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 Q2	$2.43M	Buy	26,635 +4,239	+19%	+$403K	0.33%	24
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Permanent Capital Management's EXE Position: Q2 2026 in Review

Permanent Capital Management increased its Expand Energy Corp (EXE) stake by 19% in Q2 2026, buying an estimated $403K and bringing the position to 26,635 shares worth $2.43M. The position accounts for 0.33% of the portfolio, ranked #24.

Permanent Capital Management first reported a position in EXE in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.63M in Q4 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Permanent Capital Management held 26,635 shares of Expand Energy Corp worth $2.43M as of Q2 2026.
Permanent Capital Management bought 4,239 Expand Energy Corp shares in Q2 2026, an estimated $403K.
Expand Energy Corp made up 0.33% of Permanent Capital Management's portfolio in Q2 2026, its #24 holding.
Permanent Capital Management first reported a position in Expand Energy Corp in Q2 2024 and has held it in 5 quarters since.
Permanent Capital Management's Expand Energy Corp position peaked at $2.63M in Q4 2025.
853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.