WBI Investments’s Expand Energy Corp EXE Stock Holding History

WBI Investments’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	$280K	Buy	+2,549	New	+$272K	0.08%	249
2025 Q4	–	Sell	-8,210	Closed	-$872K	–	400
2025 Q3	$872K	Buy	+8,210	New	+$824K	0.22%	123
2023 Q2	–	Sell	-3,059	Closed	-$233K	–	236
2023 Q1	$233K	Buy	+3,059	New	+$252K	0.05%	174
2022 Q2	–	Sell	-10,378	Closed	-$902K	–	217
2022 Q1	$902K	Buy	+10,378	New	+$762K	0.15%	118

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

WBI Investments's EXE Position: Q1 2026 in Review

WBI Investments opened a new position in Expand Energy Corp (EXE) in Q1 2026: 2,549 shares worth $280K. The stake represents 0.08% of the portfolio and ranks #249 among its holdings. This is a return to the name: WBI Investments previously reported a position in EXE as recently as Q3 2025.

WBI Investments first reported a position in EXE in Q1 2022 and has held it in 4 quarters since. The position peaked at $902K in Q1 2022. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

WBI Investments held 2,549 shares of Expand Energy Corp worth $280K as of Q1 2026.
Expand Energy Corp was a new WBI Investments position in Q1 2026.
Expand Energy Corp made up 0.08% of WBI Investments's portfolio in Q1 2026, its #249 holding.
WBI Investments first reported a position in Expand Energy Corp in Q1 2022 and has held it in 4 quarters since.
WBI Investments's Expand Energy Corp position peaked at $902K in Q1 2022.
891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.