SWGC
EXE

Summit Wealth Group (Colorado)’s Expand Energy Corp EXE Stock Holding History

Summit Wealth Group (Colorado)’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
-39,414
Closed -$2.27M – 502
2025
Q3 		$2.27M Buy
+39,414
New +$3.96M 0.35% 50

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

Summit Wealth Group (Colorado)'s EXE Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Expand Energy Corp (EXE) in Q4 2025, closing a stake of 39,414 shares — an estimated $2.27M sold.

Summit Wealth Group (Colorado) first reported a position in EXE in Q3 2025 and held it in 1 quarter. The position peaked at $2.27M in Q3 2025. 866 funds tracked by Wall St. Rank hold EXE as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Expand Energy Corp position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 39,414 Expand Energy Corp shares in Q4 2025, an estimated $2.27M.
  • Summit Wealth Group (Colorado) first reported a position in Expand Energy Corp in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Expand Energy Corp position peaked at $2.27M in Q3 2025.
  • 866 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.