Algert Global’s Expand Energy Corp EXE Stock Holding History

Algert Global’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 Q3	–	Sell	-3,413	Closed	-$399K	–	1379
2025 Q2	$399K	Buy	+3,413	New	+$381K	0.01%	980

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

OCM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Algert Global's EXE Position: Q3 2025 in Review

Algert Global sold out of Expand Energy Corp (EXE) in Q3 2025, closing a stake of 3,413 shares — an estimated $399K sold.

Algert Global first reported a position in EXE in Q2 2025 and held it in 1 quarter. The position peaked at $399K in Q2 2025. 762 funds tracked by Wall St. Rank hold EXE as of Q3 2025.

Algert Global reported no remaining Expand Energy Corp position as of Q3 2025 after selling out during the quarter.
Algert Global sold 3,413 Expand Energy Corp shares in Q3 2025, an estimated $399K.
Algert Global first reported a position in Expand Energy Corp in Q2 2025 and held it in 1 quarter.
Algert Global's Expand Energy Corp position peaked at $399K in Q2 2025.
762 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.