LPL Financial

LPL Financial’s Expand Energy Corp EXE Stock Holding History

LPL Financial’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	$11.8M	Buy	107,846 +19,693	+22%	+$2.1M	﹤0.01%	1850
2025 Q4	$9.73M	Buy	88,153 +33,904	+62%	+$3.76M	﹤0.01%	1951
2025 Q3	$5.76M	Sell	54,249 -1,478	-3%	-$148K	﹤0.01%	2339
2025 Q2	$6.52M	Buy	55,727 +6,993	+14%	+$780K	﹤0.01%	2091
2025 Q1	$5.43M	Sell	48,734 -11,965	-20%	-$1.24M	﹤0.01%	2082
2024 Q4	$6.04M	Buy	60,699 +17,479	+40%	+$1.61M	﹤0.01%	1920
2024 Q3	$3.55M	Sell	43,220 -1,057	-2%	-$80.7K	﹤0.01%	2242
2024 Q2	$3.64M	Buy	44,277 +9,537	+27%	+$842K	﹤0.01%	2107
2024 Q1	$3.09M	Sell	34,740 -28,876	-45%	-$2.32M	﹤0.01%	2157
2023 Q4	$4.89M	Sell	63,616 -18,893	-23%	-$1.55M	﹤0.01%	1697
2023 Q3	$7.11M	Buy	82,509 +3,240	+4%	+$275K	0.01%	1377
2023 Q2	$6.63M	Buy	79,269 +33,733	+74%	+$2.69M	﹤0.01%	1410
2023 Q1	$3.46M	Buy	45,536 +7,204	+19%	+$593K	﹤0.01%	1743
2022 Q4	$3.62M	Buy	38,332 +12,730	+50%	+$1.26M	﹤0.01%	1656
2022 Q3	$2.41M	Buy	25,602 +1,730	+7%	+$163K	﹤0.01%	1838
2022 Q2	$1.94M	Buy	23,872 +1,281	+6%	+$116K	﹤0.01%	2058
2022 Q1	$1.97M	Buy	22,591 +10,829	+92%	+$795K	﹤0.01%	2080
2021 Q4	$759K	Buy	+11,762	New	+$746K	﹤0.01%	2902

Other funds holding EXE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

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