FP
EXE

Financial Perspectives’s Expand Energy Corp EXE Stock Holding History

Financial Perspectives’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
Q3 		– Sell
-22
Closed -$1.84K – 689
2024
Q2 		$1.84K Hold
22
– – ﹤0.01% 585
2024
Q1 		$1.98K Hold
22
– – ﹤0.01% 571
2023
Q4 		$1.7K Hold
22
– – ﹤0.01% 604
2023
Q3 		$1.89K Hold
22
– – ﹤0.01% 601
2023
Q2 		$1.82K Buy
22
+1
+5% +$80 ﹤0.01% 593
2023
Q1 		$1.63K Hold
21
– – ﹤0.01% 593
2022
Q4 		$1.99K Buy
21
+1
+5% +$99 ﹤0.01% 583
2022
Q3 		$1.93K Hold
20
– – ﹤0.01% 580
2022
Q2 		$1.62K Buy
+20
New +$1.81K ﹤0.01% 605

Other funds holding EXE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Financial Perspectives's EXE Position: Q3 2024 in Review

Financial Perspectives sold out of Expand Energy Corp (EXE) in Q3 2024, closing a stake of 22 shares — an estimated $1.84K sold.

Financial Perspectives first reported a position in EXE in Q2 2022 and held it in 9 quarters. The position peaked at $1.99K in Q4 2022. 466 funds tracked by Wall St. Rank hold EXE as of Q3 2024.

  • Financial Perspectives reported no remaining Expand Energy Corp position as of Q3 2024 after selling out during the quarter.
  • Financial Perspectives sold 22 Expand Energy Corp shares in Q3 2024, an estimated $1.84K.
  • Financial Perspectives first reported a position in Expand Energy Corp in Q2 2022 and held it in 9 quarters.
  • Financial Perspectives's Expand Energy Corp position peaked at $1.99K in Q4 2022.
  • 466 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2024.

Based on Financial Perspectives's 13F filing for Q3 2024, filed 17 Oct 2024.