APW
EXE

Aventura Private Wealth’s Expand Energy Corp EXE Stock Holding History

Aventura Private Wealth’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
-154
Closed -$16.4K – 904
2025
Q3 		$16.4K Hold
154
– – 0.01% 428
2025
Q2 		$18K Hold
154
– – 0.01% 390
2025
Q1 		$17.1K Hold
154
– – 0.01% 378
2024
Q4 		$15.3K Buy
+154
New +$14.2K 0.01% 387

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 $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Aventura Private Wealth's EXE Position: Q4 2025 in Review

Aventura Private Wealth sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 154 shares — an estimated $16.4K sold.

Aventura Private Wealth first reported a position in EXE in Q4 2024 and held it in 4 quarters. The position peaked at $18K in Q2 2025. 869 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Aventura Private Wealth reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 154 Expand Energy Corp shares in Q4 2025, an estimated $16.4K.
  • Aventura Private Wealth first reported a position in Expand Energy Corp in Q4 2024 and held it in 4 quarters.
  • Aventura Private Wealth's Expand Energy Corp position peaked at $18K in Q2 2025.
  • 869 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Aventura Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.