ZIM
EXE

Zacks Investment Management’s Expand Energy Corp EXE Stock Holding History

Zacks Investment 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 		$3.27M Buy
29,823
+1,343
+5% +$143K 0.03% 284
2025
Q4 		$3.14M Sell
28,480
-309
-1% -$34.3K 0.02% 292
2025
Q3 		$3.06M Sell
28,789
-445
-2% -$44.7K 0.02% 280
2025
Q2 		$3.42M Buy
+29,234
New +$3.26M 0.03% 269
2023
Q1 		– Sell
-24,464
Closed -$2.31M – 710
2022
Q4 		$2.31M Sell
24,464
-1,986
-8% -$197K 0.03% 268
2022
Q3 		$2.49M Sell
26,450
-574
-2% -$53.9K 0.04% 239
2022
Q2 		$2.19M Sell
27,024
-6,758
-20% -$611K 0.03% 252
2022
Q1 		$2.94M Sell
33,782
-4,205
-11% -$309K 0.04% 243
2021
Q4 		$2.45M Buy
+37,987
New +$2.41M 0.03% 271

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