RFG
EXE

RFP Financial Group’s Expand Energy Corp EXE Stock Holding History

RFP Financial Group’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
Q1 		– Sell
-11
Closed -$846 – 964
2023
Q4 		$846 Hold
11
– – ﹤0.01% 800
2023
Q3 		$949 Hold
11
– – ﹤0.01% 784
2023
Q2 		$920 Hold
11
– – ﹤0.01% 835
2023
Q1 		$836 Hold
11
– – ﹤0.01% 657
2022
Q4 		$1.04K Buy
+11
New +$1.09K ﹤0.01% 767

Other funds holding EXE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RFP Financial Group's EXE Position: Q1 2024 in Review

RFP Financial Group sold out of Expand Energy Corp (EXE) in Q1 2024, closing a stake of 11 shares — an estimated $846 sold.

RFP Financial Group first reported a position in EXE in Q4 2022 and held it in 5 quarters. The position peaked at $1.04K in Q4 2022. 495 funds tracked by Wall St. Rank hold EXE as of Q1 2024.

  • RFP Financial Group reported no remaining Expand Energy Corp position as of Q1 2024 after selling out during the quarter.
  • RFP Financial Group sold 11 Expand Energy Corp shares in Q1 2024, an estimated $846.
  • RFP Financial Group first reported a position in Expand Energy Corp in Q4 2022 and held it in 5 quarters.
  • RFP Financial Group's Expand Energy Corp position peaked at $1.04K in Q4 2022.
  • 495 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2024.

Based on RFP Financial Group's 13F filing for Q1 2024, filed 9 May 2024.