Stonegate Investment Group’s Expand Energy Corp EXE Stock Holding History

Stonegate Investment Group’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	–	Sell	-1,988	Closed	-$232K	–	464
2025 Q2	$232K	Buy	+1,988	New	+$222K	0.01%	355
2023 Q4	–	Sell	-3,259	Closed	-$281K	–	357
2023 Q3	$281K	Buy	3,259 +58	+2%	+$4.92K	0.01%	248
2023 Q2	$268K	Hold	3,201	–	–	0.01%	266
2023 Q1	$243K	Buy	3,201 +156	+5%	+$12.8K	0.01%	276
2022 Q4	$287K	Buy	3,045 +500	+20%	+$49.5K	0.01%	252
2022 Q3	$240K	Sell	2,545 -62	-2%	-$5.83K	0.01%	245
2022 Q2	$211K	Buy	+2,607	New	+$236K	0.01%	265

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

Stonegate Investment Group's EXE Position: Q3 2025 in Review

Stonegate Investment Group sold out of Expand Energy Corp (EXE) in Q3 2025, closing a stake of 1,988 shares — an estimated $232K sold.

Stonegate Investment Group first reported a position in EXE in Q2 2022 and held it in 7 quarters. The position peaked at $287K in Q4 2022. 763 funds tracked by Wall St. Rank hold EXE as of Q3 2025.

Stonegate Investment Group reported no remaining Expand Energy Corp position as of Q3 2025 after selling out during the quarter.
Stonegate Investment Group sold 1,988 Expand Energy Corp shares in Q3 2025, an estimated $232K.
Stonegate Investment Group first reported a position in Expand Energy Corp in Q2 2022 and held it in 7 quarters.
Stonegate Investment Group's Expand Energy Corp position peaked at $287K in Q4 2022.
763 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.