LDB
EXE

Lee, Danner & Bass’s Expand Energy Corp EXE Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-215
Closed -$21.4K – 739
2024
Q4 		$21.4K Buy
+215
New +$19.8K ﹤0.01% 450

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Lee, Danner & Bass's EXE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Expand Energy Corp (EXE) in Q1 2025, closing a stake of 215 shares — an estimated $21.4K sold.

Lee, Danner & Bass first reported a position in EXE in Q4 2024 and held it in 1 quarter. The position peaked at $21.4K in Q4 2024. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Expand Energy Corp position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 215 Expand Energy Corp shares in Q1 2025, an estimated $21.4K.
  • Lee, Danner & Bass first reported a position in Expand Energy Corp in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Expand Energy Corp position peaked at $21.4K in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.