WHG
EXE

Westwood Holdings Group’s Expand Energy Corp EXE Stock Holding History

Westwood Holdings 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
Q1 		$1.05M Buy
9,607
+4,048
+73% +$432K 0.01% 347
2025
Q4 		$613K Buy
5,559
+781
+16% +$86.6K 0.01% 411
2025
Q3 		$508K Buy
+4,778
New +$479K ﹤0.01% 419

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

Westwood Holdings Group's EXE Position: Q1 2026 in Review

Westwood Holdings Group increased its Expand Energy Corp (EXE) stake by 73% in Q1 2026, buying an estimated $432K and bringing the position to 9,607 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #347.

Westwood Holdings Group first reported a position in EXE in Q3 2025 and has held it in 3 quarters since. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Westwood Holdings Group held 9,607 shares of Expand Energy Corp worth $1.05M as of Q1 2026.
  • Westwood Holdings Group bought 4,048 Expand Energy Corp shares in Q1 2026, an estimated $432K.
  • Expand Energy Corp made up 0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #347 holding.
  • Westwood Holdings Group first reported a position in Expand Energy Corp in Q3 2025 and has held it in 3 quarters since.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

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