496K Buy
4,521
+1,896
+72% +$202K ﹤0.01% 1090
2025
Q4 		$290K Buy
+2,625
New +$291K ﹤0.01% 1223

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Waverly Advisors's EXE Position: Q1 2026 in Review

Waverly Advisors increased its Expand Energy Corp (EXE) stake by 72% in Q1 2026, buying an estimated $202K and bringing the position to 4,521 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Waverly Advisors first reported a position in EXE in Q4 2025 and has held it in 2 quarters since. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Waverly Advisors held 4,521 shares of Expand Energy Corp worth $496K as of Q1 2026.
  • Waverly Advisors bought 1,896 Expand Energy Corp shares in Q1 2026, an estimated $202K.
  • Expand Energy Corp made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1090 holding.
  • Waverly Advisors first reported a position in Expand Energy Corp in Q4 2025 and has held it in 2 quarters since.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.