BIA
EXE

Bell Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Bell Investment 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
2026
Q1 		$16.4K Sell
149
-24
-14% -$2.56K ﹤0.01% 509
2025
Q4 		$19.1K Buy
173
+7
+4% +$776 ﹤0.01% 461
2025
Q3 		$17.6K Hold
166
– – ﹤0.01% 445
2025
Q2 		$19.4K Hold
166
– – ﹤0.01% 434
2025
Q1 		$18.5K Hold
166
– – ﹤0.01% 412
2024
Q4 		$16.5K Buy
166
+137
+472% +$12.6K ﹤0.01% 442
2024
Q3 		$2.39K Hold
29
– – ﹤0.01% 1276
2024
Q2 		$2.38K Hold
29
– – ﹤0.01% 1280
2024
Q1 		$2.58K Hold
29
– – ﹤0.01% 1232
2023
Q4 		$2.23K Hold
29
– – ﹤0.01% 1284
2023
Q3 		$2.5K Hold
29
– – ﹤0.01% 1170
2023
Q2 		$2.43K Hold
29
– – ﹤0.01% 1202
2023
Q1 		$2.21K Hold
29
– – ﹤0.01% 1214
2022
Q4 		$2.74K Sell
29
-11
-28% -$1.09K ﹤0.01% 1114
2022
Q3 		$4K Hold
40
– – ﹤0.01% 852
2022
Q2 		$3K Buy
+40
New +$3.61K ﹤0.01% 1050
2021
Q4 		$3K Buy
+40
New +$2.54K ﹤0.01% 1057

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