MFG
EXE

Mendota Financial Group’s Expand Energy Corp EXE Stock Holding History

Mendota Financial Group’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
2025
Q1 		– Sell
-470
Closed -$46.8K – 379
2024
Q4 		$46.8K Sell
470
-1
-0.2% -$92 0.03% 167
2024
Q3 		$38.7K Buy
471
+1
+0.2% +$76 0.02% 189
2024
Q2 		$38.6K Sell
470
-220
-32% -$19.4K 0.02% 187
2024
Q1 		$61.3K Sell
690
-85
-11% -$6.83K 0.04% 169
2023
Q4 		$59.6K Hold
775
– – 0.05% 187
2023
Q3 		$66.8K Hold
775
– – 0.07% 120
2023
Q2 		$64.9K Buy
+775
New +$61.8K 0.07% 119

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Mendota Financial Group's EXE Position: Q1 2025 in Review

Mendota Financial Group sold out of Expand Energy Corp (EXE) in Q1 2025, closing a stake of 470 shares — an estimated $46.8K sold.

Mendota Financial Group first reported a position in EXE in Q2 2023 and held it in 7 quarters. The position peaked at $66.8K in Q3 2023. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

  • Mendota Financial Group reported no remaining Expand Energy Corp position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 470 Expand Energy Corp shares in Q1 2025, an estimated $46.8K.
  • Mendota Financial Group first reported a position in Expand Energy Corp in Q2 2023 and held it in 7 quarters.
  • Mendota Financial Group's Expand Energy Corp position peaked at $66.8K in Q3 2023.
  • 736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.