TFM
EXE

TFC Financial Management’s Expand Energy Corp EXE Stock Holding History

TFC Financial 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 		$1.21K Sell
11
-9
-45% -$961 ﹤0.01% 594
2025
Q4 		$2.21K Hold
20
– – ﹤0.01% 525
2025
Q3 		$2.13K Buy
20
+15
+300% +$1.5K ﹤0.01% 550
2025
Q2 		$585 Hold
5
– – ﹤0.01% 652
2025
Q1 		$557 Sell
5
-78
-94% -$8.12K ﹤0.01% 626
2024
Q4 		$8.26K Buy
83
+82
+8,200% +$7.57K ﹤0.01% 369
2024
Q3 		$83 Buy
+1
New +$76 ﹤0.01% 879
2023
Q4 		– Sell
-4
Closed -$345 – 740
2023
Q3 		$345 Hold
4
– – ﹤0.01% 652
2023
Q2 		$335 Buy
+4
New +$319 ﹤0.01% 633

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