Vident Advisory’s Expand Energy Corp EXE Stock Holding History

Vident Advisory’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	$1.68M	Buy	15,303 +313	+2%	+$33.4K	0.01%	677
2025 Q4	$1.65M	Buy	14,990 +602	+4%	+$66.8K	0.02%	633
2025 Q3	$1.53M	Buy	14,388 +457	+3%	+$45.9K	0.01%	656
2025 Q2	$1.63M	Sell	13,931 -10,449	-43%	-$1.17M	0.02%	575
2025 Q1	$2.71M	Buy	24,380 +9,304	+62%	+$968K	0.04%	378
2024 Q4	$1.5M	Sell	15,076 -6,216	-29%	-$574K	0.03%	498
2024 Q3	$1.75M	Buy	21,292 +658	+3%	+$50.2K	0.04%	434
2024 Q2	$1.7M	Sell	20,634 -155,387	-88%	-$13.7M	0.05%	424
2024 Q1	$15.6M	Buy	176,021 +47,626	+37%	+$3.82M	0.33%	90
2023 Q4	$9.88M	Buy	128,395 +8,362	+7%	+$687K	0.25%	136
2023 Q3	$10.4M	Buy	+120,033	New	+$10.2M	0.32%	82

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