MWM
EXE

Moran Wealth Management’s Expand Energy Corp EXE Stock Holding History

Moran Wealth Management’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 		$3.28M Buy
29,834
+8,802
+42% +$940K 0.1% 256
2025
Q4 		$2.32M Buy
21,032
+9,927
+89% +$1.1M 0.07% 271
2025
Q3 		$1.18M Buy
11,105
+4,814
+77% +$483K 0.04% 328
2025
Q2 		$736K Sell
6,291
-37
-0.6% -$4.13K 0.02% 354
2025
Q1 		$704K Sell
6,328
-4,405
-41% -$458K 0.02% 335
2024
Q4 		$1.07M Buy
+10,733
New +$991K 0.03% 293
2023
Q4 		– Sell
-10,329
Closed -$891K – 462
2023
Q3 		$891K Buy
10,329
+3,717
+56% +$315K 0.03% 267
2023
Q2 		$553K Buy
+6,612
New +$528K 0.02% 302

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