PI
EXE

PFS Investments’s Expand Energy Corp EXE Stock Holding History

PFS Investments’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
Q2 		$3.93M Buy
46,981
+1,941
+4% +$155K 0.06% 252
2023
Q1 		$3.39M Buy
45,040
+1,549
+4% +$128K 0.06% 253
2022
Q4 		$4.1M Buy
43,491
+14,323
+49% +$1.42M 0.08% 217
2022
Q3 		$2.75K Buy
29,168
+1,539
+6% +$145K 0.05% 244
2022
Q2 		$2.24M Buy
27,629
+8,118
+42% +$733K 0.05% 257
2022
Q1 		$1.7M Buy
+19,511
New +$1.43M 0.03% 300

Other funds holding EXE

Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.91B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return