Wellington Management Group
EXE icon

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 $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 $3.38T AUM 44.17% 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. 854 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.
  • 854 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.