CTA
EXE

Chesley Taft & Associates’s Expand Energy Corp EXE Stock Holding History

Chesley Taft & Associates’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
Q2 		$529K Sell
5,802
-535
-8% -$50.8K 0.02% 276
2026
Q1 		$696K Buy
6,337
+3,155
+99% +$337K 0.03% 248
2025
Q4 		$351K Buy
3,182
+523
+20% +$58K 0.01% 310
2025
Q3 		$282K Buy
+2,659
New +$267K 0.01% 315

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Chesley Taft & Associates's EXE Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Expand Energy Corp (EXE) stake by 8.4% in Q2 2026, selling an estimated $50.8K and leaving 5,802 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #276.

Chesley Taft & Associates first reported a position in EXE in Q3 2025 and has held it in 4 quarters since. The position peaked at $696K in Q1 2026. 162 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Chesley Taft & Associates held 5,802 shares of Expand Energy Corp worth $529K as of Q2 2026.
  • Chesley Taft & Associates sold 535 Expand Energy Corp shares in Q2 2026, an estimated $50.8K.
  • Expand Energy Corp made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #276 holding.
  • Chesley Taft & Associates first reported a position in Expand Energy Corp in Q3 2025 and has held it in 4 quarters since.
  • Chesley Taft & Associates's Expand Energy Corp position peaked at $696K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.