FFWM
EXE

Future Financial Wealth Management’s Expand Energy Corp EXE Stock Holding History

Future Financial 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
-500
Closed -$53.1K – 461
2025
Q3 		$53.1K Hold
500
– – 0.03% 247
2025
Q2 		$58.5K Hold
500
– – 0.04% 220
2025
Q1 		$55.7K Hold
500
– – 0.04% 226
2024
Q4 		$49.8K Sell
500
-950
-66% -$87.7K 0.04% 237
2024
Q3 		$119K Buy
+1,450
New +$111K 0.09% 155
2024
Q2 		– Sell
-1,450
Closed -$129K – 491
2024
Q1 		$129K Buy
+1,450
New +$116K 0.1% 145
2022
Q2 		– Sell
-500
Closed -$44K – 505
2022
Q1 		$44K Hold
500
– – 0.04% 283
2021
Q4 		$33K Buy
+500
New +$31.7K 0.03% 326

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

Future Financial Wealth Management's EXE Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 500 shares — an estimated $53.1K sold.

Future Financial Wealth Management first reported a position in EXE in Q4 2021 and held it in 8 quarters. The position peaked at $129K in Q1 2024. 869 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 500 Expand Energy Corp shares in Q4 2025, an estimated $53.1K.
  • Future Financial Wealth Management first reported a position in Expand Energy Corp in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's Expand Energy Corp position peaked at $129K in Q1 2024.
  • 869 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.