Brinker Capital Investments’s Expand Energy Corp EXE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.93M	Buy	35,813 +814	+2%	+$86.9K	0.03%	447
2025 Q4	$3.86M	Buy	34,999 +9,929	+40%	+$1.1M	0.03%	547
2025 Q3	$2.66M	Sell	25,070 -1,237	-5%	-$124K	0.02%	685
2025 Q2	$3.08M	Buy	26,307 +4,382	+20%	+$489K	0.03%	574
2025 Q1	$2.44M	Buy	21,925 +654	+3%	+$68K	0.02%	609
2024 Q4	$2.12M	Buy	21,271 +1,369	+7%	+$126K	0.02%	667
2024 Q3	$1.64M	Buy	19,902 +5,528	+38%	+$422K	0.02%	792
2024 Q2	$1.18M	Buy	14,374 +1,392	+11%	+$123K	0.01%	912
2024 Q1	$1.15M	Buy	12,982 +104	+0.8%	+$8.35K	0.01%	928
2023 Q4	$1.01M	Sell	12,878 -1,272	-9%	-$104K	0.01%	935
2023 Q3	$1.22M	Buy	14,150 +7,156	+102%	+$607K	0.01%	835
2023 Q2	$585K	Buy	6,994 +2,438	+54%	+$195K	0.01%	1160
2023 Q1	$346K	Buy	+4,556	New	+$375K	﹤0.01%	1287
2022 Q2	–	Sell	-9,367	Closed	-$815K	–	1438
2022 Q1	$815K	Sell	9,367 -79	-0.8%	-$5.8K	0.01%	877
2021 Q4	$609K	Buy	+9,446	New	+$599K	0.01%	993