AE Wealth Management’s Expand Energy Corp EXE Stock Holding History

AE Wealth 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 Q3	–	Sell	-2,690	Closed	-$315K	–	2388
2025 Q2	$315K	Sell	2,690 -2,040	-43%	-$228K	﹤0.01%	1104
2025 Q1	$527K	Buy	+4,730	New	+$492K	﹤0.01%	905
2024 Q3	–	Sell	-2,780	Closed	-$228K	–	1335
2024 Q2	$228K	Sell	2,780 -17,914	-87%	-$1.58M	﹤0.01%	1119
2024 Q1	$1.84M	Sell	20,694 -39,298	-66%	-$3.16M	0.02%	513
2023 Q4	$4.65M	Buy	59,992 +52,792	+733%	+$4.33M	0.02%	619
2023 Q3	$621K	Buy	+7,200	New	+$611K	﹤0.01%	1279
2023 Q1	–	Sell	-13,872	Closed	-$1.31M	–	2018
2022 Q4	$1.31M	Buy	+13,872	New	+$1.37M	0.01%	885

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

AE Wealth Management's EXE Position: Q3 2025 in Review

AE Wealth Management sold out of Expand Energy Corp (EXE) in Q3 2025, closing a stake of 2,690 shares — an estimated $315K sold.

AE Wealth Management first reported a position in EXE in Q4 2022 and held it in 7 quarters. The position peaked at $4.65M in Q4 2023. 762 funds tracked by Wall St. Rank hold EXE as of Q3 2025.

AE Wealth Management reported no remaining Expand Energy Corp position as of Q3 2025 after selling out during the quarter.
AE Wealth Management sold 2,690 Expand Energy Corp shares in Q3 2025, an estimated $315K.
AE Wealth Management first reported a position in Expand Energy Corp in Q4 2022 and held it in 7 quarters.
AE Wealth Management's Expand Energy Corp position peaked at $4.65M in Q4 2023.
762 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.