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
2024
Q2 		– Sell
-1,123
Closed -$568K – 1988
2024
Q1 		$568K Buy
+1,123
New +$90.2K ﹤0.01% 1793

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

Wellington Management Group's EXE Position: Q1 2026 in Review

Wellington Management Group reduced its Expand Energy Corp (EXE) stake by 82% in Q1 2026, selling an estimated $221M and leaving 440,306 shares worth $48.3M. The position accounts for 0.01% of the portfolio, ranked #740.

Wellington Management Group first reported a position in EXE in Q1 2021 and has held it in 21 quarters since. The position peaked at $624M in Q1 2025. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Wellington Management Group held 440,306 shares of Expand Energy Corp worth $48.3M as of Q1 2026.
  • Wellington Management Group sold 2,068,955 Expand Energy Corp shares in Q1 2026, an estimated $221M.
  • Expand Energy Corp made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #740 holding.
  • Wellington Management Group first reported a position in Expand Energy Corp in Q1 2021 and has held it in 21 quarters since.
  • Wellington Management Group's Expand Energy Corp position peaked at $624M in Q1 2025.
  • 891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.