Shell Asset Management’s Expand Energy Corp EXE Stock Holding History

Shell Asset Management’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	$228K	Sell	2,146 -1,305	-38%	-$131K	0.02%	451
2025 Q2	$404K	Buy	3,451 +119	+4%	+$13.3K	0.01%	547
2025 Q1	$371K	Sell	3,332 -2,873	-46%	-$299K	0.02%	559
2024 Q4	$618K	Buy	+6,205	New	+$573K	0.03%	425
2024 Q1	$350K	Buy	4,261 +2,491	+141%	+$200K	0.02%	609
2023 Q4	$136K	Sell	1,770 -1,243	-41%	-$102K	0.01%	980
2023 Q3	$260K	Sell	3,013 -47	-2%	-$3.99K	0.01%	805
2023 Q2	$256K	Sell	3,060 -3,224	-51%	-$257K	0.01%	833
2023 Q1	$478K	Sell	6,284 -22	-0.3%	-$1.81K	0.02%	580
2022 Q4	$595K	Sell	6,306 -1,348	-18%	-$134K	0.03%	473
2022 Q3	$721K	Sell	7,654 -2,005	-21%	-$188K	0.03%	436
2022 Q2	$783K	Buy	9,659 +17	+0.2%	+$1.54K	0.02%	503
2022 Q1	$839K	Sell	9,642 -1,427	-13%	-$105K	0.02%	544
2021 Q4	$714K	Buy	11,069 +1,920	+21%	+$122K	0.01%	738
2021 Q3	$563K	Buy	9,149 +3,284	+56%	+$184K	0.01%	812
2021 Q2	$305K	Buy	+5,865	New	+$293K	0.01%	1114

Other funds holding EXE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Shell Asset Management's EXE Position: Q3 2025 in Review

Shell Asset Management reduced its Expand Energy Corp (EXE) stake by 38% in Q3 2025, selling an estimated $131K and leaving 2,146 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #451.

Shell Asset Management first reported a position in EXE in Q2 2021 and has held it in 16 quarters since. The position peaked at $839K in Q1 2022. 763 funds tracked by Wall St. Rank hold EXE as of Q3 2025.

Shell Asset Management held 2,146 shares of Expand Energy Corp worth $228K as of Q3 2025.
Shell Asset Management sold 1,305 Expand Energy Corp shares in Q3 2025, an estimated $131K.
Expand Energy Corp made up 0.02% of Shell Asset Management's portfolio in Q3 2025, its #451 holding.
Shell Asset Management first reported a position in Expand Energy Corp in Q2 2021 and has held it in 16 quarters since.
Shell Asset Management's Expand Energy Corp position peaked at $839K in Q1 2022.
763 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.