VF
EXE

Vest Financial’s Expand Energy Corp EXE Stock Holding History

Vest Financial’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 		– Sell
-104,942
Closed -$11.7M – 423
2025
Q1 		$11.7M Sell
104,942
-262,361
-71% -$27.3M 0.18% 122
2024
Q4 		$36.6M Buy
367,303
+5,557
+2% +$513K 0.65% 70
2024
Q3 		$29.8M Buy
361,746
+83,432
+30% +$6.37M 0.57% 72
2024
Q2 		$22.9M Buy
278,314
+58,232
+26% +$5.14M 0.55% 87
2024
Q1 		$19.5M Buy
+220,082
New +$17.7M 0.52% 79

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Vest Financial's EXE Position: Q2 2025 in Review

Vest Financial sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 104,942 shares — an estimated $11.7M sold.

Vest Financial first reported a position in EXE in Q1 2024 and held it in 5 quarters. The position peaked at $36.6M in Q4 2024. 811 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Vest Financial reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • Vest Financial sold 104,942 Expand Energy Corp shares in Q2 2025, an estimated $11.7M.
  • Vest Financial first reported a position in Expand Energy Corp in Q1 2024 and held it in 5 quarters.
  • Vest Financial's Expand Energy Corp position peaked at $36.6M in Q4 2024.
  • 811 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Vest Financial's 13F filing for Q2 2025, filed 25 Jul 2025.