Baldwin Investment Management, LLC
Position in EXE — EXPAND ENERGY Corp
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in EXE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$789,978
-$218,680 QoQ
Shares Held
8,663
-5.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#443
of 845 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Baldwin Investment Management, LLC holds $2,038,543 across 2 Oil & Gas E&P names. EXE ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
7,103 | $1,248,565 | |
| 2 | EXE |
EXPAND ENERGY Corp
This page
|
8,663 | $789,978 |
All Filings in EXE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,978 | 8,663 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,008,658 | 9,188 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $836,859 | 7,583 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $756,216 | 7,118 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $458,170 | 3,918 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $436,151 | 3,918 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $345,239 | 3,468 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $297,333 | 3,615 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $308,212 | 3,750 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $333,112 | 3,750 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $288,525 | 3,750 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $368,633 | 4,275 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $445,596 | 5,325 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $513,650 | 6,755 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||