SCM
EXE

Shelton Capital Management’s Expand Energy Corp EXE Stock Holding History

Shelton Capital 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
Q1 		– Sell
-7,793
Closed -$776K – 762
2024
Q4 		$776K Buy
7,793
+3,389
+77% +$313K 0.02% 291
2024
Q3 		$362K Sell
4,404
-238
-5% -$18.2K 0.01% 422
2024
Q2 		$382K Sell
4,642
-263
-5% -$23.2K 0.01% 398
2024
Q1 		$436K Hold
4,905
– – 0.01% 389
2023
Q4 		$377K Sell
4,905
-64
-1% -$5.25K 0.01% 406
2023
Q3 		$428K Buy
+4,969
New +$422K 0.02% 342

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Shelton Capital Management's EXE Position: Q1 2025 in Review

Shelton Capital Management sold out of Expand Energy Corp (EXE) in Q1 2025, closing a stake of 7,793 shares — an estimated $776K sold.

Shelton Capital Management first reported a position in EXE in Q3 2023 and held it in 6 quarters. The position peaked at $776K in Q4 2024. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

  • Shelton Capital Management reported no remaining Expand Energy Corp position as of Q1 2025 after selling out during the quarter.
  • Shelton Capital Management sold 7,793 Expand Energy Corp shares in Q1 2025, an estimated $776K.
  • Shelton Capital Management first reported a position in Expand Energy Corp in Q3 2023 and held it in 6 quarters.
  • Shelton Capital Management's Expand Energy Corp position peaked at $776K in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on Shelton Capital Management's 13F filing for Q1 2025, filed 15 May 2025.