Carolinas Wealth Consulting’s Expand Energy Corp EXE Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-5	Closed	-$557	–	1007
2025 Q1	$557	Hold	5	–	–	﹤0.01%	961
2024 Q4	$498	Buy	+5	New	+$462	﹤0.01%	1005
2023 Q1	–	Sell	-161	Closed	-$15.2K	–	1127
2022 Q4	$15.2K	Buy	161 +5	+3%	+$495	﹤0.01%	547
2022 Q3	$15K	Buy	+156	New	+$14.7K	﹤0.01%	503
2022 Q2	–	Sell	-309	Closed	-$27K	–	962
2022 Q1	$27K	Buy	309 +6	+2%	+$440	0.01%	432
2021 Q4	$20K	Buy	+303	New	+$19.2K	﹤0.01%	501

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Carolinas Wealth Consulting's EXE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 5 shares — an estimated $557 sold.

Carolinas Wealth Consulting first reported a position in EXE in Q4 2021 and held it in 6 quarters. The position peaked at $27K in Q1 2022. 811 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5 Expand Energy Corp shares in Q2 2025, an estimated $557.
Carolinas Wealth Consulting first reported a position in Expand Energy Corp in Q4 2021 and held it in 6 quarters.
Carolinas Wealth Consulting's Expand Energy Corp position peaked at $27K in Q1 2022.
811 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.