EWM
EXE

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

Evercore Wealth Management’s Portfolio EXE Stock Details EXE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.13M Buy
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