PWM
EXE

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

Parkworth 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
Q2 		$585 Hold
5
– – ﹤0.01% 596
2025
Q1 		$557 Hold
5
– – ﹤0.01% 385
2024
Q4 		$498 Buy
+5
New +$462 ﹤0.01% 438

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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

Parkworth Wealth Management's EXE Position: Q2 2025 in Review

Parkworth Wealth Management held its Expand Energy Corp (EXE) position steady in Q2 2025 at 5 shares worth $585. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Parkworth Wealth Management first reported a position in EXE in Q4 2024 and has held it in 3 quarters since. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of Expand Energy Corp worth $585 as of Q2 2025.
  • Parkworth Wealth Management left its Expand Energy Corp share count unchanged in Q2 2025.
  • Expand Energy Corp made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #596 holding.
  • Parkworth Wealth Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 3 quarters since.
  • 810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.