Moloney Securities Asset Management’s Expand Energy Corp EXE Stock Holding History

Moloney Securities Asset 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 Q4	–	Sell	-2,827	Closed	-$244K	–	479
2023 Q3	$244K	Sell	2,827 -30	-1%	-$2.55K	0.04%	349
2023 Q2	$239K	Sell	2,857 -1,835	-39%	-$146K	0.04%	351
2023 Q1	$357K	Sell	4,692 -2,290	-33%	-$188K	0.07%	288
2022 Q4	$659K	Sell	6,982 -850	-11%	-$84.2K	0.15%	187
2022 Q3	$738K	Sell	7,832 -620	-7%	-$58.2K	0.18%	150
2022 Q2	$685K	Buy	8,452 +1,752	+26%	+$158K	0.16%	177
2022 Q1	$583K	Buy	+6,700	New	+$492K	0.11%	208

Other funds holding EXE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Moloney Securities Asset Management's EXE Position: Q4 2023 in Review

Moloney Securities Asset Management sold out of Expand Energy Corp (EXE) in Q4 2023, closing a stake of 2,827 shares — an estimated $244K sold.

Moloney Securities Asset Management first reported a position in EXE in Q1 2022 and held it in 7 quarters. The position peaked at $738K in Q3 2022. 466 funds tracked by Wall St. Rank hold EXE as of Q4 2023.

Moloney Securities Asset Management reported no remaining Expand Energy Corp position as of Q4 2023 after selling out during the quarter.
Moloney Securities Asset Management sold 2,827 Expand Energy Corp shares in Q4 2023, an estimated $244K.
Moloney Securities Asset Management first reported a position in Expand Energy Corp in Q1 2022 and held it in 7 quarters.
Moloney Securities Asset Management's Expand Energy Corp position peaked at $738K in Q3 2022.
466 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2023.

Based on Moloney Securities Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.