AWM
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AE Wealth Management’s Expion Energy, Inc. Common Stock XPON Stock Holding History

AE Wealth Management’s Portfolio XPON Stock Details XPON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10
Closed -$53.3K – 2030
2023
Q4 		$53.3K Sell
10
-8
-44% -$44.5K ﹤0.01% 1982
2023
Q3 		$88.2K Buy
+18
New +$105K ﹤0.01% 1848

Other funds holding XPON

CWM
Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's XPON Position: Q1 2024 in Review

AE Wealth Management sold out of Expion Energy, Inc. Common Stock (XPON) in Q1 2024, closing a stake of 10 shares — an estimated $53.3K sold.

AE Wealth Management first reported a position in XPON in Q3 2023 and held it in 2 quarters. The position peaked at $88.2K in Q3 2023. 8 funds tracked by Wall St. Rank hold XPON as of Q1 2024.

  • AE Wealth Management reported no remaining Expion Energy, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 10 Expion Energy, Inc. Common Stock shares in Q1 2024, an estimated $53.3K.
  • AE Wealth Management first reported a position in Expion Energy, Inc. Common Stock in Q3 2023 and held it in 2 quarters.
  • AE Wealth Management's Expion Energy, Inc. Common Stock position peaked at $88.2K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Expion Energy, Inc. Common Stock as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.