BGIM
EXE

Brandywine Global Investment Management’s Expand Energy Corp EXE Stock Holding History

Brandywine Global Investment Management’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
Q4 		– Sell
-40,176
Closed -$3.48M – 731
2024
Q3 		$3.48M Sell
40,176
-1,003
-2% -$76.6K 0.02% 462
2024
Q2 		$3.38M Buy
41,179
+26,824
+187% +$2.37M 0.03% 478
2024
Q1 		$1.28M Buy
+14,355
New +$1.15M 0.01% 612

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Brandywine Global Investment Management's EXE Position: Q4 2024 in Review

Brandywine Global Investment Management sold out of Expand Energy Corp (EXE) in Q4 2024, closing a stake of 40,176 shares — an estimated $3.48M sold.

Brandywine Global Investment Management first reported a position in EXE in Q1 2024 and held it in 3 quarters. The position peaked at $3.48M in Q3 2024. 642 funds tracked by Wall St. Rank hold EXE as of Q4 2024.

  • Brandywine Global Investment Management reported no remaining Expand Energy Corp position as of Q4 2024 after selling out during the quarter.
  • Brandywine Global Investment Management sold 40,176 Expand Energy Corp shares in Q4 2024, an estimated $3.48M.
  • Brandywine Global Investment Management first reported a position in Expand Energy Corp in Q1 2024 and held it in 3 quarters.
  • Brandywine Global Investment Management's Expand Energy Corp position peaked at $3.48M in Q3 2024.
  • 642 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2024.

Based on Brandywine Global Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.