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

BerganKDV 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	$8.37K	Hold	100	–	–	﹤0.01%	569
2023 Q1	$7.6K	Hold	100	–	–	﹤0.01%	637
2022 Q4	$9.44K	Hold	100	–	–	﹤0.01%	585
2022 Q3	$9K	Buy	+100	New	+$9.39K	﹤0.01%	594

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

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

BerganKDV Wealth Management held its Expand Energy Corp (EXE) position steady in Q2 2023 at 100 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

BerganKDV Wealth Management first reported a position in EXE in Q3 2022 and has held it in 4 quarters since. The position peaked at $9.44K in Q4 2022. 457 funds tracked by Wall St. Rank hold EXE as of Q2 2023.

BerganKDV Wealth Management held 100 shares of Expand Energy Corp worth $8.37K as of Q2 2023.
BerganKDV Wealth Management left its Expand Energy Corp share count unchanged in Q2 2023.
Expand Energy Corp made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #569 holding.
BerganKDV Wealth Management first reported a position in Expand Energy Corp in Q3 2022 and has held it in 4 quarters since.
BerganKDV Wealth Management's Expand Energy Corp position peaked at $9.44K in Q4 2022.
457 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2023.

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