SMDAM
EXE

Sumitomo Mitsui DS Asset Management’s Expand Energy Corp EXE Stock Holding History

Sumitomo Mitsui DS Asset Management’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 		$3.46M Buy
31,560
+693
+2% +$74K 0.03% 402
2025
Q4 		$3.41M Buy
30,867
+2,474
+9% +$274K 0.03% 401
2025
Q3 		$3.02M Buy
28,393
+1,300
+5% +$130K 0.02% 419
2025
Q2 		$3.17M Buy
27,093
+4,579
+20% +$511K 0.03% 399
2025
Q1 		$2.51M Buy
22,514
+4,606
+26% +$479K 0.03% 436
2024
Q4 		$1.78M Buy
17,908
+9,691
+118% +$895K 0.02% 514
2024
Q3 		$676K Sell
8,217
-154
-2% -$11.8K 0.01% 676
2024
Q2 		$688K Sell
8,371
-20
-0.2% -$1.77K 0.01% 658
2024
Q1 		$745K Hold
8,391
– – 0.01% 639
2023
Q4 		$646K Buy
8,391
+36
+0.4% +$2.96K 0.01% 680
2023
Q3 		$720K Buy
8,355
+52
+0.6% +$4.41K 0.01% 626
2023
Q2 		$695K Buy
8,303
+27
+0.3% +$2.15K 0.01% 635
2023
Q1 		$629K Buy
8,276
+248
+3% +$20.4K 0.01% 633
2022
Q4 		$758K Buy
+8,028
New +$795K 0.02% 574

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