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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Pinnacle Associates's EXE Position: Q2 2026 in Review

Pinnacle Associates increased its Expand Energy Corp (EXE) stake by 21% in Q2 2026, buying an estimated $308K and bringing the position to 18,632 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #442.

Pinnacle Associates first reported a position in EXE in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.62M in Q1 2024. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Pinnacle Associates held 18,632 shares of Expand Energy Corp worth $1.7M as of Q2 2026.
Pinnacle Associates bought 3,244 Expand Energy Corp shares in Q2 2026, an estimated $308K.
Expand Energy Corp made up 0.02% of Pinnacle Associates's portfolio in Q2 2026, its #442 holding.
Pinnacle Associates first reported a position in Expand Energy Corp in Q2 2023 and has held it in 9 quarters since.
Pinnacle Associates's Expand Energy Corp position peaked at $4.62M in Q1 2024.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.