AFCM
EXE

Applied Finance Capital Management’s Expand Energy Corp EXE Stock Holding History

Applied Finance Capital Management’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
Q2 		– Sell
-4,342
Closed -$483K – 370
2025
Q1 		$483K Sell
4,342
-1,017
-19% -$106K 0.04% 196
2024
Q4 		$533K Buy
5,359
+2,252
+72% +$208K 0.02% 195
2024
Q3 		$256K Sell
3,107
-459
-13% -$35K 0.01% 269
2024
Q2 		$293K Buy
+3,566
New +$315K 0.01% 256

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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

Applied Finance Capital Management's EXE Position: Q2 2025 in Review

Applied Finance Capital Management sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 4,342 shares — an estimated $483K sold.

Applied Finance Capital Management first reported a position in EXE in Q2 2024 and held it in 4 quarters. The position peaked at $533K in Q4 2024. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Applied Finance Capital Management reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 4,342 Expand Energy Corp shares in Q2 2025, an estimated $483K.
  • Applied Finance Capital Management first reported a position in Expand Energy Corp in Q2 2024 and held it in 4 quarters.
  • Applied Finance Capital Management's Expand Energy Corp position peaked at $533K in Q4 2024.
  • 810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Applied Finance Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.