WWP
EXE

WR Wealth Planners’s Expand Energy Corp EXE Stock Holding History

WR Wealth Planners’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 		$3.29K Buy
+33
New +$3.05K ﹤0.01% 770
2023
Q2 		– Sell
-79
Closed -$6.01K – 993
2023
Q1 		$6.01K Buy
+79
New +$6.5K ﹤0.01% 655

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

WR Wealth Planners's EXE Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Expand Energy Corp (EXE) in Q4 2024: 33 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: WR Wealth Planners previously reported a position in EXE as recently as Q1 2023.

WR Wealth Planners first reported a position in EXE in Q1 2023 and has held it in 2 quarters since. The position peaked at $6.01K in Q1 2023. 641 funds tracked by Wall St. Rank hold EXE as of Q4 2024.

  • WR Wealth Planners held 33 shares of Expand Energy Corp worth $3.29K as of Q4 2024.
  • Expand Energy Corp was a new WR Wealth Planners position in Q4 2024.
  • Expand Energy Corp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #770 holding.
  • WR Wealth Planners first reported a position in Expand Energy Corp in Q1 2023 and has held it in 2 quarters since.
  • WR Wealth Planners's Expand Energy Corp position peaked at $6.01K in Q1 2023.
  • 641 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.