SM
EXE

Samantha McLemore’s Expand Energy Corp EXE Stock Holding History

Samantha McLemore’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
-236,911
Closed -$23.6M – 46
2024
Q4 		$23.6M Buy
236,911
+227
+0.1% +$21K 1.09% 31
2024
Q3 		$19.5M Sell
236,684
-6,553
-3% -$500K 0.96% 33
2024
Q2 		$20M Sell
243,237
-30,148
-11% -$2.66M 1.06% 32
2024
Q1 		$24.3M Sell
273,385
-326
-0.1% -$26.2K 1.18% 35
2023
Q4 		$21.1M Sell
273,711
-45,034
-14% -$3.7M 1.12% 33
2023
Q3 		$27.5M Sell
318,745
-182,090
-36% -$15.5M 1.61% 29
2023
Q2 		$41.9M Buy
500,835
+436,335
+676% +$34.8M 2.33% 24
2023
Q1 		$4.9M Buy
64,500
+26,500
+70% +$2.18M 2.18% 23
2022
Q4 		$3.59M Buy
38,000
+16,000
+73% +$1.59M 1.74% 26
2022
Q3 		$2.07M Buy
+22,000
New +$2.07M 1.03% 36

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

Samantha McLemore's EXE Position: Q1 2025 in Review

Samantha McLemore sold out of Expand Energy Corp (EXE) in Q1 2025, closing a stake of 236,911 shares — an estimated $23.6M sold.

Samantha McLemore first reported a position in EXE in Q3 2022 and held it in 10 quarters. The position peaked at $41.9M in Q2 2023. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

  • Samantha McLemore reported no remaining Expand Energy Corp position as of Q1 2025 after selling out during the quarter.
  • Samantha McLemore sold 236,911 Expand Energy Corp shares in Q1 2025, an estimated $23.6M.
  • Samantha McLemore first reported a position in Expand Energy Corp in Q3 2022 and held it in 10 quarters.
  • Samantha McLemore's Expand Energy Corp position peaked at $41.9M in Q2 2023.
  • 736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on Patient Capital Management's 13F filing for Q1 2025, filed 14 May 2025.