Morgan Stanley
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Morgan Stanley’s Expion Energy, Inc. Common Stock XPON Stock Holding History

Morgan Stanley’s Portfolio XPON Stock Details XPON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17
Closed -$190 – 8404
2025
Q2 		$190 Buy
+17
New +$181 ﹤0.01% 7577
2025
Q1 		– Hold
0
– -$12 – 8227
2024
Q4 		– Hold
0
– – – 7905
2024
Q3 		– Hold
0
– – – 7775
2024
Q2 		– Hold
0
– – – 7230
2024
Q1 		– Sell
-4
Closed -$19.5K – 7107
2023
Q4 		$28.8K Hold
4
– – ﹤0.01% 6342
2023
Q3 		$19.7K Hold
4
– – ﹤0.01% 6495
2023
Q2 		$23.5K Hold
4
– – ﹤0.01% 6517
2023
Q1 		$20.8K Buy
4
+2
+100% +$8.79K ﹤0.01% 6616
2022
Q4 		$6.24K Buy
2
+1
+100% +$1.92K ﹤0.01% 7094
2022
Q3 		$3K Hold
1
– – ﹤0.01% 7404
2022
Q2 		$3K Buy
+1
New +$4.45K ﹤0.01% 7533

Other funds holding XPON

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley's XPON Position: Q3 2025 in Review

Morgan Stanley sold out of Expion Energy, Inc. Common Stock (XPON) in Q3 2025, closing a stake of 17 shares — an estimated $190 sold.

Morgan Stanley first reported a position in XPON in Q2 2022 and held it in 8 quarters. The position peaked at $28.8K in Q4 2023. 11 funds tracked by Wall St. Rank hold XPON as of Q3 2025.

  • Morgan Stanley reported no remaining Expion Energy, Inc. Common Stock position as of Q3 2025 after selling out during the quarter.
  • Morgan Stanley sold 17 Expion Energy, Inc. Common Stock shares in Q3 2025, an estimated $190.
  • Morgan Stanley first reported a position in Expion Energy, Inc. Common Stock in Q2 2022 and held it in 8 quarters.
  • Morgan Stanley's Expion Energy, Inc. Common Stock position peaked at $28.8K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Expion Energy, Inc. Common Stock as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.