SC
EXE

Sagefield Capital’s Expand Energy Corp EXE Stock Holding History

Sagefield Capital’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 		$82.1M Buy
747,987
+14,877
+2% +$1.59M 5.91% 1
2025
Q4 		$80.9M Buy
733,110
+2,440
+0.3% +$271K 6.85% 1
2025
Q3 		$77.6M Buy
730,670
+225,025
+45% +$22.6M 8.68% 1
2025
Q2 		$59.1M Sell
505,645
-232,083
-31% -$25.9M 8.27% 1
2025
Q1 		$82.1M Sell
737,728
-89,882
-11% -$9.35M 9.9% 1
2024
Q4 		$82.4M Buy
827,610
+539,656
+187% +$49.8M 8.94% 1
2024
Q3 		$23.7M Buy
287,954
+72,777
+34% +$5.56M 2.57% 13
2024
Q2 		$17.7M Buy
215,177
+51,893
+32% +$4.58M 1.87% 16
2024
Q1 		$14.5M Sell
163,284
-98,117
-38% -$7.88M 1.77% 18
2023
Q4 		$20.1M Sell
261,401
-24,836
-9% -$2.04M 2.6% 11
2023
Q3 		$24.7M Buy
286,237
+67,271
+31% +$5.71M 3.47% 10
2023
Q2 		$18.3M Buy
218,966
+7,589
+4% +$606K 3.91% 7
2023
Q1 		$16.1M Buy
211,377
+26,579
+14% +$2.19M 3.72% 10
2022
Q4 		$17.4M Buy
184,798
+14,766
+9% +$1.46M 4.42% 6
2022
Q3 		$16M Buy
170,032
+46,704
+38% +$4.39M 5.08% 2
2022
Q2 		$10M Buy
123,328
+46,031
+60% +$4.16M 4.56% 5
2022
Q1 		$6.72M Sell
77,297
-23,360
-23% -$1.71M 2.94% 10
2021
Q4 		$6.49M Buy
+100,657
New +$6.39M 2.99% 9

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