RA
EXE

Rise Advisors’s Expand Energy Corp EXE Stock Holding History

Rise 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
-413
Closed -$43.9K – 1504
2025
Q3 		$43.9K Buy
413
+5
+1% +$502 0.02% 279
2025
Q2 		$47.7K Buy
408
+15
+4% +$1.67K 0.02% 248
2025
Q1 		$43.7K Buy
393
+107
+37% +$11.1K 0.02% 248
2024
Q4 		$28.5K Buy
+286
New +$26.4K 0.01% 422

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 $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Rise Advisors's EXE Position: Q4 2025 in Review

Rise Advisors sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 413 shares — an estimated $43.9K sold.

Rise Advisors first reported a position in EXE in Q4 2024 and held it in 4 quarters. The position peaked at $47.7K in Q2 2025. 866 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Rise Advisors reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 413 Expand Energy Corp shares in Q4 2025, an estimated $43.9K.
  • Rise Advisors first reported a position in Expand Energy Corp in Q4 2024 and held it in 4 quarters.
  • Rise Advisors's Expand Energy Corp position peaked at $47.7K in Q2 2025.
  • 866 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.