PCM
EXE

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

Permanent 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
Q1 		$2.29M Sell
22,396
-1,449
-6% -$155K 0.36% 27
2025
Q4 		$2.63M Sell
23,845
-339
-1% -$37.6K 0.51% 25
2025
Q3 		$2.57M Buy
+24,184
New +$2.43M 0.48% 23
2024
Q2 		$1.43M Buy
+12,224
New +$1.08M 0.3% 32

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return

Permanent Capital Management's EXE Position: Q1 2026 in Review

Permanent Capital Management reduced its Expand Energy Corp (EXE) stake by 6.1% in Q1 2026, selling an estimated $155K and leaving 22,396 shares worth $2.29M. The position accounts for 0.36% of the portfolio, ranked #27.

Permanent Capital Management first reported a position in EXE in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.63M in Q4 2025. 894 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Permanent Capital Management held 22,396 shares of Expand Energy Corp worth $2.29M as of Q1 2026.
  • Permanent Capital Management sold 1,449 Expand Energy Corp shares in Q1 2026, an estimated $155K.
  • Expand Energy Corp made up 0.36% of Permanent Capital Management's portfolio in Q1 2026, its #27 holding.
  • Permanent Capital Management first reported a position in Expand Energy Corp in Q2 2024 and has held it in 4 quarters since.
  • Permanent Capital Management's Expand Energy Corp position peaked at $2.63M in Q4 2025.
  • 894 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.