GI
EXEEL

Gradient Investments’s Expand Energy Corp Class C Warrants EXEEL Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-3
Closed -$195 – 1353
2024
Q2 		$195 Hold
3
– – ﹤0.01% 1270
2024
Q1 		$220 Hold
3
– – ﹤0.01% 1095
2023
Q4 		$176 Hold
3
– – ﹤0.01% 1707
2023
Q3 		$206 Hold
3
– – ﹤0.01% 1673
2023
Q2 		$196 Hold
3
– – ﹤0.01% 1643
2023
Q1 		$171 Hold
3
– – ﹤0.01% 1396
2022
Q4 		$232 Hold
3
– – ﹤0.01% 1370
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1569
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1407
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1373
2021
Q4 		$0 Buy
+3
New +$93 ﹤0.01% 1347

Other funds holding EXEEL

AAI
Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
OGM
OnyxPoint Global Management New York $424M AUM 84.95% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return

Gradient Investments's EXEEL Position: Q3 2024 in Review

Gradient Investments sold out of Expand Energy Corp Class C Warrants (EXEEL) in Q3 2024, closing a stake of 3 shares — an estimated $195 sold.

Gradient Investments first reported a position in EXEEL in Q4 2021 and held it in 11 quarters. The position peaked at $232 in Q4 2022. 27 funds tracked by Wall St. Rank hold EXEEL as of Q3 2024.

  • Gradient Investments reported no remaining Expand Energy Corp Class C Warrants position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 3 Expand Energy Corp Class C Warrants shares in Q3 2024, an estimated $195.
  • Gradient Investments first reported a position in Expand Energy Corp Class C Warrants in Q4 2021 and held it in 11 quarters.
  • Gradient Investments's Expand Energy Corp Class C Warrants position peaked at $232 in Q4 2022.
  • 27 funds tracked by Wall St. Rank held Expand Energy Corp Class C Warrants as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.