GI
EXE

GAMMA Investing’s Expand Energy Corp EXE Stock Holding History

GAMMA Investing’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 		$524K Buy
6,236
+1,569
+34% +$145K 0.02% 684
2026
Q2 		$426K Sell
4,667
-1,003
-18% -$95.3K 0.02% 737
2026
Q1 		$622K Buy
5,670
+1,375
+32% +$147K 0.03% 494
2025
Q4 		$474K Buy
4,295
+1,525
+55% +$169K 0.02% 548
2025
Q3 		$294K Sell
2,770
-887
-24% -$89K 0.02% 730
2025
Q2 		$428K Buy
3,657
+711
+24% +$79.3K 0.03% 537
2025
Q1 		$328K Buy
2,946
+979
+50% +$102K 0.02% 563
2024
Q4 		$196K Buy
1,967
+1,569
+394% +$145K 0.02% 702
2024
Q3 		$32.7K Sell
398
-171
-30% -$13.1K ﹤0.01% 1790
2024
Q2 		$46.8K Buy
569
+245
+76% +$21.6K 0.01% 1242
2024
Q1 		$28.8K Sell
324
-196
-38% -$15.7K 0.01% 1403
2023
Q4 		$40.1K Buy
+520
New +$42.7K 0.01% 1032

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

GAMMA Investing's EXE Position: Q3 2026 in Review

GAMMA Investing increased its Expand Energy Corp (EXE) stake by 34% in Q3 2026, buying an estimated $145K and bringing the position to 6,236 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #684.

GAMMA Investing first reported a position in EXE in Q4 2023 and has held it in 12 quarters since. The position peaked at $622K in Q1 2026. 23 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • GAMMA Investing held 6,236 shares of Expand Energy Corp worth $524K as of Q3 2026.
  • GAMMA Investing bought 1,569 Expand Energy Corp shares in Q3 2026, an estimated $145K.
  • Expand Energy Corp made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #684 holding.
  • GAMMA Investing first reported a position in Expand Energy Corp in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Expand Energy Corp position peaked at $622K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.