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	$2.75M	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 New York $32.9B AUM 23.66% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

PFS Investments's EXE Position: Q2 2023 in Review

PFS Investments increased its Expand Energy Corp (EXE) stake by 4.3% in Q2 2023, buying an estimated $155K and bringing the position to 46,981 shares worth $3.93M. The position accounts for 0.06% of the portfolio, ranked #252.

PFS Investments first reported a position in EXE in Q1 2022 and has held it in 6 quarters since. The position peaked at $4.1M in Q4 2022. 456 funds tracked by Wall St. Rank hold EXE as of Q2 2023.

PFS Investments held 46,981 shares of Expand Energy Corp worth $3.93M as of Q2 2023.
PFS Investments bought 1,941 Expand Energy Corp shares in Q2 2023, an estimated $155K.
Expand Energy Corp made up 0.06% of PFS Investments's portfolio in Q2 2023, its #252 holding.
PFS Investments first reported a position in Expand Energy Corp in Q1 2022 and has held it in 6 quarters since.
PFS Investments's Expand Energy Corp position peaked at $4.1M in Q4 2022.
456 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.