IronOak Wealth’s Expand Energy Corp EXE Stock Holding History

IronOak Wealth’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	$1.2M	Buy	+10,259	New	+$1.14M	1.17%	38

Other funds holding EXE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

IronOak Wealth's EXE Position: Q2 2025 in Review

IronOak Wealth opened a new position in Expand Energy Corp (EXE) in Q2 2025: 10,259 shares worth $1.2M. The stake represents 1.17% of the portfolio and ranks #38 among its holdings.

811 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

IronOak Wealth held 10,259 shares of Expand Energy Corp worth $1.2M as of Q2 2025.
Expand Energy Corp was a new IronOak Wealth position in Q2 2025.
Expand Energy Corp made up 1.17% of IronOak Wealth's portfolio in Q2 2025, its #38 holding.
811 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.