WS
EXE

Wedbush Securities’s Expand Energy Corp EXE Stock Holding History

Wedbush Securities’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 		– Sell
-2,084
Closed -$230K – 1300
2025
Q4 		$230K Sell
2,084
-2,260
-52% -$251K 0.01% 1028
2025
Q3 		$461K Buy
4,344
+1,946
+81% +$195K 0.02% 682
2025
Q2 		$280K Buy
2,398
+514
+27% +$57.4K 0.01% 878
2025
Q1 		$210K Sell
1,884
-1,016
-35% -$106K 0.01% 991
2024
Q4 		$289K Sell
2,900
-1,632
-36% -$151K 0.01% 839
2024
Q3 		$373K Sell
4,532
-122
-3% -$9.31K 0.01% 722
2024
Q2 		$382K Sell
4,654
-3,257
-41% -$288K 0.01% 741
2024
Q1 		$703K Sell
7,911
-48
-0.6% -$3.85K 0.03% 513
2023
Q4 		$612K Sell
7,959
-2,606
-25% -$214K 0.03% 490
2023
Q3 		$911K Buy
10,565
+1,652
+19% +$140K 0.05% 336
2023
Q2 		$746K Buy
8,913
+3,769
+73% +$301K 0.04% 405
2023
Q1 		$391K Buy
+5,144
New +$423K 0.02% 625

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

Wedbush Securities's EXE Position: Q1 2026 in Review

Wedbush Securities sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 2,084 shares — an estimated $230K sold.

Wedbush Securities first reported a position in EXE in Q1 2023 and held it in 12 quarters. The position peaked at $911K in Q3 2023. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Wedbush Securities reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Wedbush Securities sold 2,084 Expand Energy Corp shares in Q1 2026, an estimated $230K.
  • Wedbush Securities first reported a position in Expand Energy Corp in Q1 2023 and held it in 12 quarters.
  • Wedbush Securities's Expand Energy Corp position peaked at $911K in Q3 2023.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.