Envestnet Asset Management’s Expand Energy Corp EXE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.1M	Buy	183,016 +37,605	+26%	+$4.02M	0.01%	1347
2025 Q4	$16M	Buy	145,411 +11,482	+9%	+$1.27M	﹤0.01%	1359
2025 Q3	$14.2M	Buy	133,929 +14,147	+12%	+$1.42M	﹤0.01%	1521
2025 Q2	$14M	Sell	119,782 -1,428	-1%	-$159K	﹤0.01%	1508
2025 Q1	$13.5M	Buy	121,210 +13,273	+12%	+$1.38M	﹤0.01%	1455
2024 Q4	$10.7M	Buy	107,937 +59,117	+121%	+$5.46M	﹤0.01%	1591
2024 Q3	$4.02M	Buy	48,820 +4,879	+11%	+$373K	﹤0.01%	2243
2024 Q2	$3.61M	Buy	43,941 +5,636	+15%	+$498K	﹤0.01%	2241
2024 Q1	$3.4M	Sell	38,305 -27,752	-42%	-$2.23M	﹤0.01%	2241
2023 Q4	$5.08M	Sell	66,057 -25,015	-27%	-$2.05M	﹤0.01%	1887
2023 Q3	$7.85M	Buy	91,072 +44,966	+98%	+$3.82M	﹤0.01%	1526
2023 Q2	$3.86M	Sell	46,106 -333,575	-88%	-$26.6M	﹤0.01%	1860
2023 Q1	$2.95M	Buy	379,681 +263,644	+227%	+$21.7M	﹤0.01%	1949
2022 Q4	$11M	Buy	116,037 +22,813	+24%	+$2.26M	0.01%	1141
2022 Q3	$8.78M	Buy	93,224 +71,276	+325%	+$6.7M	0.01%	1193
2022 Q2	$1.78M	Sell	21,948 -389	-2%	-$35.1K	﹤0.01%	2175
2022 Q1	$1.94M	Buy	22,337 +11,353	+103%	+$833K	﹤0.01%	2210
2021 Q4	$709K	Buy	10,984 +5,415	+97%	+$344K	﹤0.01%	2855
2021 Q3	$343K	Buy	+5,569	New	+$312K	﹤0.01%	3213