Cassady Schiller Wealth Management’s Expand Energy Corp EXE Stock Holding History

Cassady Schiller 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
2024 Q4	$1.79K	Buy	+18	New	+$1.66K	﹤0.01%	610

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Cassady Schiller Wealth Management's EXE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Expand Energy Corp (EXE) in Q4 2024: 18 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings.

641 funds tracked by Wall St. Rank hold EXE as of Q4 2024.

Cassady Schiller Wealth Management held 18 shares of Expand Energy Corp worth $1.79K as of Q4 2024.
Expand Energy Corp was a new Cassady Schiller Wealth Management position in Q4 2024.
Expand Energy Corp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #610 holding.
641 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.