Wellington Management Group
EXE

Wellington Management Group’s Expand Energy Corp EXE Stock Holding History

Wellington Management Group’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
Q2 		$34.3M Sell
375,816
-64,490
-15% -$6.12M 0.01% 856
2026
Q1 		$48.3M Sell
440,306
-2,068,955
-82% -$221M 0.01% 740
2025
Q4 		$277M Sell
2,509,261
-1,124,829
-31% -$125M 0.05% 315
2025
Q3 		$386M Sell
3,634,090
-1,611,088
-31% -$162M 0.07% 253
2025
Q2 		$613M Sell
5,245,178
-361,025
-6% -$40.3M 0.11% 173
2025
Q1 		$624M Buy
5,606,203
+482,685
+9% +$50.2M 0.12% 164
2024
Q4 		$510M Sell
5,123,518
-335,547
-6% -$31M 0.09% 186
2024
Q3 		$449M Sell
5,459,065
-2,007,833
-27% -$153M 0.08% 222
2024
Q2 		$614M Buy
7,466,898
+1,627,727
+28% +$144M 0.11% 181
2024
Q1 		$519M Buy
5,839,171
+917,351
+19% +$73.7M 0.09% 213
2023
Q4 		$379M Sell
4,921,820
-270,689
-5% -$22.2M 0.07% 262
2023
Q3 		$448M Sell
5,192,509
-845,611
-14% -$71.8M 0.09% 222
2023
Q2 		$505M Buy
6,038,120
+1,101,792
+22% +$87.9M 0.1% 211
2023
Q1 		$375M Buy
4,936,328
+166,911
+3% +$13.7M 0.07% 253
2022
Q4 		$450M Sell
4,769,417
-501,963
-10% -$49.7M 0.09% 216
2022
Q3 		$497M Buy
5,271,380
+1,155,851
+28% +$109M 0.11% 195
2022
Q2 		$334M Sell
4,115,529
-533,482
-11% -$48.2M 0.07% 259
2022
Q1 		$404M Buy
4,649,011
+33,353
+0.7% +$2.45M 0.07% 255
2021
Q4 		$298M Buy
4,615,658
+681,284
+17% +$43.2M 0.05% 342
2021
Q3 		$242M Buy
3,934,374
+2,915,038
+286% +$163M 0.04% 392
2021
Q2 		$52.9M Buy
1,019,336
+944,869
+1,269% +$47.2M 0.01% 805
2021
Q1 		$3.23M Buy
+74,467
New +$3.28M ﹤0.01% 1527

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Wellington Management Group's EXE Position: Q2 2026 in Review

Wellington Management Group reduced its Expand Energy Corp (EXE) stake by 15% in Q2 2026, selling an estimated $6.12M and leaving 375,816 shares worth $34.3M. The position accounts for 0.01% of the portfolio, ranked #856.

Wellington Management Group first reported a position in EXE in Q1 2021 and has held it in 22 quarters since. The position peaked at $624M in Q1 2025. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Wellington Management Group held 375,816 shares of Expand Energy Corp worth $34.3M as of Q2 2026.
  • Wellington Management Group sold 64,490 Expand Energy Corp shares in Q2 2026, an estimated $6.12M.
  • Expand Energy Corp made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #856 holding.
  • Wellington Management Group first reported a position in Expand Energy Corp in Q1 2021 and has held it in 22 quarters since.
  • Wellington Management Group's Expand Energy Corp position peaked at $624M in Q1 2025.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.