HWA
EXE

Heartwood Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

Heartwood Wealth Advisors’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
-27
Closed -$2.87K – 630
2025
Q3 		$2.87K Buy
+27
New +$2.71K ﹤0.01% 462

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

Heartwood Wealth Advisors's EXE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 27 shares — an estimated $2.87K sold.

Heartwood Wealth Advisors first reported a position in EXE in Q3 2025 and held it in 1 quarter. The position peaked at $2.87K in Q3 2025. 869 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 27 Expand Energy Corp shares in Q4 2025, an estimated $2.87K.
  • Heartwood Wealth Advisors first reported a position in Expand Energy Corp in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Expand Energy Corp position peaked at $2.87K in Q3 2025.
  • 869 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.