SPIA
EXE

Steward Partners Investment Advisory’s Expand Energy Corp EXE Stock Holding History

Steward Partners Investment Advisory’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 		$3.53M Buy
32,158
+11,137
+53% +$1.19M 0.02% 637
2025
Q4 		$2.32M Buy
21,021
+871
+4% +$96.6K 0.01% 737
2025
Q3 		$2.14M Buy
20,150
+1,253
+7% +$126K 0.01% 751
2025
Q2 		$2.21M Buy
18,897
+3,650
+24% +$407K 0.02% 687
2025
Q1 		$1.7M Buy
15,247
+1,694
+12% +$176K 0.02% 712
2024
Q4 		$1.35M Buy
13,553
+13,373
+7,429% +$1.23M 0.01% 767
2024
Q3 		$14.8K Buy
180
+80
+80% +$6.11K ﹤0.01% 2784
2024
Q2 		$8.22K Hold
100
– – ﹤0.01% 2888
2024
Q1 		$8.88K Sell
100
-8
-7% -$642 ﹤0.01% 2854
2023
Q4 		$8.31K Buy
+108
New +$8.87K ﹤0.01% 2780
2022
Q3 		– Sell
-4
Closed – – 3412
2022
Q2 		$0 Buy
+4
New +$361 ﹤0.01% 3401

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