Daiwa Securities Group

Daiwa Securities Group’s Expand Energy Corp EXE Stock Holding History

Daiwa Securities Group’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	$6.7M	Buy	60,991 +18,978	+45%	+$2.03M	0.02%	397
2025 Q4	$4.64M	Sell	42,013 -12,006	-22%	-$1.33M	0.02%	474
2025 Q3	$5.74M	Buy	54,019 +18,527	+52%	+$1.86M	0.02%	411
2025 Q2	$4.15M	Buy	35,492 +2,029	+6%	+$226K	0.02%	464
2025 Q1	$3.73M	Buy	33,463 +11,514	+52%	+$1.2M	0.02%	452
2024 Q4	$2.19M	Buy	21,949 +13,536	+161%	+$1.25M	0.01%	571
2024 Q3	$692K	Buy	8,413 +600	+8%	+$45.8K	﹤0.01%	794
2024 Q2	$642K	Buy	7,813 +400	+5%	+$35.3K	﹤0.01%	785
2024 Q1	$658K	Sell	7,413 -100	-1%	-$8.03K	﹤0.01%	792
2023 Q4	$578K	Buy	7,513 +813	+12%	+$66.8K	﹤0.01%	807
2023 Q3	$578K	Buy	6,700 +300	+5%	+$25.5K	﹤0.01%	805
2023 Q2	$536K	Hold	6,400	–	–	﹤0.01%	805
2023 Q1	$487K	Sell	6,400 -2,430	-28%	-$200K	﹤0.01%	812
2022 Q4	$833K	Buy	+8,830	New	+$875K	0.01%	695

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