PTC
EXE

Private Trust Company’s Expand Energy Corp EXE Stock Holding History

Private Trust Company’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 		$15K Sell
137
-38
-22% -$4.06K ﹤0.01% 1829
2025
Q4 		$19.3K Buy
175
+45
+35% +$4.99K ﹤0.01% 1673
2025
Q3 		$13.8K Buy
130
+21
+19% +$2.11K ﹤0.01% 1784
2025
Q2 		$12.7K Sell
109
-51
-32% -$5.69K ﹤0.01% 1729
2025
Q1 		$17.8K Hold
160
– – ﹤0.01% 1602
2024
Q4 		$15.9K Buy
160
+34
+27% +$3.14K ﹤0.01% 1569
2024
Q3 		$10.4K Sell
126
-71
-36% -$5.42K ﹤0.01% 1712
2024
Q2 		$16.2K Buy
197
+83
+73% +$7.33K ﹤0.01% 1518
2024
Q1 		$10.1K Sell
114
-84
-42% -$6.74K ﹤0.01% 1651
2023
Q4 		$15.2K Sell
198
-103
-34% -$8.46K ﹤0.01% 1504
2023
Q3 		$26K Sell
301
-38
-11% -$3.23K ﹤0.01% 1263
2023
Q2 		$28.4K Buy
339
+219
+183% +$17.5K ﹤0.01% 1240
2023
Q1 		$9.13K Buy
120
+15
+14% +$1.24K ﹤0.01% 1617
2022
Q4 		$10K Buy
+105
New +$10.4K ﹤0.01% 1571
2022
Q3 		– Sell
-68
Closed -$6K – 2225
2022
Q2 		$6K Buy
+68
New +$6.14K ﹤0.01% 1717

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