DAS
EXE

Diversify Advisory Services’s Expand Energy Corp EXE Stock Holding History

Diversify Advisory Services’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
-3,059
Closed -$337K – 979
2025
Q3 		$337K Sell
3,059
-5,063
-62% -$508K 0.01% 686
2025
Q2 		$779K Buy
+8,122
New +$906K 0.03% 390

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 $3.38T AUM 44.17% 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

Diversify Advisory Services's EXE Position: Q4 2025 in Review

Diversify Advisory Services sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 3,059 shares — an estimated $337K sold.

Diversify Advisory Services first reported a position in EXE in Q2 2025 and held it in 2 quarters. The position peaked at $779K in Q2 2025. 869 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Diversify Advisory Services reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 3,059 Expand Energy Corp shares in Q4 2025, an estimated $337K.
  • Diversify Advisory Services first reported a position in Expand Energy Corp in Q2 2025 and held it in 2 quarters.
  • Diversify Advisory Services's Expand Energy Corp position peaked at $779K in Q2 2025.
  • 869 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.