CX Institutional
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CX Institutional’s Expand Energy Corp EXE Stock Holding History

CX Institutional’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 		$64K Buy
758
+240
+46% +$22.1K ﹤0.01% 973
2026
Q2 		$47K Sell
518
-836
-62% -$79.4K ﹤0.01% 995
2026
Q1 		$149K Buy
1,354
+477
+54% +$50.9K ﹤0.01% 788
2025
Q4 		$97K Buy
877
+392
+81% +$43.5K ﹤0.01% 858
2025
Q3 		$52K Buy
+485
New +$48.7K ﹤0.01% 928
2021
Q4 		– Sell
-39
Closed -$2K – 926
2021
Q3 		$2K Hold
39
– – ﹤0.01% 924
2021
Q2 		$2K Buy
+39
New +$1.95K ﹤0.01% 922

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

CX Institutional's EXE Position: Q3 2026 in Review

CX Institutional increased its Expand Energy Corp (EXE) stake by 46% in Q3 2026, buying an estimated $22.1K and bringing the position to 758 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

CX Institutional first reported a position in EXE in Q2 2021 and has held it in 7 quarters since. The position peaked at $149K in Q1 2026. 147 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • CX Institutional held 758 shares of Expand Energy Corp worth $64K as of Q3 2026.
  • CX Institutional bought 240 Expand Energy Corp shares in Q3 2026, an estimated $22.1K.
  • Expand Energy Corp made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #973 holding.
  • CX Institutional first reported a position in Expand Energy Corp in Q2 2021 and has held it in 7 quarters since.
  • CX Institutional's Expand Energy Corp position peaked at $149K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.