OGC
EXE

Oak Grove Capital’s Expand Energy Corp EXE Stock Holding History

Oak Grove Capital’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
-4,038
Closed -$450K – 83
2025
Q1 		$450K Sell
4,038
-1,705
-30% -$177K 0.09% 59
2024
Q4 		$572K Buy
+5,743
New +$530K 0.09% 53

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

Oak Grove Capital's EXE Position: Q2 2025 in Review

Oak Grove Capital sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 4,038 shares — an estimated $450K sold.

Oak Grove Capital first reported a position in EXE in Q4 2024 and held it in 2 quarters. The position peaked at $572K in Q4 2024. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Oak Grove Capital reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • Oak Grove Capital sold 4,038 Expand Energy Corp shares in Q2 2025, an estimated $450K.
  • Oak Grove Capital first reported a position in Expand Energy Corp in Q4 2024 and held it in 2 quarters.
  • Oak Grove Capital's Expand Energy Corp position peaked at $572K in Q4 2024.
  • 810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Oak Grove Capital's 13F filing for Q2 2025, filed 1 Aug 2025.