HWM
EXE

Hemington Wealth Management’s Expand Energy Corp EXE Stock Holding History

Hemington 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
Q3 		$19K Sell
183
-50
-21% -$5.02K ﹤0.01% 653
2025
Q2 		$27K Buy
233
+13
+6% +$1.45K ﹤0.01% 525
2025
Q1 		$24K Buy
220
+54
+33% +$5.62K ﹤0.01% 530
2024
Q4 		$16K Buy
166
+67
+68% +$6.18K ﹤0.01% 623
2024
Q3 		$8K Buy
+99
New +$7.56K ﹤0.01% 799

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Hemington Wealth Management's EXE Position: Q3 2025 in Review

Hemington Wealth Management reduced its Expand Energy Corp (EXE) stake by 21% in Q3 2025, selling an estimated $5.02K and leaving 183 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Hemington Wealth Management first reported a position in EXE in Q3 2024 and has held it in 5 quarters since. The position peaked at $27K in Q2 2025. 762 funds tracked by Wall St. Rank hold EXE as of Q3 2025.

  • Hemington Wealth Management held 183 shares of Expand Energy Corp worth $19K as of Q3 2025.
  • Hemington Wealth Management sold 50 Expand Energy Corp shares in Q3 2025, an estimated $5.02K.
  • Expand Energy Corp made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #653 holding.
  • Hemington Wealth Management first reported a position in Expand Energy Corp in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Expand Energy Corp position peaked at $27K in Q2 2025.
  • 762 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.