PL
EXE

Perpetual Ltd’s Expand Energy Corp EXE Stock Holding History

Perpetual Ltd’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 		$707K Buy
7,752
+3,448
+80% +$327K 0.01% 271
2026
Q1 		$472K Buy
+4,304
New +$460K 0.01% 320
2025
Q4 		– Sell
-9,784
Closed -$1.04M – 476
2025
Q3 		$1.04M Buy
+9,784
New +$982K 0.01% 247

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCP
TMB Capital Partners Little Rock, Arkansas $321M AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Perpetual Ltd's EXE Position: Q2 2026 in Review

Perpetual Ltd increased its Expand Energy Corp (EXE) stake by 80% in Q2 2026, buying an estimated $327K and bringing the position to 7,752 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #271.

Perpetual Ltd first reported a position in EXE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q3 2025. 230 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Perpetual Ltd held 7,752 shares of Expand Energy Corp worth $707K as of Q2 2026.
  • Perpetual Ltd bought 3,448 Expand Energy Corp shares in Q2 2026, an estimated $327K.
  • Expand Energy Corp made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #271 holding.
  • Perpetual Ltd first reported a position in Expand Energy Corp in Q3 2025 and has held it in 3 quarters since.
  • Perpetual Ltd's Expand Energy Corp position peaked at $1.04M in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.