MSWA
EXE

Marshall & Sterling Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

Marshall & Sterling 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
-61
Closed -$6.48K – 650
2025
Q3 		$6.48K Hold
61
– – ﹤0.01% 453
2025
Q2 		$7.13K Hold
61
– – ﹤0.01% 409
2025
Q1 		$6.79K Buy
+61
New +$6.35K ﹤0.01% 403

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

Marshall & Sterling Wealth Advisors's EXE Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 61 shares — an estimated $6.48K sold.

Marshall & Sterling Wealth Advisors first reported a position in EXE in Q1 2025 and held it in 3 quarters. The position peaked at $7.13K in Q2 2025. 869 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 61 Expand Energy Corp shares in Q4 2025, an estimated $6.48K.
  • Marshall & Sterling Wealth Advisors first reported a position in Expand Energy Corp in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Expand Energy Corp position peaked at $7.13K in Q2 2025.
  • 869 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.