CFG
EXE

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

Cooper 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
2026
Q2 		$277K Sell
3,036
-615
-17% -$58.4K 0.02% 355
2026
Q1 		$401K Buy
+3,651
New +$390K 0.04% 280

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Cooper Financial Group's EXE Position: Q2 2026 in Review

Cooper Financial Group reduced its Expand Energy Corp (EXE) stake by 17% in Q2 2026, selling an estimated $58.4K and leaving 3,036 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #355.

Cooper Financial Group first reported a position in EXE in Q1 2026 and has held it in 2 quarters since. The position peaked at $401K in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Cooper Financial Group held 3,036 shares of Expand Energy Corp worth $277K as of Q2 2026.
  • Cooper Financial Group sold 615 Expand Energy Corp shares in Q2 2026, an estimated $58.4K.
  • Expand Energy Corp made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #355 holding.
  • Cooper Financial Group first reported a position in Expand Energy Corp in Q1 2026 and has held it in 2 quarters since.
  • Cooper Financial Group's Expand Energy Corp position peaked at $401K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.