CB
EXE

Cadence Bank’s Expand Energy Corp EXE Stock Holding History

Cadence Bank’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
Q4 		– Sell
-87,745
Closed -$7.22M – 343
2024
Q3 		$7.22M Buy
87,745
+676
+0.8% +$51.6K 0.5% 44
2024
Q2 		$7.16M Sell
87,069
-30,442
-26% -$2.69M 0.54% 40
2024
Q1 		$10.4M Buy
117,511
+1,019
+0.9% +$81.8K 0.76% 28
2023
Q4 		$8.96M Buy
116,492
+502
+0.4% +$41.2K 0.73% 31
2023
Q3 		$10M Buy
115,990
+59
+0.1% +$5.01K 0.88% 24
2023
Q2 		$9.7M Buy
115,931
+1,753
+2% +$140K 0.85% 23
2023
Q1 		$8.68M Buy
114,178
+260
+0.2% +$21.4K 0.8% 26
2022
Q4 		$10.8M Buy
113,918
+2,657
+2% +$263K 0.99% 18
2022
Q3 		$10.5M Buy
111,261
+405
+0.4% +$38K 1.09% 17
2022
Q2 		$8.99M Buy
110,856
+22,515
+25% +$2.03M 1.29% 19
2022
Q1 		$7.69M Buy
88,341
+1,676
+2% +$123K 0.96% 31
2021
Q4 		$5.59M Buy
+86,665
New +$5.5M 0.7% 42

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Cadence Bank's EXE Position: Q4 2024 in Review

Cadence Bank sold out of Expand Energy Corp (EXE) in Q4 2024, closing a stake of 87,745 shares — an estimated $7.22M sold.

Cadence Bank first reported a position in EXE in Q4 2021 and held it in 12 quarters. The position peaked at $10.8M in Q4 2022. 641 funds tracked by Wall St. Rank hold EXE as of Q4 2024.

  • Cadence Bank reported no remaining Expand Energy Corp position as of Q4 2024 after selling out during the quarter.
  • Cadence Bank sold 87,745 Expand Energy Corp shares in Q4 2024, an estimated $7.22M.
  • Cadence Bank first reported a position in Expand Energy Corp in Q4 2021 and held it in 12 quarters.
  • Cadence Bank's Expand Energy Corp position peaked at $10.8M in Q4 2022.
  • 641 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2024.

Based on Cadence Bank's 13F filing for Q4 2024, filed 13 Feb 2025.