GFPC
EXE

Global Financial Private Client’s Expand Energy Corp EXE Stock Holding History

Global Financial Private Client’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
-26
Closed -$2.89K – 1668
2025
Q1 		$2.89K Buy
26
+13
+100% +$1.35K ﹤0.01% 782
2024
Q4 		$1.29K Buy
+13
New +$1.2K ﹤0.01% 754

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

Global Financial Private Client's EXE Position: Q2 2025 in Review

Global Financial Private Client sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 26 shares — an estimated $2.89K sold.

Global Financial Private Client first reported a position in EXE in Q4 2024 and held it in 2 quarters. The position peaked at $2.89K in Q1 2025. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Global Financial Private Client reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 26 Expand Energy Corp shares in Q2 2025, an estimated $2.89K.
  • Global Financial Private Client first reported a position in Expand Energy Corp in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Expand Energy Corp position peaked at $2.89K in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.