CW
EXE

CreativeOne Wealth’s Expand Energy Corp EXE Stock Holding History

CreativeOne 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
Q2 		– Sell
-1,843
Closed -$205K – 1200
2025
Q1 		$205K Buy
+1,843
New +$192K 0.01% 996

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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

CreativeOne Wealth's EXE Position: Q2 2025 in Review

CreativeOne Wealth sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 1,843 shares — an estimated $205K sold.

CreativeOne Wealth first reported a position in EXE in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • CreativeOne Wealth reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 1,843 Expand Energy Corp shares in Q2 2025, an estimated $205K.
  • CreativeOne Wealth first reported a position in Expand Energy Corp in Q1 2025 and held it in 1 quarter.
  • CreativeOne Wealth's Expand Energy Corp position peaked at $205K in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.