CIBC Private Wealth Group
EXEEL

CIBC Private Wealth Group’s Expand Energy Corp Class C Warrants EXEEL Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$1.6K Buy
16
+6
+60% +$614 ﹤0.01% 2837
2025
Q3 		$969 Hold
10
– – ﹤0.01% 2824
2025
Q2 		$1.08K Hold
10
– – ﹤0.01% 2760
2025
Q1 		$881 Hold
10
– – ﹤0.01% 2830
2024
Q4 		$907 Buy
+10
New +$800 ﹤0.01% 2804

Other funds holding EXEEL

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
OGM
OnyxPoint Global Management New York $424M AUM 84.95% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DI
Dalton Investments Las Vegas, Nevada $111M AUM 7.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group's EXEEL Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Expand Energy Corp Class C Warrants (EXEEL) stake by 60% in Q4 2025, buying an estimated $614 and bringing the position to 16 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2837.

CIBC Private Wealth Group first reported a position in EXEEL in Q4 2024 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold EXEEL as of Q4 2025.

  • CIBC Private Wealth Group held 16 shares of Expand Energy Corp Class C Warrants worth $1.6K as of Q4 2025.
  • CIBC Private Wealth Group bought 6 Expand Energy Corp Class C Warrants shares in Q4 2025, an estimated $614.
  • Expand Energy Corp Class C Warrants made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2837 holding.
  • CIBC Private Wealth Group first reported a position in Expand Energy Corp Class C Warrants in Q4 2024 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held Expand Energy Corp Class C Warrants as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.