IWA
EXE

IBEX Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

IBEX Wealth 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 		– Sell
-167,846
Closed -$29M – 234
2024
Q3 		$29M Buy
167,846
+166,505
+12,416% +$12.7M 7.93% 2
2024
Q2 		$110K Sell
1,341
-4,757
-78% -$420K 0.02% 145
2024
Q1 		$575K Buy
+6,098
New +$490K 0.16% 81
2023
Q4 		– Sell
-5,402
Closed -$466K – 124
2023
Q3 		$466K Buy
+5,402
New +$458K 0.12% 83
2023
Q1 		$436K Sell
5,732
-366
-6% -$30.1K 0.11% 90
2022
Q4 		$575K Buy
+6,098
New +$604K 0.13% 116

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

IBEX Wealth Advisors's EXE Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of Expand Energy Corp (EXE) in Q4 2024, closing a stake of 167,846 shares — an estimated $29M sold.

IBEX Wealth Advisors first reported a position in EXE in Q4 2022 and held it in 6 quarters. The position peaked at $29M in Q3 2024. 641 funds tracked by Wall St. Rank hold EXE as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining Expand Energy Corp position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 167,846 Expand Energy Corp shares in Q4 2024, an estimated $29M.
  • IBEX Wealth Advisors first reported a position in Expand Energy Corp in Q4 2022 and held it in 6 quarters.
  • IBEX Wealth Advisors's Expand Energy Corp position peaked at $29M in Q3 2024.
  • 641 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.