WIA
EXE

Wetzel Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Wetzel Investment 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
Q2 		– Sell
-2,115
Closed -$235K – 136
2025
Q1 		$235K Hold
2,115
– – 0.12% 103
2024
Q4 		$211K Buy
+2,115
New +$195K 0.1% 116
2024
Q3 		– Sell
-3,115
Closed -$277K – 928
2024
Q2 		$277K Hold
3,115
– – 0.16% 92
2024
Q1 		$272K Buy
3,115
+2,000
+179% +$161K 0.16% 92
2023
Q4 		$86K Buy
+1,115
New +$91.6K 0.05% 192

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

Wetzel Investment Advisors's EXE Position: Q2 2025 in Review

Wetzel Investment Advisors sold out of Expand Energy Corp (EXE) in Q2 2025, closing a stake of 2,115 shares — an estimated $235K sold.

Wetzel Investment Advisors first reported a position in EXE in Q4 2023 and held it in 5 quarters. The position peaked at $277K in Q2 2024. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Wetzel Investment Advisors reported no remaining Expand Energy Corp position as of Q2 2025 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2,115 Expand Energy Corp shares in Q2 2025, an estimated $235K.
  • Wetzel Investment Advisors first reported a position in Expand Energy Corp in Q4 2023 and held it in 5 quarters.
  • Wetzel Investment Advisors's Expand Energy Corp position peaked at $277K in Q2 2024.
  • 810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Wetzel Investment Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.