Perpetual Ltd
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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
Q3 		– Sell
-7,752
Closed -$707K – 436
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

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Perpetual Ltd's EXE Position: Q3 2026 in Review

Perpetual Ltd sold out of Expand Energy Corp (EXE) in Q3 2026, closing a stake of 7,752 shares — an estimated $707K sold.

Perpetual Ltd first reported a position in EXE in Q3 2025 and held it in 3 quarters. The position peaked at $1.04M in Q3 2025. 234 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Perpetual Ltd reported no remaining Expand Energy Corp position as of Q3 2026 after selling out during the quarter.
  • Perpetual Ltd sold 7,752 Expand Energy Corp shares in Q3 2026, an estimated $707K.
  • Perpetual Ltd first reported a position in Expand Energy Corp in Q3 2025 and held it in 3 quarters.
  • Perpetual Ltd's Expand Energy Corp position peaked at $1.04M in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.