Chickasaw Capital Management’s Expand Energy Corp EXE Stock Holding History

Chickasaw Capital Management’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	$255K	Hold	3,034	–	–	0.01%	83
2026 Q2	$277K	Hold	3,034	–	–	0.01%	87
2026 Q1	$333K	Hold	3,034	–	–	0.01%	83
2025 Q4	$335K	Hold	3,034	–	–	0.01%	80
2025 Q3	$322K	Buy	3,034 +500	+20%	+$50.2K	0.01%	83
2025 Q2	$296K	Hold	2,534	–	–	0.01%	86
2025 Q1	$282K	Hold	2,534	–	–	0.01%	83
2024 Q4	$252K	Buy	2,534 +34	+1%	+$3.14K	0.01%	89
2024 Q3	$206K	Hold	2,500	–	–	0.01%	96
2024 Q2	$205K	Buy	+2,500	New	+$221K	0.01%	96

Other funds holding EXE

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

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

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

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Chickasaw Capital Management's EXE Position: Q3 2026 in Review

Chickasaw Capital Management held its Expand Energy Corp (EXE) position steady in Q3 2026 at 3,034 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #83.

Chickasaw Capital Management first reported a position in EXE in Q2 2024 and has held it in 10 quarters since. The position peaked at $335K in Q4 2025. 23 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Chickasaw Capital Management held 3,034 shares of Expand Energy Corp worth $255K as of Q3 2026.
Chickasaw Capital Management left its Expand Energy Corp share count unchanged in Q3 2026.
Expand Energy Corp made up 0.01% of Chickasaw Capital Management's portfolio in Q3 2026, its #83 holding.
Chickasaw Capital Management first reported a position in Expand Energy Corp in Q2 2024 and has held it in 10 quarters since.
Chickasaw Capital Management's Expand Energy Corp position peaked at $335K in Q4 2025.
23 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Chickasaw Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.