AS
EXE

Altshuler Shaham’s Expand Energy Corp EXE Stock Holding History

Altshuler Shaham’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 		$162M Sell
1,479,000
-237,853
-14% -$25.4M 2.99% 9
2025
Q4 		$189M Buy
1,716,853
+125,094
+8% +$13.9M 2.89% 11
2025
Q3 		$169M Buy
1,591,759
+1,590,091
+95,329% +$160M 2.8% 11
2025
Q2 		$195K Buy
+1,668
New +$186K 0.01% 155
2024
Q2 		– Sell
-379
Closed -$33.7K – 371
2024
Q1 		$33.7K Sell
379
-188
-33% -$15.1K ﹤0.01% 120
2023
Q4 		$43.6K Sell
567
-108
-16% -$8.87K ﹤0.01% 133
2023
Q3 		$58.2K Sell
675
-431
-39% -$36.6K ﹤0.01% 133
2023
Q2 		$92.5K Sell
1,106
-95
-8% -$7.58K ﹤0.01% 137
2023
Q1 		$91.3K Buy
1,201
+59
+5% +$4.86K ﹤0.01% 155
2022
Q4 		$108K Buy
+1,142
New +$113K ﹤0.01% 134

Other funds holding EXE

BlackRock
BlackRock New York $5.7T 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 $5.91B AUM 42.97% 1-Year Est. Return
Invesco
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