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EXE
Janney Montgomery Scott’s
Expand Energy Corp
EXE
Stock Holding History
Janney Montgomery Scott’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
$14.4M
Buy
131,017
+110,892
+551%
+$11.8M
0.04%
444
2025
Q4
$2.22M
Buy
20,125
+1,016
+5%
+$113K
0.01%
1281
2025
Q3
$2.03M
Buy
19,109
+389
+2%
+$39K
﹤0.01%
1308
2025
Q2
$2.19M
Buy
18,720
+911
+5%
+$102K
0.01%
1170
2025
Q1
$1.98M
Buy
17,809
+59
+0.3%
+$6.14K
0.01%
1166
2024
Q4
$1.77M
Buy
17,750
+3,181
+22%
+$294K
﹤0.01%
1219
2024
Q3
$1.2M
Buy
+14,569
New
+$1.11M
﹤0.01%
1400
2024
Q2
–
Sell
-20,514
Closed
-$1.82M
–
2843
2024
Q1
$1.82M
Sell
20,514
-21,465
-51%
-$1.72M
0.01%
1200
2023
Q4
$3.23M
Sell
41,979
-24,078
-36%
-$1.98M
0.01%
904
2023
Q3
$5.7M
Sell
66,057
-150
-0.2%
-$12.7K
0.02%
626
2023
Q2
$5.54M
Sell
66,207
-1,164
-2%
-$92.9K
0.02%
659
2023
Q1
$5.12M
Buy
67,371
+1,065
+2%
+$87.7K
0.02%
637
2022
Q4
$6.26M
Buy
66,306
+8,687
+15%
+$861K
0.02%
584
2022
Q3
$5.43M
Buy
57,619
+7,521
+15%
+$707K
0.02%
594
2022
Q2
$4.23M
Buy
50,098
+23,638
+89%
+$2.14M
0.02%
644
2022
Q1
$2.3M
Buy
+26,460
New
+$1.94M
0.01%
862
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1-Year Est. Return
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$4.04T AUM
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$2.9T AUM
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VPM
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$1.91T AUM
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$645B AUM
30.41%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
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
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$653B AUM
32.41%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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