LSA
EXE

L & S Advisors’s Expand Energy Corp EXE Stock Holding History

L & S 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 		– Sell
-67,369
Closed -$7.5M – 371
2025
Q1 		$7.5M Buy
67,369
+5,000
+8% +$520K 0.93% 24
2024
Q4 		$6.21M Buy
+62,369
New +$5.76M 0.68% 47
2023
Q4 		– Sell
-58,317
Closed -$5.03M – 366
2023
Q3 		$5.03M Buy
+58,317
New +$4.95M 0.72% 47

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

L & S Advisors's EXE Position: Q2 2025 in Review

L & S Advisors sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 67,369 shares — an estimated $7.5M sold.

L & S Advisors first reported a position in EXE in Q3 2023 and held it in 3 quarters. The position peaked at $7.5M in Q1 2025. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • L & S Advisors reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • L & S Advisors sold 67,369 Expand Energy Corp shares in Q2 2025, an estimated $7.5M.
  • L & S Advisors first reported a position in Expand Energy Corp in Q3 2023 and held it in 3 quarters.
  • L & S Advisors's Expand Energy Corp position peaked at $7.5M in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on L & S Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.