SWP
EXE

Stratos Wealth Partners’s Expand Energy Corp EXE Stock Holding History

Stratos Wealth Partners’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
Q3 		– Sell
-2,036
Closed -$238K – 1601
2025
Q2 		$238K Sell
2,036
-685
-25% -$76.4K ﹤0.01% 1247
2025
Q1 		$303K Sell
2,721
-190
-7% -$19.8K ﹤0.01% 1092
2024
Q4 		$290K Sell
2,911
-81
-3% -$7.48K ﹤0.01% 1159
2024
Q3 		$246K Sell
2,992
-153
-5% -$11.7K ﹤0.01% 1239
2024
Q2 		$259K Sell
3,145
-103
-3% -$9.1K ﹤0.01% 1152
2024
Q1 		$289K Sell
3,248
-513
-14% -$41.2K ﹤0.01% 1120
2023
Q4 		$289K Buy
3,761
+154
+4% +$12.6K 0.01% 1097
2023
Q3 		$311K Buy
3,607
+165
+5% +$14K 0.01% 1002
2023
Q2 		$288K Buy
3,442
+363
+12% +$29K 0.01% 977
2023
Q1 		$234K Buy
+3,079
New +$253K 0.01% 973

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Stratos Wealth Partners's EXE Position: Q3 2025 in Review

Stratos Wealth Partners sold out of Expand Energy Corp (EXE) in Q3 2025, closing a stake of 2,036 shares — an estimated $238K sold.

Stratos Wealth Partners first reported a position in EXE in Q1 2023 and held it in 10 quarters. The position peaked at $311K in Q3 2023. 762 funds tracked by Wall St. Rank hold EXE as of Q3 2025.

  • Stratos Wealth Partners reported no remaining Expand Energy Corp position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,036 Expand Energy Corp shares in Q3 2025, an estimated $238K.
  • Stratos Wealth Partners first reported a position in Expand Energy Corp in Q1 2023 and held it in 10 quarters.
  • Stratos Wealth Partners's Expand Energy Corp position peaked at $311K in Q3 2023.
  • 762 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.