FDS
EXE

First Dallas Securities’s Expand Energy Corp EXE Stock Holding History

First Dallas Securities’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 		$3.4M Buy
31,014
+3,320
+12% +$354K 1.26% 20
2025
Q4 		$3.06M Sell
27,694
-646
-2% -$71.6K 1.14% 24
2025
Q3 		$3.01M Buy
28,340
+2,677
+10% +$269K 1.13% 27
2025
Q2 		$3M Sell
25,663
-743
-3% -$82.9K 1.19% 25
2025
Q1 		$2.94M Sell
26,406
-141
-0.5% -$14.7K 1.23% 23
2024
Q4 		$2.64M Buy
26,547
+1,845
+7% +$170K 1.08% 26
2024
Q3 		$2.03M Sell
24,702
-5,267
-18% -$402K 0.85% 31
2024
Q2 		$2.46M Buy
29,969
+457
+2% +$40.4K 1.08% 29
2024
Q1 		$2.62M Sell
29,512
-3,574
-11% -$287K 1.21% 25
2023
Q4 		$2.55M Sell
33,086
-18,633
-36% -$1.53M 1.31% 19
2023
Q3 		$4.46M Buy
51,719
+13,271
+35% +$1.13M 1.02% 32
2023
Q2 		$3.22M Buy
38,448
+6,302
+20% +$503K 1.79% 10
2023
Q1 		$2.44M Buy
32,146
+11,994
+60% +$987K 1.44% 19
2022
Q4 		$1.9M Buy
20,152
+11,677
+138% +$1.16M 1.15% 25
2022
Q3 		$798K Buy
+8,475
New +$796K 0.55% 50

Other funds holding EXE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Invesco
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