GI
EXE

Gradient Investments’s Expand Energy Corp EXE Stock Holding History

Gradient Investments’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 		$2.77M Sell
32,919
-5,446
-14% -$502K 0.04% 234
2026
Q2 		$3.5M Buy
38,365
+2,870
+8% +$273K 0.05% 219
2026
Q1 		$3.9M Buy
35,495
+17,997
+103% +$1.92M 0.06% 208
2025
Q4 		$1.93M Buy
17,498
+158
+0.9% +$17.5K 0.03% 207
2025
Q3 		$1.84M Sell
17,340
-651
-4% -$65.3K 0.03% 201
2025
Q2 		$2.1M Sell
17,991
-2,358
-12% -$263K 0.04% 185
2025
Q1 		$2.27M Sell
20,349
-2,310
-10% -$240K 0.05% 173
2024
Q4 		$2.26M Buy
+22,659
New +$2.09M 0.05% 166
2024
Q3 		– Sell
-1
Closed -$82 – 1352
2024
Q2 		$82 Sell
1
-11
-92% -$971 ﹤0.01% 1322
2024
Q1 		$1.07K Hold
12
– – ﹤0.01% 901
2023
Q4 		$923 Hold
12
– – ﹤0.01% 1450
2023
Q3 		$1.03K Buy
12
+11
+1,100% +$933 ﹤0.01% 1360
2023
Q2 		$84 Hold
1
– – ﹤0.01% 1693
2023
Q1 		$76 Hold
1
– – ﹤0.01% 1455
2022
Q4 		$94 Hold
1
– – ﹤0.01% 1432
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1568
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1406
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1372
2021
Q4 		$0 Buy
+1
New +$63 ﹤0.01% 1346

Other funds holding EXE

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
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

Gradient Investments's EXE Position: Q3 2026 in Review

Gradient Investments reduced its Expand Energy Corp (EXE) stake by 14% in Q3 2026, selling an estimated $502K and leaving 32,919 shares worth $2.77M. The position accounts for 0.04% of the portfolio, ranked #234.

Gradient Investments first reported a position in EXE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.9M in Q1 2026. 23 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Gradient Investments held 32,919 shares of Expand Energy Corp worth $2.77M as of Q3 2026.
  • Gradient Investments sold 5,446 Expand Energy Corp shares in Q3 2026, an estimated $502K.
  • Expand Energy Corp made up 0.04% of Gradient Investments's portfolio in Q3 2026, its #234 holding.
  • Gradient Investments first reported a position in Expand Energy Corp in Q4 2021 and has held it in 19 quarters since.
  • Gradient Investments's Expand Energy Corp position peaked at $3.9M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.