TPI
EXE

Trust Point Inc’s Expand Energy Corp EXE Stock Holding History

Trust Point Inc’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
Q2 		– Sell
-1,970
Closed -$219K – 470
2025
Q1 		$219K Sell
1,970
-540
-22% -$56.2K 0.02% 419
2024
Q4 		$250K Buy
+2,510
New +$232K 0.02% 477

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Trust Point Inc's EXE Position: Q2 2025 in Review

Trust Point Inc sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 1,970 shares — an estimated $219K sold.

Trust Point Inc first reported a position in EXE in Q4 2024 and held it in 2 quarters. The position peaked at $250K in Q4 2024. 811 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Trust Point Inc reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • Trust Point Inc sold 1,970 Expand Energy Corp shares in Q2 2025, an estimated $219K.
  • Trust Point Inc first reported a position in Expand Energy Corp in Q4 2024 and held it in 2 quarters.
  • Trust Point Inc's Expand Energy Corp position peaked at $250K in Q4 2024.
  • 811 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Trust Point Inc's 13F filing for Q2 2025, filed 10 Jul 2025.