GRP
EXE

Global Retirement Partners’s Expand Energy Corp EXE Stock Holding History

Global Retirement Partners’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 		$142K Buy
1,289
+506
+65% +$56.1K ﹤0.01% 1682
2025
Q3 		$83.2K Sell
783
-33
-4% -$3.31K ﹤0.01% 1600
2025
Q2 		$95.4K Buy
+816
New +$91.1K ﹤0.01% 1459
2024
Q4 		$72.9K Buy
733
+45
+7% +$4.15K ﹤0.01% 1434
2024
Q3 		$56.6K Buy
688
+5
+0.7% +$382 ﹤0.01% 1506
2024
Q2 		$56.1K Buy
683
+18
+3% +$1.59K ﹤0.01% 1477
2024
Q1 		$59.1K Buy
665
+13
+2% +$1.04K ﹤0.01% 1341
2023
Q4 		$51.3K Buy
652
+6
+0.9% +$493 ﹤0.01% 1357
2023
Q3 		$53.1K Buy
646
+26
+4% +$2.21K ﹤0.01% 1245
2023
Q2 		$51.9K Buy
620
+12
+2% +$958 ﹤0.01% 1252
2023
Q1 		$46.8K Buy
608
+598
+5,980% +$49.2K ﹤0.01% 1274
2022
Q4 		$944 Buy
10
+6
+150% +$594 ﹤0.01% 2609
2022
Q3 		$0 Buy
+4
New +$376 ﹤0.01% 3026

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 $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Global Retirement Partners's EXE Position: Q4 2025 in Review

Global Retirement Partners increased its Expand Energy Corp (EXE) stake by 65% in Q4 2025, buying an estimated $56.1K and bringing the position to 1,289 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Global Retirement Partners first reported a position in EXE in Q3 2022 and has held it in 13 quarters since. 866 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Global Retirement Partners held 1,289 shares of Expand Energy Corp worth $142K as of Q4 2025.
  • Global Retirement Partners bought 506 Expand Energy Corp shares in Q4 2025, an estimated $56.1K.
  • Expand Energy Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1682 holding.
  • Global Retirement Partners first reported a position in Expand Energy Corp in Q3 2022 and has held it in 13 quarters since.
  • 866 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.