TFA
EXE

Toth Financial Advisory’s Expand Energy Corp EXE Stock Holding History

Toth Financial Advisory’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 		– Sell
-1,346
Closed -$123K – 1114
2026
Q2 		$123K Sell
1,346
-825
-38% -$78.4K 0.01% 274
2026
Q1 		$238K Sell
2,171
-4,000
-65% -$427K 0.03% 205
2025
Q4 		$681K Buy
6,171
+5,021
+437% +$557K 0.07% 153
2025
Q3 		$122K Sell
1,150
-8,290
-88% -$832K 0.01% 248
2025
Q2 		$1.1M Buy
9,440
+5,840
+162% +$652K 0.13% 121
2025
Q1 		$401K Buy
+3,600
New +$375K 0.05% 171

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
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

Toth Financial Advisory's EXE Position: Q3 2026 in Review

Toth Financial Advisory sold out of Expand Energy Corp (EXE) in Q3 2026, closing a stake of 1,346 shares — an estimated $123K sold.

Toth Financial Advisory first reported a position in EXE in Q1 2025 and held it in 6 quarters. The position peaked at $1.1M in Q2 2025. 23 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Toth Financial Advisory reported no remaining Expand Energy Corp position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 1,346 Expand Energy Corp shares in Q3 2026, an estimated $123K.
  • Toth Financial Advisory first reported a position in Expand Energy Corp in Q1 2025 and held it in 6 quarters.
  • Toth Financial Advisory's Expand Energy Corp position peaked at $1.1M in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.