SFMG Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

SFMG 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	-5,833	Closed	-$620K	–	331
2025 Q3	$620K	Buy	+5,833	New	+$585K	0.04%	147
2023 Q2	–	Sell	-72,310	Closed	-$5.5M	–	272
2023 Q1	$5.5M	Hold	72,310	–	–	0.59%	23
2022 Q4	$6.82M	Sell	72,310 -3,992	-5%	-$396K	0.76%	19
2022 Q3	$7.59M	Hold	76,302	–	–	0.89%	16
2022 Q2	$6.19M	Hold	76,302	–	–	0.72%	19
2022 Q1	$6.64M	Buy	+76,302	New	+$5.6M	0.66%	19

Other funds holding EXE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SFMG Wealth Advisors's EXE Position: Q4 2025 in Review

SFMG Wealth Advisors sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 5,833 shares — an estimated $620K sold.

SFMG Wealth Advisors first reported a position in EXE in Q1 2022 and held it in 6 quarters. The position peaked at $7.59M in Q3 2022. 866 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

SFMG Wealth Advisors reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
SFMG Wealth Advisors sold 5,833 Expand Energy Corp shares in Q4 2025, an estimated $620K.
SFMG Wealth Advisors first reported a position in Expand Energy Corp in Q1 2022 and held it in 6 quarters.
SFMG Wealth Advisors's Expand Energy Corp position peaked at $7.59M in Q3 2022.
866 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

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