NMM
EXE

Naples Money Management’s Expand Energy Corp EXE Stock Holding History

Naples Money 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
2024
Q3 		$2.88K Buy
35
+4
+13% +$305 ﹤0.01% 276
2024
Q2 		$2.56K Hold
31
– – ﹤0.01% 292
2024
Q1 		$2.75K Buy
31
+1
+3% +$80 ﹤0.01% 298
2023
Q4 		$2.31K Buy
+30
New +$2.46K ﹤0.01% 316

Other funds holding EXE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Naples Money Management's EXE Position: Q3 2024 in Review

Naples Money Management increased its Expand Energy Corp (EXE) stake by 13% in Q3 2024, buying an estimated $305 and bringing the position to 35 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Naples Money Management first reported a position in EXE in Q4 2023 and has held it in 4 quarters since. 466 funds tracked by Wall St. Rank hold EXE as of Q3 2024.

  • Naples Money Management held 35 shares of Expand Energy Corp worth $2.88K as of Q3 2024.
  • Naples Money Management bought 4 Expand Energy Corp shares in Q3 2024, an estimated $305.
  • Expand Energy Corp made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #276 holding.
  • Naples Money Management first reported a position in Expand Energy Corp in Q4 2023 and has held it in 4 quarters since.
  • 466 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.