MYIA
EXEEL

Mount Yale Investment Advisors’s Expand Energy Corp Class C Warrants EXEEL Stock Holding History

Mount Yale Investment Advisors’s Portfolio EXEEL Stock Details EXEEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-26
Closed -$2.8K – 1668
2025
Q2 		$2.8K Buy
+26
New +$2.57K ﹤0.01% 1297

Other funds holding EXEEL

CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
OGM
OnyxPoint Global Management New York $424M AUM 84.95% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's EXEEL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Expand Energy Corp Class C Warrants (EXEEL) in Q3 2025, closing a stake of 26 shares — an estimated $2.8K sold.

Mount Yale Investment Advisors first reported a position in EXEEL in Q2 2025 and held it in 1 quarter. The position peaked at $2.8K in Q2 2025. 42 funds tracked by Wall St. Rank hold EXEEL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Expand Energy Corp Class C Warrants position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 26 Expand Energy Corp Class C Warrants shares in Q3 2025, an estimated $2.8K.
  • Mount Yale Investment Advisors first reported a position in Expand Energy Corp Class C Warrants in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Expand Energy Corp Class C Warrants position peaked at $2.8K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Expand Energy Corp Class C Warrants as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.