CS
EXE

Cannell & Spears’s Expand Energy Corp EXE Stock Holding History

Cannell & Spears’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
-570,395
Closed -$66.7M – 424
2025
Q2 		$66.7M Sell
570,395
-43,443
-7% -$4.85M 1.35% 17
2025
Q1 		$68.3M Sell
613,838
-148,428
-19% -$15.4M 1.47% 11
2024
Q4 		$75.9M Buy
762,266
+73,073
+11% +$6.75M 1.56% 13
2024
Q3 		$56.7M Sell
689,193
-148,327
-18% -$11.3M 1.12% 24
2024
Q2 		$68.8M Buy
837,520
+41,981
+5% +$3.71M 1.43% 17
2024
Q1 		$70.7M Buy
+795,539
New +$63.9M 1.46% 15

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cannell & Spears's EXE Position: Q3 2025 in Review

Cannell & Spears sold out of Expand Energy Corp (EXE) in Q3 2025, closing a stake of 570,395 shares — an estimated $66.7M sold.

Cannell & Spears first reported a position in EXE in Q1 2024 and held it in 6 quarters. The position peaked at $75.9M in Q4 2024. 764 funds tracked by Wall St. Rank hold EXE as of Q3 2025.

  • Cannell & Spears reported no remaining Expand Energy Corp position as of Q3 2025 after selling out during the quarter.
  • Cannell & Spears sold 570,395 Expand Energy Corp shares in Q3 2025, an estimated $66.7M.
  • Cannell & Spears first reported a position in Expand Energy Corp in Q1 2024 and held it in 6 quarters.
  • Cannell & Spears's Expand Energy Corp position peaked at $75.9M in Q4 2024.
  • 764 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2025.

Based on Cannell & Spears's 13F filing for Q3 2025, filed 14 Nov 2025.