Moors & Cabot’s Expand Energy Corp EXE Stock Holding History

Moors & Cabot’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	$289K	Buy	3,433 +291	+9%	+$26.8K	0.01%	779
2026 Q2	$287K	Sell	3,142 -262	-8%	-$24.9K	0.01%	774
2026 Q1	$374K	Buy	3,404 +1,200	+54%	+$128K	0.02%	631
2025 Q4	$243K	Buy	2,204 +80	+4%	+$8.87K	0.01%	782
2025 Q3	$226K	Sell	2,124 -80	-4%	-$8.03K	0.01%	793
2025 Q2	$258K	Hold	2,204	–	–	0.01%	707
2025 Q1	$245K	Sell	2,204 -185	-8%	-$19.2K	0.01%	713
2024 Q4	$238K	Buy	+2,389	New	+$221K	0.01%	742
2023 Q3	–	Sell	-4,181	Closed	-$350K	–	884
2023 Q2	$350K	Hold	4,181	–	–	0.02%	562
2023 Q1	$318K	Buy	+4,181	New	+$344K	0.02%	583

Other funds holding EXE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Moors & Cabot's EXE Position: Q3 2026 in Review

Moors & Cabot increased its Expand Energy Corp (EXE) stake by 9.3% in Q3 2026, buying an estimated $26.8K and bringing the position to 3,433 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #779.

Moors & Cabot first reported a position in EXE in Q1 2023 and has held it in 10 quarters since. The position peaked at $374K in Q1 2026. 377 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Moors & Cabot held 3,433 shares of Expand Energy Corp worth $289K as of Q3 2026.
Moors & Cabot bought 291 Expand Energy Corp shares in Q3 2026, an estimated $26.8K.
Expand Energy Corp made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #779 holding.
Moors & Cabot first reported a position in Expand Energy Corp in Q1 2023 and has held it in 10 quarters since.
Moors & Cabot's Expand Energy Corp position peaked at $374K in Q1 2026.
377 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.