FORA Capital’s Expand Energy Corp EXE Stock Holding History

FORA Capital’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	-28,674	Closed	-$3.19M	–	743
2025 Q1	$3.19M	Buy	28,674 +3,402	+13%	+$354K	0.32%	102
2024 Q4	$2.52M	Buy	+25,272	New	+$2.33M	0.29%	107
2023 Q4	–	Sell	-9,299	Closed	-$802K	–	670
2023 Q3	$802K	Buy	9,299 +4,966	+115%	+$421K	0.07%	270
2023 Q2	$363K	Sell	4,333 -20,141	-82%	-$1.61M	0.05%	265
2023 Q1	$1.86M	Buy	+24,474	New	+$2.01M	0.19%	155
2022 Q2	–	Sell	-2,399	Closed	-$211K	–	722
2022 Q1	$211K	Buy	+2,399	New	+$176K	0.04%	477

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

FORA Capital's EXE Position: Q2 2025 in Review

FORA Capital sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 28,674 shares — an estimated $3.19M sold.

FORA Capital first reported a position in EXE in Q1 2022 and held it in 6 quarters. The position peaked at $3.19M in Q1 2025. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

FORA Capital reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 28,674 Expand Energy Corp shares in Q2 2025, an estimated $3.19M.
FORA Capital first reported a position in Expand Energy Corp in Q1 2022 and held it in 6 quarters.
FORA Capital's Expand Energy Corp position peaked at $3.19M in Q1 2025.
810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.