TLA
EXE

Tanglewood Legacy Advisors’s Expand Energy Corp EXE Stock Holding History

Tanglewood Legacy Advisors’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 		$8.12K Hold
74
– – ﹤0.01% 230
2025
Q4 		$8.17K Hold
74
– – ﹤0.01% 229
2025
Q3 		$7.86K Hold
74
– – ﹤0.01% 240
2025
Q2 		$8.65K Hold
74
– – ﹤0.01% 245
2025
Q1 		$8.24K Hold
74
– – ﹤0.01% 252
2024
Q4 		$7.37K Hold
74
– – ﹤0.01% 261
2024
Q3 		$6.09K Hold
74
– – ﹤0.01% 253
2024
Q2 		$6.08K Hold
74
– – ﹤0.01% 254
2024
Q1 		$6.57K Hold
74
– – ﹤0.01% 260
2023
Q4 		$5.69K Hold
74
– – ﹤0.01% 257
2023
Q3 		$6.38K Hold
74
– – ﹤0.01% 262
2023
Q2 		$6.19K Hold
74
– – ﹤0.01% 260
2023
Q1 		$5.63K Hold
74
– – ﹤0.01% 256
2022
Q4 		$6.98K Buy
+74
New +$7.33K 0.01% 217

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