Advisornet Financial’s Expand Energy Corp EXE Stock Holding History

Advisornet Financial’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	$3.07K	Buy	28 +1	+4%	+$107	﹤0.01%	1833
2025 Q4	$2.98K	Hold	27	–	–	﹤0.01%	1832
2025 Q3	$2.87K	Sell	27 -3	-10%	-$301	﹤0.01%	1794
2025 Q2	$3.51K	Sell	30 -25	-45%	-$2.79K	﹤0.01%	1747
2025 Q1	$6.12K	Buy	55 +24	+77%	+$2.5K	﹤0.01%	1564
2024 Q4	$3.09K	Sell	31 -81	-72%	-$7.48K	﹤0.01%	1545
2024 Q3	$9.21K	Sell	112 -24	-18%	-$1.83K	﹤0.01%	1439
2024 Q2	$11.2K	Hold	136	–	–	﹤0.01%	1278
2024 Q1	$12.1K	Sell	136 -12	-8%	-$963	﹤0.01%	1231
2023 Q4	$11.4K	Buy	148 +10	+7%	+$821	﹤0.01%	1271
2023 Q3	$11.9K	Buy	138 +8	+6%	+$679	﹤0.01%	1198
2023 Q2	$10.9K	Buy	130 +17	+15%	+$1.36K	﹤0.01%	1299
2023 Q1	$8.59K	Sell	113 -12	-10%	-$988	﹤0.01%	1348
2022 Q4	$11.8K	Buy	125 +13	+12%	+$1.29K	﹤0.01%	1246
2022 Q3	$11K	Hold	112	–	–	﹤0.01%	1322
2022 Q2	$9K	Buy	112 +25	+29%	+$2.26K	﹤0.01%	1391
2022 Q1	$8K	Hold	87	–	–	﹤0.01%	1510
2021 Q4	$6K	Buy	+87	New	+$5.52K	﹤0.01%	1627

Other funds holding EXE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Victory Capital Management

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