AA
EXE

Ancora Advisors’s Expand Energy Corp EXE Stock Holding History

Ancora Advisors’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
2024
Q3 		– Sell
-40,410
Closed -$3.32M – 1921
2024
Q2 		$3.32M Sell
40,410
-43,710
-52% -$3.86M 0.08% 208
2024
Q1 		$7.47M Sell
84,120
-4,730
-5% -$380K 0.17% 110
2023
Q4 		$6.84M Hold
88,850
– – 0.16% 129
2023
Q3 		$7.66M Buy
88,850
+44,360
+100% +$3.76M 0.2% 103
2023
Q2 		$3.72M Buy
44,490
+40
+0.1% +$3.19K 0.1% 173
2023
Q1 		$3.38M Sell
44,450
-430
-1% -$35.4K 0.1% 178
2022
Q4 		$4.24M Buy
44,880
+80
+0.2% +$7.93K 0.12% 158
2022
Q3 		$4.22M Buy
44,800
+5,090
+13% +$478K 0.13% 152
2022
Q2 		$3.22M Buy
39,710
+4,200
+12% +$379K 0.09% 191
2022
Q1 		$3.09M Buy
+35,510
New +$2.61M 0.08% 214

Other funds holding EXE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return