PA
EXE

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return