LFA
EXE

LGT Financial Advisors’s Expand Energy Corp EXE Stock Holding History

LGT Financial 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
Q1 		– Sell
-80
Closed -$7.96K – 747
2024
Q4 		$7.96K Buy
+80
New +$7.38K 0.02% 473

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

LGT Financial Advisors's EXE Position: Q1 2025 in Review

LGT Financial Advisors sold out of Expand Energy Corp (EXE) in Q1 2025, closing a stake of 80 shares — an estimated $7.96K sold.

LGT Financial Advisors first reported a position in EXE in Q4 2024 and held it in 1 quarter. The position peaked at $7.96K in Q4 2024. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

  • LGT Financial Advisors reported no remaining Expand Energy Corp position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 80 Expand Energy Corp shares in Q1 2025, an estimated $7.96K.
  • LGT Financial Advisors first reported a position in Expand Energy Corp in Q4 2024 and held it in 1 quarter.
  • LGT Financial Advisors's Expand Energy Corp position peaked at $7.96K in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.