PI
EXE

Pennant Investors’s Expand Energy Corp EXE Stock Holding History

Pennant Investors’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
Q1 		$21.5M Sell
196,000
-20,200
-9% -$2.16M 5.96% 7
2025
Q4 		$23.9M Hold
216,200
– – 5.71% 8
2025
Q3 		$23M Buy
216,200
+80,000
+59% +$8.03M 6.18% 8
2025
Q2 		$15.9M Sell
136,200
-43,800
-24% -$4.89M 4.76% 10
2025
Q1 		$20M Hold
180,000
– – 5.23% 9
2024
Q4 		$17.9M Buy
+180,000
New +$16.6M 5.06% 11

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pennant Investors's EXE Position: Q1 2026 in Review

Pennant Investors reduced its Expand Energy Corp (EXE) stake by 9.3% in Q1 2026, selling an estimated $2.16M and leaving 196,000 shares worth $21.5M. The position accounts for 5.96% of the portfolio, ranked #7.

Pennant Investors first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.9M in Q4 2025. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Pennant Investors held 196,000 shares of Expand Energy Corp worth $21.5M as of Q1 2026.
  • Pennant Investors sold 20,200 Expand Energy Corp shares in Q1 2026, an estimated $2.16M.
  • Expand Energy Corp made up 5.96% of Pennant Investors's portfolio in Q1 2026, its #7 holding.
  • Pennant Investors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
  • Pennant Investors's Expand Energy Corp position peaked at $23.9M in Q4 2025.
  • 891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Pennant Investors's 13F filing for Q1 2026, filed 15 May 2026.