LHCM
EXE

Lloyd Harbor Capital Management’s Expand Energy Corp EXE Stock Holding History

Lloyd Harbor Capital 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
Q3 		– Sell
-26,000
Closed -$3.04M – 25
2025
Q2 		$3.04M Sell
26,000
-33,000
-56% -$3.68M 1.99% 15
2025
Q1 		$6.57M Buy
+59,000
New +$6.14M 4.81% 8
2024
Q4 		– Sell
-56,000
Closed -$4.61M – 31
2024
Q3 		$4.61M Buy
+56,000
New +$4.28M 1.91% 18

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lloyd Harbor Capital Management's EXE Position: Q3 2025 in Review

Lloyd Harbor Capital Management sold out of Expand Energy Corp (EXE) in Q3 2025, closing a stake of 26,000 shares — an estimated $3.04M sold.

Lloyd Harbor Capital Management first reported a position in EXE in Q3 2024 and held it in 3 quarters. The position peaked at $6.57M in Q1 2025. 764 funds tracked by Wall St. Rank hold EXE as of Q3 2025.

  • Lloyd Harbor Capital Management reported no remaining Expand Energy Corp position as of Q3 2025 after selling out during the quarter.
  • Lloyd Harbor Capital Management sold 26,000 Expand Energy Corp shares in Q3 2025, an estimated $3.04M.
  • Lloyd Harbor Capital Management first reported a position in Expand Energy Corp in Q3 2024 and held it in 3 quarters.
  • Lloyd Harbor Capital Management's Expand Energy Corp position peaked at $6.57M in Q1 2025.
  • 764 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2025.

Based on Lloyd Harbor Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.