PB
EXE

Pinnacle Bancorp’s Expand Energy Corp EXE Stock Holding History

Pinnacle Bancorp’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 		$4.5K Hold
41
– – ﹤0.01% 815
2025
Q4 		$4.53K Buy
41
+11
+37% +$1.22K ﹤0.01% 794
2025
Q3 		$3.19K Buy
30
+14
+88% +$1.41K ﹤0.01% 846
2025
Q2 		$1.87K Buy
+16
New +$1.78K ﹤0.01% 870
2024
Q2 		– Sell
-44
Closed -$3.91K – 864
2024
Q1 		$3.91K Sell
44
-114
-72% -$9.15K ﹤0.01% 759
2023
Q4 		$12.2K Hold
158
– – ﹤0.01% 605
2023
Q3 		$13.6K Hold
158
– – ﹤0.01% 569
2023
Q2 		$13.2K Hold
158
– – ﹤0.01% 560
2023
Q1 		$12K Buy
158
+14
+10% +$1.15K ﹤0.01% 582
2022
Q4 		$14K Buy
144
+24
+20% +$2.38K 0.01% 530
2022
Q3 		$11K Hold
120
– – ﹤0.01% 547
2022
Q2 		$10K Buy
120
+90
+300% +$8.13K ﹤0.01% 570
2022
Q1 		$3K Buy
+30
New +$2.2K ﹤0.01% 717

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