Ancora Advisors’s Expand Energy Corp EXE Stock Holding History

Ancora 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
2024 Q3	–	Sell	-40,410	Closed	-$3.32M	–	1921
2024 Q2	$3.32M	Sell	40,410 -43,710	-52%	-$3.86M	0.08%	208
2024 Q1	$7.47M	Sell	84,120 -4,730	-5%	-$380K	0.17%	110
2023 Q4	$6.84M	Hold	88,850	–	–	0.16%	129
2023 Q3	$7.66M	Buy	88,850 +44,360	+100%	+$3.76M	0.2%	103
2023 Q2	$3.72M	Buy	44,490 +40	+0.1%	+$3.19K	0.1%	173
2023 Q1	$3.38M	Sell	44,450 -430	-1%	-$35.4K	0.1%	178
2022 Q4	$4.24M	Buy	44,880 +80	+0.2%	+$7.93K	0.12%	158
2022 Q3	$4.22M	Buy	44,800 +5,090	+13%	+$478K	0.13%	152
2022 Q2	$3.22M	Buy	39,710 +4,200	+12%	+$379K	0.09%	191
2022 Q1	$3.09M	Buy	+35,510	New	+$2.61M	0.08%	214

Other funds holding EXE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ancora Advisors's EXE Position: Q3 2024 in Review

Ancora Advisors sold out of Expand Energy Corp (EXE) in Q3 2024, closing a stake of 40,410 shares — an estimated $3.32M sold.

Ancora Advisors first reported a position in EXE in Q1 2022 and held it in 10 quarters. The position peaked at $7.66M in Q3 2023. 466 funds tracked by Wall St. Rank hold EXE as of Q3 2024.

Ancora Advisors reported no remaining Expand Energy Corp position as of Q3 2024 after selling out during the quarter.
Ancora Advisors sold 40,410 Expand Energy Corp shares in Q3 2024, an estimated $3.32M.
Ancora Advisors first reported a position in Expand Energy Corp in Q1 2022 and held it in 10 quarters.
Ancora Advisors's Expand Energy Corp position peaked at $7.66M in Q3 2023.
466 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2024.

Based on Ancora Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.