Brinker Capital Investments’s Expand Energy Corporation Common Stock EXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.08M Buy
26,307
+4,382
+20% +$512K 0.03% 574
2025
Q1
$2.44M Buy
21,925
+654
+3% +$72.8K 0.02% 609
2024
Q4
$2.12M Buy
21,271
+1,369
+7% +$136K 0.02% 667
2024
Q3
$1.64M Buy
19,902
+5,528
+38% +$455K 0.02% 792
2024
Q2
$1.18M Buy
14,374
+1,392
+11% +$114K 0.01% 912
2024
Q1
$1.15M Buy
12,982
+104
+0.8% +$9.24K 0.01% 928
2023
Q4
$1.01M Sell
12,878
-1,272
-9% -$100K 0.01% 935
2023
Q3
$1.22M Buy
14,150
+7,156
+102% +$617K 0.01% 834
2023
Q2
$585K Buy
6,994
+2,438
+54% +$204K 0.01% 1160
2023
Q1
$346K Buy
+4,556
New +$346K ﹤0.01% 1286
2022
Q2
Sell
-9,367
Closed -$815K 1438
2022
Q1
$815K Sell
9,367
-79
-0.8% -$6.87K 0.01% 877
2021
Q4
$609K Buy
+9,446
New +$609K 0.01% 993