EC
EXE

Estate Counselors’s Expand Energy Corp EXE Stock Holding History

Estate Counselors’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
Q1 		– Sell
-19,830
Closed -$1.97M – 129
2024
Q4 		$1.97M Hold
19,830
– – 0.21% 58
2024
Q3 		$1.63M Hold
19,830
– – 0.17% 67
2024
Q2 		$1.63M Sell
19,830
-30
-0.2% -$2.65K 0.18% 56
2024
Q1 		$1.76M Buy
+19,860
New +$1.59M 0.2% 54

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Estate Counselors's EXE Position: Q1 2025 in Review

Estate Counselors sold out of Expand Energy Corp (EXE) in Q1 2025, closing a stake of 19,830 shares — an estimated $1.97M sold.

Estate Counselors first reported a position in EXE in Q1 2024 and held it in 4 quarters. The position peaked at $1.97M in Q4 2024. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

  • Estate Counselors reported no remaining Expand Energy Corp position as of Q1 2025 after selling out during the quarter.
  • Estate Counselors sold 19,830 Expand Energy Corp shares in Q1 2025, an estimated $1.97M.
  • Estate Counselors first reported a position in Expand Energy Corp in Q1 2024 and held it in 4 quarters.
  • Estate Counselors's Expand Energy Corp position peaked at $1.97M in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.