Kovitz Investment Group Partners

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

Kovitz Investment Group Partners’s Portfolio EXE Stock Details EXE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$248K	Sell
2025 Q2	$377K	Buy
2025 Q1	$289K	Sell
2024 Q4	$312K	Buy
2024 Q3	$201K	Buy