MAP
EXE

Moody Aldrich Partners’s Expand Energy Corp EXE Stock Holding History

Moody Aldrich Partners’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
-1,781
Closed -$208K – 209
2025
Q2 		$208K Sell
1,781
-28
-2% -$3.12K 0.04% 174
2025
Q1 		$201K Sell
1,809
-705
-28% -$73.3K 0.04% 168
2024
Q4 		$250K Buy
+2,514
New +$232K 0.05% 179
2023
Q1 		– Sell
-3,531
Closed -$333K – 179
2022
Q4 		$333K Sell
3,531
-2,520
-42% -$250K 0.07% 137
2022
Q3 		$570K Sell
6,051
-61
-1% -$5.73K 0.12% 118
2022
Q2 		$496K Sell
6,112
-198,930
-97% -$18M 0.1% 109
2022
Q1 		$17.8M Buy
205,042
+24,558
+14% +$1.8M 2.51% 5
2021
Q4 		$11.6M Buy
180,484
+58,830
+48% +$3.73M 1.62% 10
2021
Q3 		$7.49M Buy
+121,654
New +$6.82M 0.95% 47

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 $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Moody Aldrich Partners's EXE Position: Q3 2025 in Review

Moody Aldrich Partners sold out of Expand Energy Corp (EXE) in Q3 2025, closing a stake of 1,781 shares — an estimated $208K sold.

Moody Aldrich Partners first reported a position in EXE in Q3 2021 and held it in 9 quarters. The position peaked at $17.8M in Q1 2022. 763 funds tracked by Wall St. Rank hold EXE as of Q3 2025.

  • Moody Aldrich Partners reported no remaining Expand Energy Corp position as of Q3 2025 after selling out during the quarter.
  • Moody Aldrich Partners sold 1,781 Expand Energy Corp shares in Q3 2025, an estimated $208K.
  • Moody Aldrich Partners first reported a position in Expand Energy Corp in Q3 2021 and held it in 9 quarters.
  • Moody Aldrich Partners's Expand Energy Corp position peaked at $17.8M in Q1 2022.
  • 763 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2025.

Based on Moody Aldrich Partners's 13F filing for Q3 2025, filed 21 Oct 2025.