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
2026 Q3	$1.18M	Buy	+14,000	New	+$1.29M	0.29%	56
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aft Forsyth & Sober's EXE Position: Q3 2026 in Review

Aft Forsyth & Sober opened a new position in Expand Energy Corp (EXE) in Q3 2026: 14,000 shares worth $1.18M. The stake represents 0.29% of the portfolio and ranks #56 among its holdings. This is a return to the name: Aft Forsyth & Sober previously reported a position in EXE as recently as Q4 2024.

Aft Forsyth & Sober first reported a position in EXE in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.42M in Q4 2022. 667 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Aft Forsyth & Sober held 14,000 shares of Expand Energy Corp worth $1.18M as of Q3 2026.
Expand Energy Corp was a new Aft Forsyth & Sober position in Q3 2026.
Expand Energy Corp made up 0.29% of Aft Forsyth & Sober's portfolio in Q3 2026, its #56 holding.
Aft Forsyth & Sober first reported a position in Expand Energy Corp in Q4 2021 and has held it in 12 quarters since.
Aft Forsyth & Sober's Expand Energy Corp position peaked at $1.42M in Q4 2022.
667 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Aft Forsyth & Sober's 13F filing for Q3 2026, filed 12 Nov 2026.