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

Steward 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
2023 Q3	$7K	Buy	+83	New	+$7.04K	﹤0.01%	521
2022 Q3	–	Sell	-15	Closed	-$1K	–	1379
2022 Q2	$1K	Buy	+15	New	+$1.35K	﹤0.01%	912

Other funds holding EXE

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Financial Group's EXE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Expand Energy Corp (EXE) in Q3 2023: 83 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EXE as recently as Q2 2022.

Steward Financial Group first reported a position in EXE in Q2 2022 and has held it in 2 quarters since. 477 funds tracked by Wall St. Rank hold EXE as of Q3 2023.

Steward Financial Group held 83 shares of Expand Energy Corp worth $7K as of Q3 2023.
Expand Energy Corp was a new Steward Financial Group position in Q3 2023.
Expand Energy Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #521 holding.
Steward Financial Group first reported a position in Expand Energy Corp in Q2 2022 and has held it in 2 quarters since.
477 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.