CPIG
EXE

Chicago Partners Investment Group’s Expand Energy Corp EXE Stock Holding History

Chicago Partners Investment 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
Q2 		$1.01M Buy
10,967
+4,690
+75% +$445K 0.02% 657
2026
Q1 		$605K Buy
+6,277
New +$670K 0.01% 778
2025
Q4 		– Sell
-3,183
Closed -$322K – 1346
2025
Q3 		$322K Buy
+3,183
New +$319K 0.01% 907

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Chicago Partners Investment Group's EXE Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Expand Energy Corp (EXE) stake by 75% in Q2 2026, buying an estimated $445K and bringing the position to 10,967 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #657.

Chicago Partners Investment Group first reported a position in EXE in Q3 2025 and has held it in 3 quarters since. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Chicago Partners Investment Group held 10,967 shares of Expand Energy Corp worth $1.01M as of Q2 2026.
  • Chicago Partners Investment Group bought 4,690 Expand Energy Corp shares in Q2 2026, an estimated $445K.
  • Expand Energy Corp made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #657 holding.
  • Chicago Partners Investment Group first reported a position in Expand Energy Corp in Q3 2025 and has held it in 3 quarters since.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.