Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
EXE holding history
Expand Energy Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EXE overviewAll 13F holders of EXEFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −5,028−100.0% | Sold out | Holders |
| Q4 2025 | 5,028 | $554.9K | <0.1% | −15,000−74.9% | Reduced | Holders |
| Q3 2025 | 20,028 | $2.13M | <0.1% | +20,028 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −5,035−100.0% | Sold out | Holders |
| Q1 2025 | 5,035 | $560.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 5,035 | $501.2K | <0.1% | +5,035 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −10,000−100.0% | Sold out | Holders |
| Q1 2024 | 10,000 | $888.3K | <0.1% | −42−0.4% | Reduced | Holders |
| Q4 2023 | 10,042 | $772.6K | <0.1% | +42+0.4% | Added | Holders |
| Q3 2023 | 10,000 | $862.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 10,000 | $836.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 10,000 | $760.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 10,000 | $943.7K | <0.1% | +10,000 | New | Holders |