SI
EXE

Scout Investments’s Expand Energy Corp EXE Stock Holding History

Scout 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
2024
Q1 		– Sell
-416,941
Closed -$32.1M – 224
2023
Q4 		$32.1M Buy
+416,941
New +$34.2M 0.8% 36
2023
Q1 		– Sell
-717,556
Closed -$67.7M – 222
2022
Q4 		$67.7M Buy
717,556
+169,327
+31% +$16.8M 1.38% 16
2022
Q3 		$51.6M Sell
548,229
-1,439,574
-72% -$135M 1.07% 21
2022
Q2 		$161M Buy
1,987,803
+878,120
+79% +$79.3M 3.19% 1
2022
Q1 		$96.5M Buy
+1,109,683
New +$81.4M 1.54% 9

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

Scout Investments's EXE Position: Q1 2024 in Review

Scout Investments sold out of Expand Energy Corp (EXE) in Q1 2024, closing a stake of 416,941 shares — an estimated $32.1M sold.

Scout Investments first reported a position in EXE in Q1 2022 and held it in 5 quarters. The position peaked at $161M in Q2 2022. 495 funds tracked by Wall St. Rank hold EXE as of Q1 2024.

  • Scout Investments reported no remaining Expand Energy Corp position as of Q1 2024 after selling out during the quarter.
  • Scout Investments sold 416,941 Expand Energy Corp shares in Q1 2024, an estimated $32.1M.
  • Scout Investments first reported a position in Expand Energy Corp in Q1 2022 and held it in 5 quarters.
  • Scout Investments's Expand Energy Corp position peaked at $161M in Q2 2022.
  • 495 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2024.

Based on Scout Investments's 13F filing for Q1 2024, filed 9 May 2024.