BFEC
EXE

Benjamin F. Edwards & Company’s Expand Energy Corp EXE Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-680
Closed -$52K – 2276
2023
Q4 		$52K Buy
680
+628
+1,208% +$51.6K ﹤0.01% 1248
2023
Q3 		$4K Hold
52
– – ﹤0.01% 1620
2023
Q2 		$4K Hold
52
– – ﹤0.01% 1612
2023
Q1 		$4K Hold
52
– – ﹤0.01% 1614
2022
Q4 		$5K Hold
52
– – ﹤0.01% 1596
2022
Q3 		$5K Hold
52
– – ﹤0.01% 1576
2022
Q2 		$4K Hold
52
– – ﹤0.01% 1605
2022
Q1 		$5K Buy
+52
New +$3.82K ﹤0.01% 1544

Other funds holding EXE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Benjamin F. Edwards & Company's EXE Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of Expand Energy Corp (EXE) in Q1 2024, closing a stake of 680 shares — an estimated $52K sold.

Benjamin F. Edwards & Company first reported a position in EXE in Q1 2022 and held it in 8 quarters. The position peaked at $52K in Q4 2023. 495 funds tracked by Wall St. Rank hold EXE as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining Expand Energy Corp position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 680 Expand Energy Corp shares in Q1 2024, an estimated $52K.
  • Benjamin F. Edwards & Company first reported a position in Expand Energy Corp in Q1 2022 and held it in 8 quarters.
  • Benjamin F. Edwards & Company's Expand Energy Corp position peaked at $52K in Q4 2023.
  • 495 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.