Private Client Services’s Expand Energy Corp EXE Stock Holding History

Private Client Services’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	$216K	Buy	+2,566	New	+$237K	0.06%	220

Other funds holding EXE

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

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

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Private Client Services's EXE Position: Q3 2026 in Review

Private Client Services opened a new position in Expand Energy Corp (EXE) in Q3 2026: 2,566 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #220 among its holdings.

23 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Private Client Services held 2,566 shares of Expand Energy Corp worth $216K as of Q3 2026.
Expand Energy Corp was a new Private Client Services position in Q3 2026.
Expand Energy Corp made up 0.06% of Private Client Services's portfolio in Q3 2026, its #220 holding.
23 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.