Atlas Capital Advisors’s Expand Energy Corp EXE Stock Holding History

Atlas Capital Advisors’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	$6.78K	Hold	58	–	–	﹤0.01%	798
2025 Q1	$6.46K	Hold	58	–	–	﹤0.01%	833
2024 Q4	$5.82K	Buy	+58	New	+$5.35K	﹤0.01%	819
2023 Q2	–	Sell	-41	Closed	-$3.12K	–	936
2023 Q1	$3.12K	Sell	41 -1,040	-96%	-$85.6K	﹤0.01%	815
2022 Q4	$102K	Sell	1,081 -1,139	-51%	-$113K	0.02%	445
2022 Q3	$209K	Buy	+2,220	New	+$209K	0.04%	334

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Atlas Capital Advisors's EXE Position: Q2 2025 in Review

Atlas Capital Advisors held its Expand Energy Corp (EXE) position steady in Q2 2025 at 58 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Atlas Capital Advisors first reported a position in EXE in Q3 2022 and has held it in 6 quarters since. The position peaked at $209K in Q3 2022. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

Atlas Capital Advisors held 58 shares of Expand Energy Corp worth $6.78K as of Q2 2025.
Atlas Capital Advisors left its Expand Energy Corp share count unchanged in Q2 2025.
Expand Energy Corp made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #798 holding.
Atlas Capital Advisors first reported a position in Expand Energy Corp in Q3 2022 and has held it in 6 quarters since.
Atlas Capital Advisors's Expand Energy Corp position peaked at $209K in Q3 2022.
810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.