Empowered Funds’s Expand Energy Corp EXE Stock Holding History

Empowered Funds’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	$19.5M	Buy	+177,931	New	+$19M	0.12%	167
2025 Q4	–	Sell	-185,378	Closed	-$19.7M	–	1968
2025 Q3	$19.7M	Buy	185,378 +57,112	+45%	+$5.73M	0.2%	91
2025 Q2	$15M	Buy	128,266 +60,068	+88%	+$6.7M	0.17%	118
2025 Q1	$7.59M	Sell	68,198 -3,124	-4%	-$325K	0.11%	240
2024 Q4	$7.1M	Sell	71,322 -10,966	-13%	-$1.01M	0.1%	268
2024 Q3	$6.77M	Buy	82,288 +20,507	+33%	+$1.57M	0.11%	273
2024 Q2	$5.08M	Buy	61,781 +30,679	+99%	+$2.71M	0.09%	304
2024 Q1	$2.76M	Buy	31,102 +1,390	+5%	+$112K	0.05%	499
2023 Q4	$2.29M	Buy	29,712 +8,443	+40%	+$693K	0.06%	478
2023 Q3	$1.83M	Sell	21,269 -285	-1%	-$24.2K	0.05%	478
2023 Q2	$1.8M	Sell	21,554 -36,011	-63%	-$2.87M	0.06%	431
2023 Q1	$4.38M	Buy	57,565 +6,897	+14%	+$568K	0.26%	116
2022 Q4	$4.78M	Buy	50,668 +29,943	+144%	+$2.97M	0.67%	90
2022 Q3	$1.95M	Buy	+20,725	New	+$1.95M	0.19%	116

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