RPCONE
EXE

Retirement Planning Company of New England’s Expand Energy Corp EXE Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-331
Closed -$21K – 930
2021
Q4 		$21K Buy
+331
New +$21K 0.01% 528

Other funds holding EXE

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Vanguard Group
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Retirement Planning Company of New England's EXE Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Expand Energy Corp (EXE) in Q1 2022, closing a stake of 331 shares — an estimated $21K sold.

Retirement Planning Company of New England first reported a position in EXE in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 345 funds tracked by Wall St. Rank hold EXE as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Expand Energy Corp position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 331 Expand Energy Corp shares in Q1 2022, an estimated $21K.
  • Retirement Planning Company of New England first reported a position in Expand Energy Corp in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Expand Energy Corp position peaked at $21K in Q4 2021.
  • 345 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.