Cornerstone Planning Group
EXE icon

Cornerstone Planning Group’s Expand Energy Corp EXE Stock Holding History

Cornerstone Planning 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 		– Sell
-127
Closed -$11.8K – 1813
2026
Q2 		$11.8K Buy
127
+6
+5% +$570 ﹤0.01% 838
2026
Q1 		$12K Buy
121
+20
+20% +$2.14K ﹤0.01% 842
2025
Q4 		$11.1K Sell
101
-116
-53% -$12.9K ﹤0.01% 774
2025
Q3 		$21.8K Buy
217
+201
+1,256% +$20.2K ﹤0.01% 553
2025
Q2 		$1.62K Buy
16
+3
+23% +$335 ﹤0.01% 998
2025
Q1 		$1.36K Buy
13
+8
+160% +$832 ﹤0.01% 1065
2024
Q4 		$507 Buy
+5
New +$462 ﹤0.01% 1132

Other funds holding EXE

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Cornerstone Planning Group's EXE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Expand Energy Corp (EXE) in Q3 2026, closing a stake of 127 shares — an estimated $11.8K sold.

Cornerstone Planning Group first reported a position in EXE in Q4 2024 and held it in 7 quarters. The position peaked at $21.8K in Q3 2025. 145 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Expand Energy Corp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 127 Expand Energy Corp shares in Q3 2026, an estimated $11.8K.
  • Cornerstone Planning Group first reported a position in Expand Energy Corp in Q4 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Expand Energy Corp position peaked at $21.8K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.