Mercer Global Advisors

Mercer Global Advisors’s Expand Energy Corp EXE Stock Holding History

Mercer Global 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	$5.76M	Buy	52,489 +29,634	+130%	+$3.16M	0.01%	709
2025 Q4	$2.52M	Buy	22,855 +3,802	+20%	+$422K	﹤0.01%	996
2025 Q3	$2.02M	Buy	19,053 +12,284	+181%	+$1.23M	﹤0.01%	1035
2025 Q2	$792K	Sell	6,769 -1,393	-17%	-$155K	﹤0.01%	1326
2025 Q1	$909K	Buy	8,162 +241	+3%	+$25.1K	﹤0.01%	1192
2024 Q4	$788K	Sell	7,921 -782	-9%	-$72.2K	﹤0.01%	1215
2024 Q3	$709K	Buy	8,703 +557	+7%	+$42.5K	﹤0.01%	1162
2024 Q2	$670K	Buy	8,146 +1,922	+31%	+$170K	﹤0.01%	1158
2024 Q1	$553K	Buy	6,224 +572	+10%	+$45.9K	﹤0.01%	1224
2023 Q4	$435K	Sell	5,652 -1,507	-21%	-$124K	﹤0.01%	1402
2023 Q3	$617K	Buy	7,159 +141	+2%	+$12K	﹤0.01%	1151
2023 Q2	$587K	Sell	7,018 -694	-9%	-$55.4K	﹤0.01%	1159
2023 Q1	$586K	Buy	7,712 +2,690	+54%	+$221K	﹤0.01%	1124
2022 Q4	$474K	Buy	5,022 +2,881	+135%	+$285K	﹤0.01%	1239
2022 Q3	$202K	Buy	+2,141	New	+$201K	﹤0.01%	1619

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