KPWS
XPON icon

Kestra Private Wealth Services’s Expion Energy, Inc. Common Stock XPON Stock Holding History

Kestra Private Wealth Services’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
2023
Q4 		– Sell
-8
Closed -$41.1K – 1300
2023
Q3 		$41.1K Buy
+8
New +$46.6K ﹤0.01% 1132

Other funds holding XPON

CWM
Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Kestra Private Wealth Services's XPON Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of Expion Energy, Inc. Common Stock (XPON) in Q4 2023, closing a stake of 8 shares — an estimated $41.1K sold.

Kestra Private Wealth Services first reported a position in XPON in Q3 2023 and held it in 1 quarter. The position peaked at $41.1K in Q3 2023. 10 funds tracked by Wall St. Rank hold XPON as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining Expion Energy, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 8 Expion Energy, Inc. Common Stock shares in Q4 2023, an estimated $41.1K.
  • Kestra Private Wealth Services first reported a position in Expion Energy, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's Expion Energy, Inc. Common Stock position peaked at $41.1K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Expion Energy, Inc. Common Stock as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.