PH
EXE

Pinnacle Holdings’s Expand Energy Corp EXE Stock Holding History

Pinnacle Holdings’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 		– Sell
-339
Closed -$37.4K – 256
2025
Q4 		$37.4K Buy
339
+78
+30% +$8.65K 0.01% 212
2025
Q3 		$27.7K Sell
261
-131
-33% -$13.1K 0.01% 224
2025
Q2 		$45.8K Hold
392
– – 0.02% 198
2025
Q1 		$43.6K Hold
392
– – 0.02% 197
2024
Q4 		$39K Buy
+392
New +$36.2K 0.01% 207
2022
Q4 		– Sell
-1,038
Closed -$97.8K – 228
2022
Q3 		$97.8K Sell
1,038
-3
-0.3% -$282 0.05% 166
2022
Q2 		$84.4K Hold
1,041
– – 0.04% 169
2022
Q1 		$90.6K Sell
1,041
-61
-6% -$4.48K 0.04% 169
2021
Q4 		$71.1K Buy
1,102
+100
+10% +$6.34K 0.03% 193
2021
Q3 		$61.7K Hold
1,002
– – 0.03% 202
2021
Q2 		$52K Sell
1,002
-21
-2% -$1.05K 0.02% 170
2021
Q1 		$44.4K Buy
+1,023
New +$45.1K 0.02% 178

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