PS
EXE

Pinney & Scofield’s Expand Energy Corp EXE Stock Holding History

Pinney & Scofield’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 		– Sell
-260
Closed -$28.5K – 242
2026
Q1 		$28.5K Hold
260
– – 0.02% 141
2025
Q4 		$28.7K Hold
260
– – 0.02% 131
2025
Q3 		$27.6K Hold
260
– – 0.02% 133
2025
Q2 		$30.4K Hold
260
– – 0.02% 122
2025
Q1 		$28.9K Hold
260
– – 0.02% 123
2024
Q4 		$25.9K Buy
+260
New +$24K 0.02% 130

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

Pinney & Scofield's EXE Position: Q2 2026 in Review

Pinney & Scofield sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 260 shares — an estimated $28.5K sold.

Pinney & Scofield first reported a position in EXE in Q4 2024 and held it in 6 quarters. The position peaked at $30.4K in Q2 2025. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Pinney & Scofield reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Pinney & Scofield sold 260 Expand Energy Corp shares in Q2 2026, an estimated $28.5K.
  • Pinney & Scofield first reported a position in Expand Energy Corp in Q4 2024 and held it in 6 quarters.
  • Pinney & Scofield's Expand Energy Corp position peaked at $30.4K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.