Adams Natural Resources Fund’s Expand Energy Corporation Common Stock EXE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.7M | Sell |
108,700
-1,400
| -1% | -$164K | 2.01% | 15 |
|
2025
Q1 | $12.3M | Buy |
110,100
+45,000
| +69% | +$5.01M | 1.8% | 17 |
|
2024
Q4 | $6.48M | Buy |
65,100
+9,600
| +17% | +$956K | 1.02% | 22 |
|
2024
Q3 | $4.56M | Hold |
55,500
| – | – | 0.68% | 30 |
|
2024
Q2 | $4.56M | Buy |
55,500
+15,300
| +38% | +$1.26M | 0.67% | 30 |
|
2024
Q1 | $3.57M | Buy |
+40,200
| New | +$3.57M | 0.5% | 35 |
|