RBC
EXE

Romano Brothers & Co’s Expand Energy Corp EXE Stock Holding History

Romano Brothers & Co’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 		$5.61M Buy
51,059
+1,519
+3% +$162K 0.64% 44
2025
Q4 		$5.47M Buy
49,540
+23,590
+91% +$2.62M 0.62% 43
2025
Q3 		$2.76M Buy
25,950
+4,500
+21% +$452K 0.32% 88
2025
Q2 		$2.51M Sell
21,450
-4,600
-18% -$513K 0.31% 87
2025
Q1 		$2.9M Sell
26,050
-5,800
-18% -$603K 0.38% 80
2024
Q4 		$3.17M Hold
31,850
– – 0.4% 77
2024
Q3 		$2.62M Buy
31,850
+7,300
+30% +$557K 0.33% 93
2024
Q2 		$2.02M Sell
24,550
-2,000
-8% -$177K 0.28% 106
2024
Q1 		$2.36M Buy
+26,550
New +$2.13M 0.32% 96

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