AIA
EXE

Affinity Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Affinity Investment Advisors’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
Q4 		– Sell
-2,797
Closed -$297K – 155
2025
Q3 		$297K Buy
2,797
+200
+8% +$20.1K 0.2% 106
2025
Q2 		$304K Buy
+2,597
New +$290K 0.23% 106

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Affinity Investment Advisors's EXE Position: Q4 2025 in Review

Affinity Investment Advisors sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 2,797 shares — an estimated $297K sold.

Affinity Investment Advisors first reported a position in EXE in Q2 2025 and held it in 2 quarters. The position peaked at $304K in Q2 2025. 866 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Affinity Investment Advisors reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
  • Affinity Investment Advisors sold 2,797 Expand Energy Corp shares in Q4 2025, an estimated $297K.
  • Affinity Investment Advisors first reported a position in Expand Energy Corp in Q2 2025 and held it in 2 quarters.
  • Affinity Investment Advisors's Expand Energy Corp position peaked at $304K in Q2 2025.
  • 866 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Affinity Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.