TPW
EXE

Talon Private Wealth’s Expand Energy Corp EXE Stock Holding History

Talon Private Wealth’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 		$1.87K Buy
+16
New +$1.78K ﹤0.01% 289
2025
Q1 		– Sell
-8
Closed -$796 – 309
2024
Q4 		$796 Buy
+8
New +$739 ﹤0.01% 279

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Talon Private Wealth's EXE Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Expand Energy Corp (EXE) in Q2 2025: 16 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in EXE as recently as Q4 2024.

Talon Private Wealth first reported a position in EXE in Q4 2024 and has held it in 2 quarters since. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Talon Private Wealth held 16 shares of Expand Energy Corp worth $1.87K as of Q2 2025.
  • Expand Energy Corp was a new Talon Private Wealth position in Q2 2025.
  • Expand Energy Corp made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2025, its #289 holding.
  • Talon Private Wealth first reported a position in Expand Energy Corp in Q4 2024 and has held it in 2 quarters since.
  • 810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.