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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

EXE holding history

Expand Energy Corp in every 13F filed by Boston Private Wealth 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 (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2022
Holdings of EXE by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−4,838−100.0%Sold outHolders
Q1 20234,838$367.9K<0.1%+78+1.6%AddedHolders
Q4 20224,760$449.2K<0.1%+708+17.5%AddedHolders
Q3 20224,052$382.0K<0.1%+915+29.2%AddedHolders
Q2 20223,137$254.0K<0.1%+261+9.1%AddedHolders
Q1 20222,876$250.0K<0.1%+2,876NewHolders