LIA
EXE

LSP Investment Advisors’s Expand Energy Corp EXE Stock Holding History

LSP Investment 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 		$35.1M Sell
319,717
-190,000
-37% -$20.3M 25.49% 1
2025
Q4 		$56.3M Buy
509,717
+190,300
+60% +$21.1M 29.91% 1
2025
Q3 		$33.9M Buy
319,417
+92,600
+41% +$9.29M 20.39% 3
2025
Q2 		$26.5M Buy
226,817
+45,000
+25% +$5.02M 19.03% 3
2025
Q1 		$20.2M Hold
181,817
– – 17.39% 3
2024
Q4 		$18.1M Buy
181,817
+48,130
+36% +$4.44M 12.63% 3
2024
Q3 		$11M Buy
133,687
+73,513
+122% +$5.61M 5.92% 5
2024
Q2 		$4.95M Buy
+60,174
New +$5.31M 2.81% 7
2023
Q1 		– Sell
-336,605
Closed -$31.8M – 28
2022
Q4 		$31.8M Sell
336,605
-35,272
-9% -$3.49M 13.97% 2
2022
Q3 		$35M Buy
371,877
+125,589
+51% +$11.8M 14.83% 2
2022
Q2 		$20M Buy
+246,288
New +$22.3M 7.88% 6
2021
Q3 		– Sell
-378,095
Closed -$19.6M – 29
2021
Q2 		$19.6M Hold
378,095
– – 13.34% 4
2021
Q1 		$16.4M Buy
+378,095
New +$16.7M 11.91% 6

Other funds holding EXE

BlackRock
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