X-Square Capital’s Expand Energy Corp EXE Stock Holding History

X-Square Capital’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	$881K	Buy	8,027 +264	+3%	+$28.2K	0.3%	95
2025 Q4	$857K	Buy	7,763 +206	+3%	+$22.8K	0.28%	95
2025 Q3	$803K	Sell	7,557 -9	-0.1%	-$903	0.25%	95
2025 Q2	$885K	Buy	7,566 +189	+3%	+$21.1K	0.32%	85
2025 Q1	$821K	Buy	7,377 +815	+12%	+$84.8K	0.35%	77
2024 Q4	$653K	Buy	6,562 +2	+0%	+$185	0.27%	95
2024 Q3	$540K	Buy	6,560 +728	+12%	+$55.6K	0.24%	98
2024 Q2	$479K	Sell	5,832 -377	-6%	-$33.3K	0.22%	107
2024 Q1	$553K	Sell	6,209 -7,000	-53%	-$562K	0.26%	97
2023 Q4	$1.02M	Sell	13,209 -521	-4%	-$42.8K	0.56%	57
2023 Q3	$1.15M	Hold	13,730	–	–	0.77%	46
2023 Q2	$1.15M	Sell	13,730 -3,474	-20%	-$277K	0.77%	46
2023 Q1	$1.31M	Buy	17,204 +303	+2%	+$24.9K	0.77%	48
2022 Q4	$1.59M	Buy	16,901 +3,222	+24%	+$319K	0.91%	38
2022 Q3	$1.29M	Sell	13,679 -3,758	-22%	-$353K	0.82%	49
2022 Q2	$1.41M	Buy	17,437 +307	+2%	+$27.7K	0.85%	43
2022 Q1	$1.49M	Buy	17,130 +8,479	+98%	+$622K	0.77%	52
2021 Q4	$558K	Sell	8,651 -499	-5%	-$31.7K	0.28%	93
2021 Q3	$564K	Buy	+9,150	New	+$513K	0.29%	90

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

X-Square Capital's EXE Position: Q1 2026 in Review

X-Square Capital increased its Expand Energy Corp (EXE) stake by 3.4% in Q1 2026, buying an estimated $28.2K and bringing the position to 8,027 shares worth $881K. The position accounts for 0.3% of the portfolio, ranked #95.

X-Square Capital first reported a position in EXE in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q4 2022. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

X-Square Capital held 8,027 shares of Expand Energy Corp worth $881K as of Q1 2026.
X-Square Capital bought 264 Expand Energy Corp shares in Q1 2026, an estimated $28.2K.
Expand Energy Corp made up 0.3% of X-Square Capital's portfolio in Q1 2026, its #95 holding.
X-Square Capital first reported a position in Expand Energy Corp in Q3 2021 and has held it in 19 quarters since.
X-Square Capital's Expand Energy Corp position peaked at $1.59M in Q4 2022.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on X-Square Capital's 13F filing for Q1 2026, filed 15 May 2026.