HKAM
EXE

Horizon Kinetics Asset Management’s Expand Energy Corp EXE Stock Holding History

Horizon Kinetics Asset 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
-2,203
Closed -$245K – 363
2025
Q1 		$245K Hold
2,203
– – ﹤0.01% 291
2024
Q4 		$219K Buy
+2,203
New +$203K ﹤0.01% 303
2024
Q3 		– Sell
-14,853
Closed -$1.22M – 354
2024
Q2 		$1.22M Buy
+14,853
New +$1.31M 0.02% 137

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Horizon Kinetics Asset Management's EXE Position: Q2 2025 in Review

Horizon Kinetics Asset Management sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 2,203 shares — an estimated $245K sold.

Horizon Kinetics Asset Management first reported a position in EXE in Q2 2024 and held it in 3 quarters. The position peaked at $1.22M in Q2 2024. 811 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Horizon Kinetics Asset Management reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • Horizon Kinetics Asset Management sold 2,203 Expand Energy Corp shares in Q2 2025, an estimated $245K.
  • Horizon Kinetics Asset Management first reported a position in Expand Energy Corp in Q2 2024 and held it in 3 quarters.
  • Horizon Kinetics Asset Management's Expand Energy Corp position peaked at $1.22M in Q2 2024.
  • 811 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.