Cerity Partners
EXE

Cerity Partners’s Expand Energy Corp EXE Stock Holding History

Cerity Partners’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 		$7.36M Buy
66,999
+38,495
+135% +$4.11M 0.01% 846
2025
Q4 		$3.15M Buy
28,504
+4,849
+20% +$538K ﹤0.01% 1151
2025
Q3 		$2.51M Buy
23,655
+11,730
+98% +$1.18M ﹤0.01% 1186
2025
Q2 		$1.39M Buy
11,925
+6,766
+131% +$755K ﹤0.01% 1369
2025
Q1 		$574K Sell
5,159
-3,311
-39% -$344K ﹤0.01% 1681
2024
Q4 		$800K Buy
8,470
+3,803
+81% +$351K ﹤0.01% 1521
2024
Q3 		$384K Buy
4,667
+1,193
+34% +$91.1K ﹤0.01% 1920
2024
Q2 		$286K Sell
3,474
-1,745
-33% -$154K ﹤0.01% 1848
2024
Q1 		$464K Buy
+5,219
New +$419K ﹤0.01% 1631
2022
Q4 		– Sell
-2,396
Closed -$226K – 1534
2022
Q3 		$226K Sell
2,396
-75
-3% -$7.05K ﹤0.01% 1013
2022
Q2 		$200K Buy
+2,471
New +$223K ﹤0.01% 1082

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