PWPS
EXE

Pinnacle Wealth Planning Services’s Expand Energy Corp EXE Stock Holding History

Pinnacle Wealth Planning Services’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 		$244K Buy
2,222
+202
+10% +$21.6K 0.03% 406
2025
Q4 		$223K Buy
2,020
+83
+4% +$9.2K 0.02% 433
2025
Q3 		$206K Sell
1,937
-63
-3% -$6.32K 0.02% 447
2025
Q2 		$234K Buy
+2,000
New +$223K 0.03% 377

Other funds holding EXE

BlackRock
BlackRock New York $5.72T 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 $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pinnacle Wealth Planning Services's EXE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Expand Energy Corp (EXE) stake by 10% in Q1 2026, buying an estimated $21.6K and bringing the position to 2,222 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #406.

Pinnacle Wealth Planning Services first reported a position in EXE in Q2 2025 and has held it in 4 quarters since. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,222 shares of Expand Energy Corp worth $244K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 202 Expand Energy Corp shares in Q1 2026, an estimated $21.6K.
  • Expand Energy Corp made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #406 holding.
  • Pinnacle Wealth Planning Services first reported a position in Expand Energy Corp in Q2 2025 and has held it in 4 quarters since.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.