Kovitz Investment Group Partners
EXE

Kovitz Investment Group Partners’s Expand Energy Corporation Common Stock EXE Stock Holding History

Kovitz Investment Group Partners’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$377K Buy
3,223
+629
+24% +$73.5K ﹤0.01% 1068
2025
Q1 		$289K Sell
2,594
-543
-17% -$60.4K ﹤0.01% 1061
2024
Q4 		$312K Buy
3,137
+637
+25% +$63.4K ﹤0.01% 1028
2024
Q3 		$201K Buy
+2,500
New +$201K ﹤0.01% 948