SSG
EXE

Summit Securities Group’s Expand Energy Corp EXE Stock Holding History

Summit Securities Group’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 		$4.28K Sell
39
-315
-89% -$33.6K ﹤0.01% 830
2025
Q4 		$39.1K Sell
354
-56
-14% -$6.21K 0.01% 665
2025
Q3 		$43.6K Buy
410
+265
+183% +$26.6K 0.01% 600
2025
Q2 		$17K Buy
+145
New +$16.2K 0.01% 760
2023
Q4 		– Sell
-1
Closed – – 1017
2023
Q3 		$0 Sell
1
-60,599
-100% -$5.14M ﹤0.01% 1115
2023
Q2 		$5.07M Buy
60,600
+59,700
+6,633% +$4.76M 2.12% 25
2023
Q1 		$68K Sell
900
-5,600
-86% -$461K 0.02% 364
2022
Q4 		$613K Buy
6,500
+2,600
+67% +$258K 0.12% 208
2022
Q3 		$367K Buy
3,900
+3,200
+457% +$301K 0.07% 301
2022
Q2 		$57K Sell
700
-8,800
-93% -$795K 0.02% 523
2022
Q1 		$827K Buy
+9,500
New +$697K 0.25% 161

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