Summer Road’s Expand Energy Corp EXE Stock Holding History

Summer Road’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	-450	Closed	-$44.8K	–	28
2024 Q4	$44.8K	Buy	+450	New	+$41.5K	0.04%	14

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Summer Road's EXE Position: Q1 2025 in Review

Summer Road sold out of Expand Energy Corp (EXE) in Q1 2025, closing a stake of 450 shares — an estimated $44.8K sold.

Summer Road first reported a position in EXE in Q4 2024 and held it in 1 quarter. The position peaked at $44.8K in Q4 2024. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

Summer Road reported no remaining Expand Energy Corp position as of Q1 2025 after selling out during the quarter.
Summer Road sold 450 Expand Energy Corp shares in Q1 2025, an estimated $44.8K.
Summer Road first reported a position in Expand Energy Corp in Q4 2024 and held it in 1 quarter.
Summer Road's Expand Energy Corp position peaked at $44.8K in Q4 2024.
736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on Summer Road's 13F filing for Q1 2025, filed 13 May 2025.