SEI Investments

SEI Investments’s Expand Energy Corp EXE Stock Holding History

SEI Investments’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	$27.7M	Buy	251,984 +117,163	+87%	+$12.5M	0.03%	655
2025 Q4	$14.9M	Buy	134,821 +28,828	+27%	+$3.2M	0.01%	876
2025 Q3	$11.3M	Buy	105,993 +8,537	+9%	+$857K	0.01%	978
2025 Q2	$11.4M	Buy	97,456 +10,180	+12%	+$1.14M	0.01%	931
2025 Q1	$9.72M	Buy	87,276 +6,929	+9%	+$721K	0.01%	981
2024 Q4	$8M	Buy	80,347 +54,569	+212%	+$5.04M	0.01%	1073
2024 Q3	$2.12M	Sell	25,778 -14,446	-36%	-$1.1M	﹤0.01%	1660
2024 Q2	$3.31M	Sell	40,224 -15,578	-28%	-$1.38M	﹤0.01%	1406
2024 Q1	$4.96M	Buy	55,802 +31,723	+132%	+$2.55M	0.01%	1223
2023 Q4	$1.85M	Sell	24,079 -6,943	-22%	-$570K	﹤0.01%	1638
2023 Q3	$2.67M	Buy	31,022 +388	+1%	+$32.9K	﹤0.01%	1457
2023 Q2	$2.56M	Buy	30,634 +7,267	+31%	+$580K	﹤0.01%	1521
2023 Q1	$1.78M	Buy	23,367 +12,362	+112%	+$1.02M	﹤0.01%	1669
2022 Q4	$1.04M	Sell	11,005 -3,526	-24%	-$349K	﹤0.01%	1744
2022 Q3	$1.37M	Sell	14,531 -5,947	-29%	-$559K	﹤0.01%	1694
2022 Q2	$1.66M	Sell	20,478 -12,739	-38%	-$1.15M	﹤0.01%	1639
2022 Q1	$2.89M	Sell	33,217 -31,412	-49%	-$2.31M	0.01%	1384
2021 Q4	$4.17M	Buy	64,629 +20,685	+47%	+$1.31M	0.01%	1229
2021 Q3	$2.71M	Buy	43,944 +32,999	+301%	+$1.85M	0.01%	1377
2021 Q2	$568K	Sell	10,945 -89	-0.8%	-$4.44K	﹤0.01%	2019
2021 Q1	$479K	Buy	+11,034	New	+$486K	﹤0.01%	2049

Other funds holding EXE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

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