PWMG
EXE

Pinnacle Wealth Management Group’s Expand Energy Corp EXE Stock Holding History

Pinnacle Wealth Management Group’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
2025
Q1 		– Sell
-2,283
Closed -$227K – 126
2024
Q4 		$227K Sell
2,283
-396
-15% -$36.6K 0.14% 106
2024
Q3 		$220K Buy
2,679
+25
+0.9% +$1.91K 0.14% 106
2024
Q2 		$218K Buy
+2,654
New +$234K 0.15% 95

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Pinnacle Wealth Management Group's EXE Position: Q1 2025 in Review

Pinnacle Wealth Management Group sold out of Expand Energy Corp (EXE) in Q1 2025, closing a stake of 2,283 shares — an estimated $227K sold.

Pinnacle Wealth Management Group first reported a position in EXE in Q2 2024 and held it in 3 quarters. The position peaked at $227K in Q4 2024. 736 funds tracked by Wall St. Rank hold EXE as of Q1 2025.

  • Pinnacle Wealth Management Group reported no remaining Expand Energy Corp position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 2,283 Expand Energy Corp shares in Q1 2025, an estimated $227K.
  • Pinnacle Wealth Management Group first reported a position in Expand Energy Corp in Q2 2024 and held it in 3 quarters.
  • Pinnacle Wealth Management Group's Expand Energy Corp position peaked at $227K in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2025, filed 11 Apr 2025.