Mather Group
EXE icon

Mather Group’s Expand Energy Corp EXE Stock Holding History

Mather 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 		$54K Buy
643
+541
+530% +$49.9K ﹤0.01% 1145
2026
Q2 		$9.3K Buy
102
+27
+36% +$2.56K ﹤0.01% 1515
2026
Q1 		$8.23K Buy
+75
New +$8.01K ﹤0.01% 1495
2025
Q4 		– Sell
-40
Closed -$4.25K – 1699
2025
Q3 		$4.25K Buy
+40
New +$4.01K ﹤0.01% 1424
2025
Q2 		– Sell
-2
Closed -$223 – 1779
2025
Q1 		$223 Hold
2
– – ﹤0.01% 1723
2024
Q4 		$199 Hold
2
– – ﹤0.01% 1699
2024
Q3 		$165 Sell
2
-681
-100% -$52K ﹤0.01% 1665
2024
Q2 		$60.7K Buy
683
+637
+1,385% +$56.3K ﹤0.01% 949
2024
Q1 		$3.54K Buy
+46
New +$3.69K ﹤0.01% 1424

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

Mather Group's EXE Position: Q3 2026 in Review

Mather Group increased its Expand Energy Corp (EXE) stake by 530% in Q3 2026, buying an estimated $49.9K and bringing the position to 643 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Mather Group first reported a position in EXE in Q1 2024 and has held it in 9 quarters since. The position peaked at $60.7K in Q2 2024. 136 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Mather Group held 643 shares of Expand Energy Corp worth $54K as of Q3 2026.
  • Mather Group bought 541 Expand Energy Corp shares in Q3 2026, an estimated $49.9K.
  • Expand Energy Corp made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1145 holding.
  • Mather Group first reported a position in Expand Energy Corp in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's Expand Energy Corp position peaked at $60.7K in Q2 2024.
  • 136 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.