Westside Investment Management’s Expand Energy Corp EXE Stock Holding History

Westside Investment Management’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	-500	Closed	-$55.2K	–	1536
2025 Q4	$55.2K	Hold	500	–	–	0.01%	515
2025 Q3	$53.1K	Hold	500	–	–	0.01%	522
2025 Q2	$58.5K	Hold	500	–	–	0.01%	433
2025 Q1	$55.7K	Hold	500	–	–	0.01%	389
2024 Q4	$49.8K	Sell	500 -20	-4%	-$1.85K	0.01%	407
2024 Q3	$42.8K	Hold	520	–	–	0.01%	424
2024 Q2	$42.7K	Hold	520	–	–	0.01%	406
2024 Q1	$46.2K	Hold	520	–	–	0.01%	391
2023 Q4	$40K	Hold	520	–	–	0.01%	386
2023 Q3	$44.8K	Hold	520	–	–	0.01%	362
2023 Q2	$43.5K	Hold	520	–	–	0.01%	373
2023 Q1	$39.5K	Hold	520	–	–	0.01%	387
2022 Q4	$49	Hold	520	–	–	﹤0.01%	415
2022 Q3	$48	Hold	520	–	–	﹤0.01%	414
2022 Q2	$42	Hold	520	–	–	﹤0.01%	420
2022 Q1	$45	Hold	520	–	–	﹤0.01%	424
2021 Q4	$33	Buy	520 +5	+1%	+$317	﹤0.01%	438
2021 Q3	$31	Hold	515	–	–	﹤0.01%	435
2021 Q2	$26	Buy	515 +15	+3%	+$749	﹤0.01%	450
2021 Q1	$21	Buy	+500	New	+$22K	﹤0.01%	463

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Westside Investment Management's EXE Position: Q1 2026 in Review

Westside Investment Management sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 500 shares — an estimated $55.2K sold.

Westside Investment Management first reported a position in EXE in Q1 2021 and held it in 20 quarters. The position peaked at $58.5K in Q2 2025. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Westside Investment Management reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
Westside Investment Management sold 500 Expand Energy Corp shares in Q1 2026, an estimated $55.2K.
Westside Investment Management first reported a position in Expand Energy Corp in Q1 2021 and held it in 20 quarters.
Westside Investment Management's Expand Energy Corp position peaked at $58.5K in Q2 2025.
898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.