Mackenzie Financial

Mackenzie Financial’s Expand Energy Corp EXE Stock Holding History

Mackenzie 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	$38.3M	Sell	348,751 -146,086	-30%	-$15.6M	0.05%	302
2025 Q4	$55.3M	Buy	494,837 +24,136	+5%	+$2.68M	0.07%	237
2025 Q3	$50M	Buy	470,701 +17,432	+4%	+$1.75M	0.06%	244
2025 Q2	$53M	Buy	453,269 +70,729	+18%	+$7.89M	0.07%	221
2025 Q1	$42.6M	Buy	382,540 +106,245	+38%	+$11.1M	0.06%	235
2024 Q4	$27.5M	Buy	276,295 +163,494	+145%	+$15.1M	0.04%	296
2024 Q3	$9.28M	Sell	112,801 -61,322	-35%	-$4.68M	0.01%	459
2024 Q2	$14.3M	Buy	174,123 +61,077	+54%	+$5.39M	0.02%	384
2024 Q1	$10M	Buy	113,046 +10,899	+11%	+$875K	0.01%	437
2023 Q4	$7.86M	Buy	102,147 +12,243	+14%	+$1.01M	0.01%	470
2023 Q3	$7.46M	Sell	89,904 -16,692	-16%	-$1.42M	0.01%	472
2023 Q2	$8.93M	Buy	106,596 +25,827	+32%	+$2.06M	0.01%	467
2023 Q1	$6.14M	Sell	80,769 -99,323	-55%	-$8.18M	0.01%	512
2022 Q4	$17M	Sell	180,092 -21,689	-11%	-$2.15M	0.03%	332
2022 Q3	$19M	Sell	201,781 -58,920	-23%	-$5.54M	0.03%	322
2022 Q2	$21.1M	Sell	260,701 -43,932	-14%	-$3.97M	0.03%	316
2022 Q1	$26.5M	Buy	304,633 +6,913	+2%	+$507K	0.04%	304
2021 Q4	$19.2M	Buy	297,720 +229,481	+336%	+$14.6M	0.03%	375
2021 Q3	$4.2M	Buy	+68,239	New	+$3.83M	0.01%	608

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