PCIA
EXE

Prime Capital Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Prime Capital Investment 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
Q2 		– Sell
-2,065
Closed -$230K – 1129
2025
Q1 		$230K Buy
+2,065
New +$215K ﹤0.01% 927

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
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

Prime Capital Investment Advisors's EXE Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 2,065 shares — an estimated $230K sold.

Prime Capital Investment Advisors first reported a position in EXE in Q1 2025 and held it in 1 quarter. The position peaked at $230K in Q1 2025. 811 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 2,065 Expand Energy Corp shares in Q2 2025, an estimated $230K.
  • Prime Capital Investment Advisors first reported a position in Expand Energy Corp in Q1 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Expand Energy Corp position peaked at $230K in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.