WAM
EXE

Weiss Asset Management’s Expand Energy Corp EXE Stock Holding History

Weiss 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 		– Sell
-45,802
Closed -$5.05M – 836
2025
Q4 		$5.05M Buy
+45,802
New +$5.08M 0.07% 199
2025
Q3 		– Sell
-287,752
Closed -$33.6M – 822
2025
Q2 		$33.6M Buy
+287,752
New +$32.1M 0.53% 45
2024
Q4 		– Sell
-16,647
Closed -$1.37M – 933
2024
Q3 		$1.37M Buy
+16,647
New +$1.27M 0.03% 388
2022
Q4 		– Sell
-790,896
Closed -$74.5M – 680
2022
Q3 		$74.5M Buy
+790,896
New +$74.3M 1.95% 5

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