Asset Planning Inc’s Expand Energy Corp Class C Warrants EXEEL Stock Holding History

Asset Planning Inc’s Portfolio EXEEL Stock Details EXEEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-24	Closed	-$2.39K	–	310
2025 Q4	$2.39K	Buy	24 +9	+60%	+$921	﹤0.01%	275
2025 Q3	$1.45K	Hold	15	–	–	﹤0.01%	281
2025 Q2	$1.62K	Sell	15 -2	-12%	-$198	﹤0.01%	275
2025 Q1	$1.71K	Sell	17 -2	-11%	-$183	﹤0.01%	285
2024 Q4	$1.64K	Buy	+19	New	+$1.52K	﹤0.01%	294

Asset Planning Inc's EXEEL Position: Q1 2026 in Review

Asset Planning Inc sold out of Expand Energy Corp Class C Warrants (EXEEL) in Q1 2026, closing a stake of 24 shares — an estimated $2.39K sold.

Asset Planning Inc first reported a position in EXEEL in Q4 2024 and held it in 5 quarters. The position peaked at $2.39K in Q4 2025. 0 funds tracked by Wall St. Rank hold EXEEL as of Q1 2026.

Asset Planning Inc reported no remaining Expand Energy Corp Class C Warrants position as of Q1 2026 after selling out during the quarter.
Asset Planning Inc sold 24 Expand Energy Corp Class C Warrants shares in Q1 2026, an estimated $2.39K.
Asset Planning Inc first reported a position in Expand Energy Corp Class C Warrants in Q4 2024 and held it in 5 quarters.
Asset Planning Inc's Expand Energy Corp Class C Warrants position peaked at $2.39K in Q4 2025.
0 funds tracked by Wall St. Rank held Expand Energy Corp Class C Warrants as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.