CTA
EXE

Colonial Trust Advisors’s Expand Energy Corp EXE Stock Holding History

Colonial Trust Advisors’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 		$12.4K Hold
113
– – ﹤0.01% 500
2025
Q4 		$12.5K Hold
113
– – ﹤0.01% 485
2025
Q3 		$12K Hold
113
– – ﹤0.01% 477
2025
Q2 		$13.2K Hold
113
– – ﹤0.01% 479
2025
Q1 		$12.6K Hold
113
– – ﹤0.01% 477
2024
Q4 		$11.2K Buy
113
+58
+105% +$5.35K ﹤0.01% 475
2024
Q3 		$4.52K Hold
55
– – ﹤0.01% 632
2024
Q2 		$4.52K Buy
+55
New +$4.86K ﹤0.01% 621
2024
Q1 		– Sell
-15
Closed -$1.15K – 1091
2023
Q4 		$1.15K Buy
+15
New +$1.23K ﹤0.01% 762

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