MLL
EXE

Moody Lynn & Lieberson’s Expand Energy Corp EXE Stock Holding History

Moody Lynn & Lieberson’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
Q2 		– Sell
-1,925
Closed -$214K – 270
2025
Q1 		$214K Sell
1,925
-200
-9% -$20.8K 0.01% 231
2024
Q4 		$212K Buy
+2,125
New +$196K 0.01% 235

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Moody Lynn & Lieberson's EXE Position: Q2 2025 in Review

Moody Lynn & Lieberson sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 1,925 shares — an estimated $214K sold.

Moody Lynn & Lieberson first reported a position in EXE in Q4 2024 and held it in 2 quarters. The position peaked at $214K in Q1 2025. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Moody Lynn & Lieberson reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 1,925 Expand Energy Corp shares in Q2 2025, an estimated $214K.
  • Moody Lynn & Lieberson first reported a position in Expand Energy Corp in Q4 2024 and held it in 2 quarters.
  • Moody Lynn & Lieberson's Expand Energy Corp position peaked at $214K in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2025, filed 17 Jul 2025.