BTD
EXE

BankPlus Trust Department’s Expand Energy Corp EXE Stock Holding History

BankPlus Trust Department’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
-286
Closed -$31.8K – 488
2025
Q1 		$31.8K Buy
+286
New +$29.8K 0.01% 267

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

BankPlus Trust Department's EXE Position: Q2 2025 in Review

BankPlus Trust Department sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 286 shares — an estimated $31.8K sold.

BankPlus Trust Department first reported a position in EXE in Q1 2025 and held it in 1 quarter. The position peaked at $31.8K in Q1 2025. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • BankPlus Trust Department reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • BankPlus Trust Department sold 286 Expand Energy Corp shares in Q2 2025, an estimated $31.8K.
  • BankPlus Trust Department first reported a position in Expand Energy Corp in Q1 2025 and held it in 1 quarter.
  • BankPlus Trust Department's Expand Energy Corp position peaked at $31.8K in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on BankPlus Trust Department's 13F filing for Q2 2025, filed 23 Jul 2025.