MA
EXE

Menlo Advisors’s Expand Energy Corp EXE Stock Holding History

Menlo 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
-37,101
Closed -$3.69M – 30
2024
Q4 		$3.69M Buy
+37,101
New +$3.42M 1.88% 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
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 $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Menlo Advisors's EXE Position: Q1 2025 in Review

Menlo Advisors sold out of Expand Energy Corp (EXE) in Q1 2025, closing a stake of 37,101 shares — an estimated $3.69M sold.

Menlo Advisors first reported a position in EXE in Q4 2024 and held it in 1 quarter. The position peaked at $3.69M in Q4 2024. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

  • Menlo Advisors reported no remaining Expand Energy Corp position as of Q1 2025 after selling out during the quarter.
  • Menlo Advisors sold 37,101 Expand Energy Corp shares in Q1 2025, an estimated $3.69M.
  • Menlo Advisors first reported a position in Expand Energy Corp in Q4 2024 and held it in 1 quarter.
  • Menlo Advisors's Expand Energy Corp position peaked at $3.69M in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on Menlo Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.