Corient Private Wealth

Corient Private Wealth’s Expand Energy Corp EXE Stock Holding History

Corient Private Wealth’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	$1.97M	Sell	18,025 -22,092	-55%	-$2.36M	﹤0.01%	1276
2025 Q4	$4.42M	Buy	40,117 +10,295	+35%	+$1.14M	﹤0.01%	1109
2025 Q3	$3.17M	Buy	29,822 +9,063	+44%	+$909K	0.01%	875
2025 Q2	$2.43M	Buy	20,759 +9,529	+85%	+$1.06M	﹤0.01%	949
2025 Q1	$1.25M	Buy	11,230 +1,572	+16%	+$164K	﹤0.01%	1187
2024 Q4	$962K	Buy	+9,658	New	+$892K	﹤0.01%	1334
2024 Q3	–	Sell	-6,611	Closed	-$543K	–	2573
2024 Q2	$543K	Buy	6,611 +517	+8%	+$45.7K	﹤0.01%	1597
2024 Q1	$541K	Buy	6,094 +284	+5%	+$22.8K	﹤0.01%	1590
2023 Q4	$447K	Sell	5,810 -2,646	-31%	-$217K	﹤0.01%	1663
2023 Q3	$729K	Sell	8,456 -138	-2%	-$11.7K	﹤0.01%	1303
2023 Q2	$719K	Sell	8,594 -5,163	-38%	-$412K	﹤0.01%	1280
2023 Q1	$1.05M	Buy	13,757 +2,628	+24%	+$216K	﹤0.01%	1069
2022 Q4	$1.05M	Buy	+11,129	New	+$1.1M	﹤0.01%	897

Other funds holding EXE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

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