BGAI
EXE

Bruce G. Allen Investments’s Expand Energy Corp EXE Stock Holding History

Bruce G. Allen Investments’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 		$5.16K Hold
47
– – ﹤0.01% 557
2025
Q4 		$5.19K Hold
47
– – ﹤0.01% 556
2025
Q3 		$4.99K Hold
47
– – ﹤0.01% 565
2025
Q2 		$5.5K Sell
47
-43
-48% -$4.8K ﹤0.01% 553
2025
Q1 		$10K Buy
90
+43
+91% +$4.47K 0.01% 460
2024
Q4 		$4.68K Buy
47
+25
+114% +$2.31K ﹤0.01% 589
2024
Q3 		$1.81K Sell
22
-69
-76% -$5.27K ﹤0.01% 731
2024
Q2 		$7.48K Buy
91
+1
+1% +$88 0.01% 508
2024
Q1 		$8K Buy
90
+73
+429% +$5.86K 0.01% 508
2023
Q4 		$1.31K Buy
+17
New +$1.4K ﹤0.01% 803

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