Pathstone Holdings
EXE

Pathstone Holdings’s Expand Energy Corp EXE Stock Holding History

Pathstone Holdings’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 		$1.63M Buy
14,836
+237
+2% +$25.3K 0.01% 1133
2025
Q4 		$1.61M Buy
14,599
+33
+0.2% +$3.66K 0.01% 1151
2025
Q3 		$1.55M Sell
14,566
-1,276
-8% -$128K 0.01% 1169
2025
Q2 		$1.85M Buy
15,842
+3,576
+29% +$399K 0.01% 1046
2025
Q1 		$1.37M Buy
12,266
+971
+9% +$101K 0.01% 1204
2024
Q4 		$1.12M Buy
11,295
+6,077
+116% +$561K 0.01% 1301
2024
Q3 		$429K Sell
5,218
-663
-11% -$50.6K ﹤0.01% 1802
2024
Q2 		$483K Sell
5,881
-170
-3% -$15K ﹤0.01% 1714
2024
Q1 		$538K Buy
6,051
+233
+4% +$18.7K ﹤0.01% 1651
2023
Q4 		$448K Buy
+5,818
New +$478K ﹤0.01% 1577

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