Everett Harris & Co’s Expand Energy Corp EXE Stock Holding History

Everett Harris & Co’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
2023 Q1	–	Sell	-3,000	Closed	-$283K	–	261
2022 Q4	$283K	Hold	3,000	–	–	﹤0.01%	218
2022 Q3	$283K	Hold	3,000	–	–	0.01%	212
2022 Q2	$243K	Hold	3,000	–	–	﹤0.01%	236
2022 Q1	$261K	Buy	+3,000	New	+$220K	﹤0.01%	239

Other funds holding EXE

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

KEM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Everett Harris & Co's EXE Position: Q1 2023 in Review

Everett Harris & Co sold out of Expand Energy Corp (EXE) in Q1 2023, closing a stake of 3,000 shares — an estimated $283K sold.

Everett Harris & Co first reported a position in EXE in Q1 2022 and held it in 4 quarters. The position peaked at $283K in Q4 2022. 457 funds tracked by Wall St. Rank hold EXE as of Q1 2023.

Everett Harris & Co reported no remaining Expand Energy Corp position as of Q1 2023 after selling out during the quarter.
Everett Harris & Co sold 3,000 Expand Energy Corp shares in Q1 2023, an estimated $283K.
Everett Harris & Co first reported a position in Expand Energy Corp in Q1 2022 and held it in 4 quarters.
Everett Harris & Co's Expand Energy Corp position peaked at $283K in Q4 2022.
457 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2023.

Based on Everett Harris & Co's 13F filing for Q1 2023, filed 25 Apr 2023.