Stifel Financial

Stifel Financial’s Expand Energy Corp EXE Stock Holding History

Stifel Financial’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	$8.93M	Buy	81,340 +3,511	+5%	+$375K	0.01%	1018
2025 Q4	$8.59M	Buy	77,829 +1,083	+1%	+$120K	0.01%	1031
2025 Q3	$8.15M	Buy	76,746 +5,095	+7%	+$511K	0.01%	1036
2025 Q2	$8.38M	Sell	71,651 -2,016	-3%	-$225K	0.01%	981
2025 Q1	$8.2M	Sell	73,667 -8,282	-10%	-$862K	0.01%	936
2024 Q4	$8.16M	Sell	81,949 -11,216	-12%	-$1.04M	0.01%	952
2024 Q3	$7.66M	Buy	93,165 +11,088	+14%	+$847K	0.01%	971
2024 Q2	$6.75M	Buy	82,077 +4,782	+6%	+$422K	0.01%	974
2024 Q1	$6.87M	Sell	77,295 -20,073	-21%	-$1.61M	0.01%	976
2023 Q4	$7.49M	Sell	97,368 -17,455	-15%	-$1.43M	0.01%	893
2023 Q3	$9.9M	Buy	114,823 +9,332	+9%	+$792K	0.01%	723
2023 Q2	$8.83M	Buy	105,491 +13,202	+14%	+$1.05M	0.01%	766
2023 Q1	$7.02M	Buy	92,289 +22,762	+33%	+$1.87M	0.01%	833
2022 Q4	$6.56M	Buy	69,527 +1,931	+3%	+$191K	0.01%	855
2022 Q3	$6.37M	Buy	67,596 +13,315	+25%	+$1.25M	0.01%	826
2022 Q2	$4.4M	Buy	54,281 +11,145	+26%	+$1.01M	0.01%	1036
2022 Q1	$3.75M	Buy	43,136 +24,411	+130%	+$1.79M	0.01%	1212
2021 Q4	$1.21M	Buy	18,725 +12,251	+189%	+$777K	﹤0.01%	1976
2021 Q3	$399K	Buy	6,474 +976	+18%	+$54.7K	﹤0.01%	2707
2021 Q2	$285K	Buy	+5,498	New	+$274K	﹤0.01%	2932

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