FFA
EXE

Farther Finance Advisors’s Expand Energy Corp EXE Stock Holding History

Farther Finance Advisors’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 		$533K Sell
6,342
-73
-1% -$6.73K ﹤0.01% 1534
2026
Q2 		$582K Sell
6,415
-68
-1% -$6.46K ﹤0.01% 1452
2026
Q1 		$687K Buy
6,483
+2,038
+46% +$218K 0.01% 1196
2025
Q4 		$491K Buy
4,445
+1,173
+36% +$130K 0.01% 1322
2025
Q3 		$348K Buy
3,272
+70
+2% +$7.02K 0.01% 1296
2025
Q2 		$374K Sell
3,202
-694
-18% -$77.4K 0.01% 1059
2025
Q1 		$439K Buy
3,896
+825
+27% +$85.8K 0.01% 839
2024
Q4 		$306K Buy
3,071
+1,065
+53% +$98.3K 0.01% 798
2024
Q3 		$165K Sell
2,006
-157
-7% -$12K 0.01% 1075
2024
Q2 		$178K Buy
2,163
+82
+4% +$7.24K 0.01% 889
2024
Q1 		$187K Buy
2,081
+1,900
+1,050% +$153K 0.01% 711
2023
Q4 		$13.9K Sell
181
-188
-51% -$15.4K ﹤0.01% 1463
2023
Q3 		$31.8K Buy
369
+85
+30% +$7.21K 0.01% 943
2023
Q2 		$23.8K Sell
284
-281
-50% -$22.4K 0.01% 944
2023
Q1 		$43K Buy
565
+457
+423% +$37.6K 0.01% 643
2022
Q4 		$10.2K Buy
+108
New +$10.7K ﹤0.01% 937

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
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
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 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

Farther Finance Advisors's EXE Position: Q3 2026 in Review

Farther Finance Advisors reduced its Expand Energy Corp (EXE) stake by 1.1% in Q3 2026, selling an estimated $6.73K and leaving 6,342 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Farther Finance Advisors first reported a position in EXE in Q4 2022 and has held it in 16 quarters since. The position peaked at $687K in Q1 2026. 23 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Farther Finance Advisors held 6,342 shares of Expand Energy Corp worth $533K as of Q3 2026.
  • Farther Finance Advisors sold 73 Expand Energy Corp shares in Q3 2026, an estimated $6.73K.
  • Expand Energy Corp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1534 holding.
  • Farther Finance Advisors first reported a position in Expand Energy Corp in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Expand Energy Corp position peaked at $687K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.