Aft Forsyth & Sober’s Expand Energy Corp EXE Stock Holding History

Aft Forsyth & Sober’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
2025 Q1	–	Sell	-14,000	Closed	-$1.39M	–	81
2024 Q4	$1.39M	Hold	14,000	–	–	0.45%	58
2024 Q3	$1.15M	Hold	14,000	–	–	0.38%	69
2024 Q2	$1.15M	Buy	+14,000	New	+$1.24M	0.39%	69
2024 Q1	–	Sell	-15,000	Closed	-$1.15M	–	85
2023 Q4	$1.15M	Hold	15,000	–	–	0.44%	70
2023 Q3	$1.29M	Buy	+15,000	New	+$1.27M	0.55%	52
2023 Q2	–	Sell	-14,000	Closed	-$1.06M	–	84
2023 Q1	$1.06M	Sell	14,000 -1,000	-7%	-$82.3K	0.54%	65
2022 Q4	$1.42M	Hold	15,000	–	–	0.64%	48
2022 Q3	$1.41M	Buy	15,000 +13,500	+900%	+$1.27M	0.69%	38
2022 Q2	$1.22M	Sell	1,500 -13,500	-90%	-$1.22M	0.57%	55
2022 Q1	$1.3M	Buy	15,000 +1,000	+7%	+$73.4K	0.51%	62
2021 Q4	$903K	Buy	+14,000	New	+$888K	0.32%	80

Other funds holding EXE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Aft Forsyth & Sober's EXE Position: Q1 2025 in Review

Aft Forsyth & Sober sold out of Expand Energy Corp (EXE) in Q1 2025, closing a stake of 14,000 shares — an estimated $1.39M sold.

Aft Forsyth & Sober first reported a position in EXE in Q4 2021 and held it in 11 quarters. The position peaked at $1.42M in Q4 2022. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

Aft Forsyth & Sober reported no remaining Expand Energy Corp position as of Q1 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 14,000 Expand Energy Corp shares in Q1 2025, an estimated $1.39M.
Aft Forsyth & Sober first reported a position in Expand Energy Corp in Q4 2021 and held it in 11 quarters.
Aft Forsyth & Sober's Expand Energy Corp position peaked at $1.42M in Q4 2022.
736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on Aft Forsyth & Sober's 13F filing for Q1 2025, filed 12 May 2025.