CA
EXE

CoreCap Advisors’s Expand Energy Corp EXE Stock Holding History

CoreCap 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
Q2 		$3.65K Buy
40
+15
+60% +$1.43K ﹤0.01% 2372
2026
Q1 		$2.75K Hold
25
– – ﹤0.01% 2334
2025
Q4 		$2.76K Buy
25
+11
+79% +$1.22K ﹤0.01% 2388
2025
Q3 		$1.49K Sell
14
-38
-73% -$3.81K ﹤0.01% 2426
2025
Q2 		$6.08K Buy
52
+41
+373% +$4.58K ﹤0.01% 2060
2025
Q1 		$1.23K Hold
11
– – ﹤0.01% 2479
2024
Q4 		$1.09K Sell
11
-5
-31% -$462 ﹤0.01% 2361
2024
Q3 		$1.32K Buy
+16
New +$1.22K ﹤0.01% 2232
2024
Q2 		– Sell
-36
Closed -$3.2K – 2650
2024
Q1 		$3.2K Buy
+36
New +$2.89K ﹤0.01% 2023
2022
Q4 		$45.6K Buy
+483
New +$47.9K ﹤0.01% 1016
2022
Q3 		– Sell
-461
Closed -$37K – 2181
2022
Q2 		$37K Buy
+461
New +$41.6K ﹤0.01% 1041
2022
Q1 		– Sell
-6
Closed -$1K – 2178
2021
Q4 		$1K Buy
+6
New +$381 ﹤0.01% 2302

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return