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
Q2 		$219K Buy
2,401
+179
+8% +$17K 0.02% 485
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
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 Wealth Planning Services's EXE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Expand Energy Corp (EXE) stake by 8.1% in Q2 2026, buying an estimated $17K and bringing the position to 2,401 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #485.

Pinnacle Wealth Planning Services first reported a position in EXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $244K in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,401 shares of Expand Energy Corp worth $219K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 179 Expand Energy Corp shares in Q2 2026, an estimated $17K.
  • Expand Energy Corp made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #485 holding.
  • Pinnacle Wealth Planning Services first reported a position in Expand Energy Corp in Q2 2025 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Expand Energy Corp position peaked at $244K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.