EWM
EXE

Evercore Wealth Management’s Expand Energy Corp EXE Stock Holding History

Evercore Wealth Management’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
2025
Q2 		– Sell
2025
Q1 		$560K Hold
2024
Q4 		$501K Buy
2024
Q2 		– Sell
2024
Q1 		$888K Sell
2023
Q4 		$773K Buy
2023
Q3 		$862K Hold
2023
Q2 		$837K Hold
2023
Q1 		$760K Hold
2022
Q4 		$944K Buy