LC
EXE

Lindbrook Capital’s Expand Energy Corp EXE Stock Holding History

Lindbrook 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
Q1 		$53K Sell
476
-448
-48% -$46.6K ﹤0.01% 978
2024
Q4 		$92K Buy
924
+610
+194% +$56.3K 0.01% 579
2024
Q3 		$25.8K Sell
314
-54
-15% -$4.12K ﹤0.01% 1152
2024
Q2 		$30.2K Sell
368
-6
-2% -$530 ﹤0.01% 1016
2024
Q1 		$33.2K Buy
374
+178
+91% +$14.3K ﹤0.01% 959
2023
Q4 		$15.1K Buy
196
+67
+52% +$5.5K ﹤0.01% 1337
2023
Q3 		$11.1K Hold
129
– – ﹤0.01% 1356
2023
Q2 		$10.8K Buy
129
+99
+330% +$7.9K ﹤0.01% 1413
2023
Q1 		$2.28K Sell
30
-4
-12% -$329 ﹤0.01% 2191
2022
Q4 		$3.21K Hold
34
– – ﹤0.01% 2021
2022
Q3 		$3K Buy
+34
New +$3.19K ﹤0.01% 1952

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 $3.37T AUM 44.26% 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

Lindbrook Capital's EXE Position: Q1 2025 in Review

Lindbrook Capital reduced its Expand Energy Corp (EXE) stake by 48% in Q1 2025, selling an estimated $46.6K and leaving 476 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Lindbrook Capital first reported a position in EXE in Q3 2022 and has held it in 11 quarters since. The position peaked at $92K in Q4 2024. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

  • Lindbrook Capital held 476 shares of Expand Energy Corp worth $53K as of Q1 2025.
  • Lindbrook Capital sold 448 Expand Energy Corp shares in Q1 2025, an estimated $46.6K.
  • Expand Energy Corp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #978 holding.
  • Lindbrook Capital first reported a position in Expand Energy Corp in Q3 2022 and has held it in 11 quarters since.
  • Lindbrook Capital's Expand Energy Corp position peaked at $92K in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.