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
Q3 		$263K Buy
3,124
+88
+3% +$8.12K 0.02% 377
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Cooper Financial Group's EXE Position: Q3 2026 in Review

Cooper Financial Group increased its Expand Energy Corp (EXE) stake by 2.9% in Q3 2026, buying an estimated $8.12K and bringing the position to 3,124 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #377.

Cooper Financial Group first reported a position in EXE in Q1 2026 and has held it in 3 quarters since. The position peaked at $401K in Q1 2026. 23 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Cooper Financial Group held 3,124 shares of Expand Energy Corp worth $263K as of Q3 2026.
  • Cooper Financial Group bought 88 Expand Energy Corp shares in Q3 2026, an estimated $8.12K.
  • Expand Energy Corp made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #377 holding.
  • Cooper Financial Group first reported a position in Expand Energy Corp in Q1 2026 and has held it in 3 quarters since.
  • Cooper Financial Group's Expand Energy Corp position peaked at $401K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.