Wintrust Investments’s Expand Energy Corp EXE Stock Holding History

Wintrust 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 Q4	$44K	Buy	444 +26	+6%	+$2.4K	0.04%	277
2024 Q3	$34K	Sell	418 -5,312	-93%	-$406K	0.03%	378
2024 Q2	$471K	Buy	5,730 +290	+5%	+$25.6K	0.04%	294
2024 Q1	$483K	Buy	5,440 +855	+19%	+$68.6K	0.04%	294
2023 Q4	$353K	Buy	4,585 +265	+6%	+$21.8K	0.03%	330
2023 Q3	$373K	Buy	4,320 +65	+2%	+$5.52K	0.04%	303
2023 Q2	$356K	Buy	4,255 +130	+3%	+$10.4K	0.04%	306
2023 Q1	$314K	Buy	4,125 +1,120	+37%	+$92.2K	0.04%	266
2022 Q4	$284K	Buy	3,005 +465	+18%	+$46.1K	0.04%	295
2022 Q3	$239K	Buy	+2,540	New	+$239K	0.03%	346

Other funds holding EXE

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Wintrust Investments's EXE Position: Q4 2024 in Review

Wintrust Investments increased its Expand Energy Corp (EXE) stake by 6.2% in Q4 2024, buying an estimated $2.4K and bringing the position to 444 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #277.

Wintrust Investments first reported a position in EXE in Q3 2022 and has held it in 10 quarters since. The position peaked at $483K in Q1 2024. 641 funds tracked by Wall St. Rank hold EXE as of Q4 2024.

Wintrust Investments held 444 shares of Expand Energy Corp worth $44K as of Q4 2024.
Wintrust Investments bought 26 Expand Energy Corp shares in Q4 2024, an estimated $2.4K.
Expand Energy Corp made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #277 holding.
Wintrust Investments first reported a position in Expand Energy Corp in Q3 2022 and has held it in 10 quarters since.
Wintrust Investments's Expand Energy Corp position peaked at $483K in Q1 2024.
641 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.