GRA
EXE

Goehring & Rozencwajg Associates’s Expand Energy Corp EXE Stock Holding History

Goehring & Rozencwajg Associates’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 		$24.8M Buy
225,860
+60,492
+37% +$6.46M 1.33% 25
2025
Q4 		$18.3M Buy
165,368
+54,567
+49% +$6.05M 1.81% 18
2025
Q3 		$11.8M Buy
110,801
+418
+0.4% +$41.9K 1.42% 24
2025
Q2 		$12.9M Sell
110,383
-1,321
-1% -$147K 1.97% 18
2025
Q1 		$12.2M Buy
111,704
+2,673
+2% +$278K 2.21% 15
2024
Q4 		$10.3M Sell
109,031
-3,480
-3% -$321K 2.12% 20
2024
Q3 		$9.25M Buy
112,511
+6,306
+6% +$481K 1.89% 24
2024
Q2 		$8.73M Buy
106,205
+10,400
+11% +$918K 1.73% 21
2024
Q1 		$8.51M Buy
95,805
+4,700
+5% +$377K 1.84% 23
2023
Q4 		$7.01M Buy
91,105
+3,070
+3% +$252K 1.69% 26
2023
Q3 		$7.59M Buy
88,035
+2,860
+3% +$243K 1.86% 20
2023
Q2 		$7.13M Buy
85,175
+8,334
+11% +$665K 2.05% 16
2023
Q1 		$5.84M Buy
76,841
+3,849
+5% +$317K 1.99% 21
2022
Q4 		$6.89M Buy
+72,992
New +$7.23M 2.45% 14

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