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 Q2	$73.5K	Buy	+806	New	+$76.5K	0.02%	173
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 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 Holdings's EXE Position: Q2 2026 in Review

Pinnacle Holdings opened a new position in Expand Energy Corp (EXE) in Q2 2026: 806 shares worth $73.5K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings. This is a return to the name: Pinnacle Holdings previously reported a position in EXE as recently as Q4 2025.

Pinnacle Holdings first reported a position in EXE in Q1 2021 and has held it in 13 quarters since. The position peaked at $97.8K in Q3 2022. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Pinnacle Holdings held 806 shares of Expand Energy Corp worth $73.5K as of Q2 2026.
Expand Energy Corp was a new Pinnacle Holdings position in Q2 2026.
Expand Energy Corp made up 0.02% of Pinnacle Holdings's portfolio in Q2 2026, its #173 holding.
Pinnacle Holdings first reported a position in Expand Energy Corp in Q1 2021 and has held it in 13 quarters since.
Pinnacle Holdings's Expand Energy Corp position peaked at $97.8K in Q3 2022.
849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.