Donaldson Capital Management’s Expion Energy, Inc. Common Stock XPON Stock Holding History

Donaldson Capital Management’s Portfolio XPON Stock Details XPON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-310	Closed	-$19.2K	–	225
2024 Q3	$19.2K	Buy	+310	New	+$129K	﹤0.01%	214

Other funds holding XPON

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Donaldson Capital Management's XPON Position: Q4 2024 in Review

Donaldson Capital Management sold out of Expion Energy, Inc. Common Stock (XPON) in Q4 2024, closing a stake of 310 shares — an estimated $19.2K sold.

Donaldson Capital Management first reported a position in XPON in Q3 2024 and held it in 1 quarter. The position peaked at $19.2K in Q3 2024. 5 funds tracked by Wall St. Rank hold XPON as of Q4 2024.

Donaldson Capital Management reported no remaining Expion Energy, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Donaldson Capital Management sold 310 Expion Energy, Inc. Common Stock shares in Q4 2024, an estimated $19.2K.
Donaldson Capital Management first reported a position in Expion Energy, Inc. Common Stock in Q3 2024 and held it in 1 quarter.
Donaldson Capital Management's Expion Energy, Inc. Common Stock position peaked at $19.2K in Q3 2024.
5 funds tracked by Wall St. Rank held Expion Energy, Inc. Common Stock as of Q4 2024.

Based on Donaldson Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.