HP
EXE

Hartree Partners’s Expand Energy Corp EXE Stock Holding History

Hartree Partners’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 		$3.18M Sell
28,959
-53,820
-65% -$5.75M 0.69% 35
2025
Q4 		$9.14M Sell
82,779
-25,185
-23% -$2.79M 3.34% 6
2025
Q3 		$11.5M Sell
107,964
-56,506
-34% -$5.67M 3.98% 6
2025
Q2 		$19.2M Buy
164,470
+25,547
+18% +$2.85M 5.47% 7
2025
Q1 		$15.5M Buy
138,923
+76,985
+124% +$8.01M 5.61% 5
2024
Q4 		$6.17M Sell
61,938
-284,158
-82% -$26.2M 2.3% 14
2024
Q3 		$28.5M Buy
346,096
+29,066
+9% +$2.22M 8.18% 5
2024
Q2 		$26.1M Buy
317,030
+127,030
+67% +$11.2M 6.59% 6
2024
Q1 		$16.9M Buy
190,000
+32,000
+20% +$2.57M 4.38% 7
2023
Q4 		$12.2M Buy
158,000
+125,000
+379% +$10.3M 4.4% 7
2023
Q3 		$2.85M Sell
33,000
-20,000
-38% -$1.7M 1.16% 17
2023
Q2 		$4.44M Buy
53,000
+5,900
+13% +$471K 2.25% 12
2023
Q1 		$3.58M Sell
47,100
-31,000
-40% -$2.55M 2.35% 8
2022
Q4 		$7.37M Buy
78,100
+13,500
+21% +$1.34M 6.33% 6
2022
Q3 		$6.09M Sell
64,600
-35,900
-36% -$3.37M 5.12% 3
2022
Q2 		$8.15M Buy
+100,500
New +$9.08M 1.95% 10
2021
Q3 		– Sell
-144,000
Closed -$7.48M – 196
2021
Q2 		$7.48M Buy
+144,000
New +$7.19M 1.8% 18

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