BHWM
EXE

Beaird Harris Wealth Management’s Expand Energy Corp EXE Stock Holding History

Beaird Harris 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
Q4 		– Sell
-11
Closed -$1.17K – 765
2025
Q3 		$1.17K Buy
+11
New +$1.1K ﹤0.01% 563

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

Beaird Harris Wealth Management's EXE Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 11 shares — an estimated $1.17K sold.

Beaird Harris Wealth Management first reported a position in EXE in Q3 2025 and held it in 1 quarter. The position peaked at $1.17K in Q3 2025. 866 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Beaird Harris Wealth Management reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 11 Expand Energy Corp shares in Q4 2025, an estimated $1.17K.
  • Beaird Harris Wealth Management first reported a position in Expand Energy Corp in Q3 2025 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Expand Energy Corp position peaked at $1.17K in Q3 2025.
  • 866 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.