PGAM
EXE

Princeton Global Asset Management’s Expand Energy Corp EXE Stock Holding History

Princeton Global Asset 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 		$6.37K Hold
58
– – ﹤0.01% 653
2025
Q4 		$6.4K Buy
+58
New +$6.43K ﹤0.01% 644
2025
Q2 		– Sell
-275
Closed -$30.6K – 777
2025
Q1 		$30.6K Hold
275
– – 0.01% 355
2024
Q4 		$27.4K Hold
275
– – 0.01% 383
2024
Q3 		$22.6K Sell
275
-326
-54% -$24.9K ﹤0.01% 402
2024
Q2 		$49.4K Buy
601
+2
+0.3% +$177 0.01% 293
2024
Q1 		$53.2K Buy
599
+2
+0.3% +$161 0.01% 254
2023
Q4 		$45.9K Sell
597
-247
-29% -$20.3K 0.01% 269
2023
Q3 		$72.8K Buy
844
+2
+0.2% +$170 0.02% 219
2023
Q2 		$70.5K Buy
842
+2
+0.2% +$160 0.02% 225
2023
Q1 		$63.9K Buy
840
+2
+0.2% +$165 0.02% 236
2022
Q4 		$79K Buy
838
+260
+45% +$25.8K 0.03% 208
2022
Q3 		$54K Buy
578
+276
+91% +$25.9K 0.02% 229
2022
Q2 		$24K Buy
+302
New +$27.3K 0.01% 315

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