Accel Wealth Management’s Expand Energy Corp EXE Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-4	Closed	-$304	–	910
2023 Q1	$304	Hold	4	–	–	﹤0.01%	1231
2022 Q4	$377	Hold	4	–	–	﹤0.01%	1027
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1101
2022 Q2	$0	Hold	4	–	–	﹤0.01%	1074
2022 Q1	$0	Hold	4	–	–	﹤0.01%	974
2021 Q4	$0	Buy	+4	New	+$254	﹤0.01%	943

Other funds holding EXE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Accel Wealth Management's EXE Position: Q2 2023 in Review

Accel Wealth Management sold out of Expand Energy Corp (EXE) in Q2 2023, closing a stake of 4 shares — an estimated $304 sold.

Accel Wealth Management first reported a position in EXE in Q4 2021 and held it in 6 quarters. The position peaked at $377 in Q4 2022. 457 funds tracked by Wall St. Rank hold EXE as of Q2 2023.

Accel Wealth Management reported no remaining Expand Energy Corp position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 4 Expand Energy Corp shares in Q2 2023, an estimated $304.
Accel Wealth Management first reported a position in Expand Energy Corp in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's Expand Energy Corp position peaked at $377 in Q4 2022.
457 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.