PWM
EXE

Perigon Wealth Management’s Expand Energy Corp EXE Stock Holding History

Perigon Wealth 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
Q1 		– Sell
-3,232
Closed -$357K – 1419
2025
Q4 		$357K Buy
3,232
+97
+3% +$10.8K 0.01% 949
2025
Q3 		$333K Buy
+3,135
New +$315K 0.01% 907

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

Perigon Wealth Management's EXE Position: Q1 2026 in Review

Perigon Wealth Management sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 3,232 shares — an estimated $357K sold.

Perigon Wealth Management first reported a position in EXE in Q3 2025 and held it in 2 quarters. The position peaked at $357K in Q4 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Perigon Wealth Management reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 3,232 Expand Energy Corp shares in Q1 2026, an estimated $357K.
  • Perigon Wealth Management first reported a position in Expand Energy Corp in Q3 2025 and held it in 2 quarters.
  • Perigon Wealth Management's Expand Energy Corp position peaked at $357K in Q4 2025.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.