HighTower Advisors
EXE

HighTower Advisors’s Expand Energy Corp EXE Stock Holding History

HighTower Advisors’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 		$4.6M Buy
41,861
+5,864
+16% +$626K ﹤0.01% 1243
2025
Q4 		$3.97M Buy
35,997
+21,213
+143% +$2.35M ﹤0.01% 1284
2025
Q3 		$1.57M Sell
14,784
-679
-4% -$68.1K ﹤0.01% 1784
2025
Q2 		$1.81M Sell
15,463
-423
-3% -$47.2K ﹤0.01% 1620
2025
Q1 		$1.77M Sell
15,886
-2,423
-13% -$252K ﹤0.01% 1593
2024
Q4 		$1.82M Buy
18,309
+6,838
+60% +$631K ﹤0.01% 1572
2024
Q3 		$948K Buy
11,471
+1,253
+12% +$95.7K ﹤0.01% 1954
2024
Q2 		$837K Buy
10,218
+34
+0.3% +$3K ﹤0.01% 1951
2024
Q1 		$902K Buy
10,184
+3,455
+51% +$277K ﹤0.01% 1864
2023
Q4 		$518K Sell
6,729
-1,333
-17% -$109K ﹤0.01% 2295
2023
Q3 		$697K Buy
8,062
+1,184
+17% +$100K ﹤0.01% 1997
2023
Q2 		$574K Buy
6,878
+2,083
+43% +$166K ﹤0.01% 2105
2023
Q1 		$364K Buy
4,795
+608
+15% +$50K ﹤0.01% 2318
2022
Q4 		$397K Sell
4,187
-519
-11% -$51.4K ﹤0.01% 2284
2022
Q3 		$448K Buy
+4,706
New +$442K ﹤0.01% 2093
2021
Q4 		– Sell
-8,849
Closed -$550K – 3518
2021
Q3 		$550K Buy
+8,849
New +$496K ﹤0.01% 1999

Other funds holding EXE

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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