AWM
EXEEL

AE Wealth Management’s Expand Energy Corp Class C Warrants EXEEL Stock Holding History

AE Wealth 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
Q3 		– Sell
-9
Closed -$971 – 2389
2025
Q2 		$971 Hold
9
– – ﹤0.01% 2075
2025
Q1 		$906 Buy
+9
New +$824 ﹤0.01% 2077

Other funds holding EXEEL

CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AE Wealth Management sold out of Expand Energy Corp Class C Warrants (EXEEL) in Q3 2025, closing a stake of 9 shares — an estimated $971 sold.

AE Wealth Management first reported a position in EXEEL in Q1 2025 and held it in 2 quarters. The position peaked at $971 in Q2 2025. 42 funds tracked by Wall St. Rank hold EXEEL as of Q3 2025.

  • AE Wealth Management reported no remaining Expand Energy Corp Class C Warrants position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 9 Expand Energy Corp Class C Warrants shares in Q3 2025, an estimated $971.
  • AE Wealth Management first reported a position in Expand Energy Corp Class C Warrants in Q1 2025 and held it in 2 quarters.
  • AE Wealth Management's Expand Energy Corp Class C Warrants position peaked at $971 in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Expand Energy Corp Class C Warrants as of Q3 2025.

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