Insigneo Advisory Services’s Expand Energy Corp EXE Stock Holding History

Insigneo Advisory Services’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	-1,960	Closed	-$218K	–	704
2025 Q1	$218K	Buy	+1,960	New	+$204K	0.02%	499

Other funds holding EXE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Insigneo Advisory Services's EXE Position: Q2 2025 in Review

Insigneo Advisory Services sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 1,960 shares — an estimated $218K sold.

Insigneo Advisory Services first reported a position in EXE in Q1 2025 and held it in 1 quarter. The position peaked at $218K in Q1 2025. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

Insigneo Advisory Services reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
Insigneo Advisory Services sold 1,960 Expand Energy Corp shares in Q2 2025, an estimated $218K.
Insigneo Advisory Services first reported a position in Expand Energy Corp in Q1 2025 and held it in 1 quarter.
Insigneo Advisory Services's Expand Energy Corp position peaked at $218K in Q1 2025.
810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Insigneo Advisory Services's 13F filing for Q2 2025, filed 12 Aug 2025.