SHIM
EXEEL

Stone House Investment Management’s Expand Energy Corp Class C Warrants EXEEL Stock Holding History

Stone House Investment Management’s Portfolio EXEEL Stock Details EXEEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-696
Closed -$67.3K – 949
2025
Q3 		$67.3K Hold
696
– – 0.01% 133
2025
Q2 		$75.1K Hold
696
– – 0.01% 124
2025
Q1 		$70K Buy
+696
New +$63.8K 0.01% 121
2024
Q4 		– Sell
-1,580
Closed -$103K – 376
2024
Q3 		$103K Hold
1,580
– – 0.02% 79
2024
Q2 		$103K Buy
1,580
+976
+162% +$71.6K 0.03% 77
2024
Q1 		$44.3K Buy
+604
New +$38.9K 0.01% 138

Other funds holding EXEEL

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
OGM
OnyxPoint Global Management New York $424M AUM 84.95% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DI
Dalton Investments Las Vegas, Nevada $111M AUM 7.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stone House Investment Management's EXEEL Position: Q4 2025 in Review

Stone House Investment Management sold out of Expand Energy Corp Class C Warrants (EXEEL) in Q4 2025, closing a stake of 696 shares — an estimated $67.3K sold.

Stone House Investment Management first reported a position in EXEEL in Q1 2024 and held it in 6 quarters. The position peaked at $103K in Q3 2024. 50 funds tracked by Wall St. Rank hold EXEEL as of Q4 2025.

  • Stone House Investment Management reported no remaining Expand Energy Corp Class C Warrants position as of Q4 2025 after selling out during the quarter.
  • Stone House Investment Management sold 696 Expand Energy Corp Class C Warrants shares in Q4 2025, an estimated $67.3K.
  • Stone House Investment Management first reported a position in Expand Energy Corp Class C Warrants in Q1 2024 and held it in 6 quarters.
  • Stone House Investment Management's Expand Energy Corp Class C Warrants position peaked at $103K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Expand Energy Corp Class C Warrants as of Q4 2025.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.