Pinnacle Associates
EXE icon

Pinnacle Associates’s Expand Energy Corp EXE Stock Holding History

Pinnacle Associates’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 		$1.56M Sell
18,512
-120
-0.6% -$11.1K 0.02% 459
2026
Q2 		$1.7M Buy
18,632
+3,244
+21% +$308K 0.02% 442
2026
Q1 		$1.69M Buy
15,388
+7,372
+92% +$787K 0.02% 422
2025
Q4 		$885K Buy
+8,016
New +$889K 0.01% 542
2024
Q4 		– Sell
-52,363
Closed -$4.03M – 900
2024
Q3 		$4.03M Buy
52,363
+813
+2% +$62.1K 0.07% 249
2024
Q2 		$4.24M Sell
51,550
-430
-0.8% -$38K 0.07% 260
2024
Q1 		$4.62M Sell
51,980
-383
-0.7% -$30.8K 0.07% 252
2023
Q4 		$4.03M Hold
52,363
– – 0.07% 252
2023
Q3 		$4.52M Sell
52,363
-20
-0% -$1.7K 0.08% 236
2023
Q2 		$4.38M Buy
+52,383
New +$4.18M 0.08% 247

Other funds holding EXE

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 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
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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Pinnacle Associates's EXE Position: Q3 2026 in Review

Pinnacle Associates reduced its Expand Energy Corp (EXE) stake by 0.64% in Q3 2026, selling an estimated $11.1K and leaving 18,512 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #459.

Pinnacle Associates first reported a position in EXE in Q2 2023 and has held it in 10 quarters since. The position peaked at $4.62M in Q1 2024. 147 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Pinnacle Associates held 18,512 shares of Expand Energy Corp worth $1.56M as of Q3 2026.
  • Pinnacle Associates sold 120 Expand Energy Corp shares in Q3 2026, an estimated $11.1K.
  • Expand Energy Corp made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #459 holding.
  • Pinnacle Associates first reported a position in Expand Energy Corp in Q2 2023 and has held it in 10 quarters since.
  • Pinnacle Associates's Expand Energy Corp position peaked at $4.62M in Q1 2024.
  • 147 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.