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EXE
Massachusetts Financial Services’s
Expand Energy Corp
EXE
Stock Holding History
Massachusetts Financial Services’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
$409M
Sell
3,725,907
-124,635
-3%
-$13.3M
0.14%
159
2025
Q4
$425M
Sell
3,850,542
-209,940
-5%
-$23.3M
0.14%
156
2025
Q3
$431M
Sell
4,060,482
-1,336,219
-25%
-$134M
0.13%
156
2025
Q2
$631M
Buy
5,396,701
+740,502
+16%
+$82.6M
0.2%
126
2025
Q1
$518M
Buy
4,656,199
+910,821
+24%
+$94.8M
0.17%
148
2024
Q4
$373M
Buy
3,745,378
+1,211
+0%
+$112K
0.12%
193
2024
Q3
$308M
Sell
3,744,167
-375,331
-9%
-$28.7M
0.09%
208
2024
Q2
$339M
Buy
4,119,498
+292,586
+8%
+$25.8M
0.1%
187
2024
Q1
$340M
Sell
3,826,912
-491,008
-11%
-$39.4M
0.1%
189
2023
Q4
$332M
Buy
4,317,920
+213,235
+5%
+$17.5M
0.11%
182
2023
Q3
$354M
Buy
4,104,685
+936,169
+30%
+$79.4M
0.12%
166
2023
Q2
$265M
Buy
3,168,516
+220,380
+7%
+$17.6M
0.09%
215
2023
Q1
$224M
Buy
2,948,136
+536,206
+22%
+$44.1M
0.08%
229
2022
Q4
$228M
Buy
2,411,930
+1,182,100
+96%
+$117M
0.08%
224
2022
Q3
$116M
Buy
1,229,830
+431,491
+54%
+$40.5M
0.04%
315
2022
Q2
$64.7M
Buy
+798,339
New
+$72.1M
0.02%
418
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$5.7T AUM
30.48%
1-Year Est. Return
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$4.04T AUM
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$2.9T AUM
29.55%
1-Year Est. Return
VPM
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$1.91T AUM
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
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
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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