CCA
EXE

Criterion Capital Advisors’s Expand Energy Corp EXE Stock Holding History

Criterion Capital Advisors’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 		$23K Hold
280
– – 0.01% 196
2024
Q3 		$23K Hold
280
– – 0.01% 196
2024
Q2 		$23K Hold
280
– – 0.01% 196
2024
Q1 		$24.9K Hold
280
– – 0.02% 193
2023
Q4 		$21.5K Buy
+280
New +$23K 0.02% 205

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

Criterion Capital Advisors's EXE Position: Q4 2024 in Review

Criterion Capital Advisors held its Expand Energy Corp (EXE) position steady in Q4 2024 at 280 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #196.

Criterion Capital Advisors first reported a position in EXE in Q4 2023 and has held it in 5 quarters since. The position peaked at $24.9K in Q1 2024. 641 funds tracked by Wall St. Rank hold EXE as of Q4 2024.

  • Criterion Capital Advisors held 280 shares of Expand Energy Corp worth $23K as of Q4 2024.
  • Criterion Capital Advisors left its Expand Energy Corp share count unchanged in Q4 2024.
  • Expand Energy Corp made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #196 holding.
  • Criterion Capital Advisors first reported a position in Expand Energy Corp in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Expand Energy Corp position peaked at $24.9K in Q1 2024.
  • 641 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.