WA
EXE

Whipplewood Advisors’s Expand Energy Corp EXE Stock Holding History

Whipplewood 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
Q3 		– Sell
-3
Closed -$351 – 1203
2025
Q2 		$351 Sell
3
-1
-25% -$112 ﹤0.01% 1146
2025
Q1 		$334 Buy
4
+1
+33% +$104 ﹤0.01% 1163
2024
Q4 		$299 Buy
+3
New +$277 ﹤0.01% 1149

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

Whipplewood Advisors's EXE Position: Q3 2025 in Review

Whipplewood Advisors sold out of Expand Energy Corp (EXE) in Q3 2025, closing a stake of 3 shares — an estimated $351 sold.

Whipplewood Advisors first reported a position in EXE in Q4 2024 and held it in 3 quarters. The position peaked at $351 in Q2 2025. 762 funds tracked by Wall St. Rank hold EXE as of Q3 2025.

  • Whipplewood Advisors reported no remaining Expand Energy Corp position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 3 Expand Energy Corp shares in Q3 2025, an estimated $351.
  • Whipplewood Advisors first reported a position in Expand Energy Corp in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Expand Energy Corp position peaked at $351 in Q2 2025.
  • 762 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.