MWM
EXE

MinichMacGregor Wealth Management’s Expand Energy Corp EXE Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-21
Closed -$1.98K – 686
2022
Q4 		$1.98K Buy
+21
New +$2.08K ﹤0.01% 561

Other funds holding EXE

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MinichMacGregor Wealth Management's EXE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Expand Energy Corp (EXE) in Q1 2023, closing a stake of 21 shares — an estimated $1.98K sold.

MinichMacGregor Wealth Management first reported a position in EXE in Q4 2022 and held it in 1 quarter. The position peaked at $1.98K in Q4 2022. 457 funds tracked by Wall St. Rank hold EXE as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Expand Energy Corp position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 21 Expand Energy Corp shares in Q1 2023, an estimated $1.98K.
  • MinichMacGregor Wealth Management first reported a position in Expand Energy Corp in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Expand Energy Corp position peaked at $1.98K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.