Principal Financial Group
EXE

Principal Financial Group’s Expand Energy Corp EXE Stock Holding History

Principal Financial 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
2026
Q2 		$43.4M Sell
475,903
-505,622
-52% -$48M 0.02% 577
2026
Q1 		$108M Sell
981,525
-11,637
-1% -$1.24M 0.06% 268
2025
Q4 		$110M Buy
993,162
+452,483
+84% +$50.2M 0.06% 257
2025
Q3 		$57.4M Sell
540,679
-18,307
-3% -$1.84M 0.03% 433
2025
Q2 		$65.4M Buy
558,986
+138,478
+33% +$15.5M 0.03% 382
2025
Q1 		$46.8M Sell
420,508
-251,560
-37% -$26.2M 0.03% 464
2024
Q4 		$66.9M Buy
672,068
+192,656
+40% +$17.8M 0.04% 382
2024
Q3 		$39.4M Buy
479,412
+43,397
+10% +$3.31M 0.02% 542
2024
Q2 		$35.8M Sell
436,015
-32,118
-7% -$2.84M 0.02% 573
2024
Q1 		$41.6M Buy
468,133
+6,565
+1% +$527K 0.02% 542
2023
Q4 		$35.5M Sell
461,568
-29,438
-6% -$2.42M 0.02% 566
2023
Q3 		$42.3M Buy
491,006
+341,747
+229% +$29M 0.03% 466
2023
Q2 		$12.5M Sell
149,259
-2,664
-2% -$213K 0.01% 1134
2023
Q1 		$11.6M Sell
151,923
-5,034
-3% -$414K 0.01% 1183
2022
Q4 		$14.8M Buy
156,957
+143,486
+1,065% +$14.2M 0.01% 1019
2022
Q3 		$1.27M Buy
13,471
+261
+2% +$24.5K ﹤0.01% 1799
2022
Q2 		$1.07M Buy
13,210
+4,230
+47% +$382K ﹤0.01% 1905
2022
Q1 		$781K Sell
8,980
-640
-7% -$47K ﹤0.01% 2026
2021
Q4 		$621K Buy
9,620
+1,277
+15% +$81K ﹤0.01% 2078
2021
Q3 		$514K Sell
8,343
-3,060
-27% -$172K ﹤0.01% 2166
2021
Q2 		$592K Buy
+11,403
New +$569K ﹤0.01% 2168

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 $3.38T AUM 44.17% 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

Principal Financial Group's EXE Position: Q2 2026 in Review

Principal Financial Group reduced its Expand Energy Corp (EXE) stake by 52% in Q2 2026, selling an estimated $48M and leaving 475,903 shares worth $43.4M. The position accounts for 0.02% of the portfolio, ranked #577.

Principal Financial Group first reported a position in EXE in Q2 2021 and has held it in 21 quarters since. The position peaked at $110M in Q4 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Principal Financial Group held 475,903 shares of Expand Energy Corp worth $43.4M as of Q2 2026.
  • Principal Financial Group sold 505,622 Expand Energy Corp shares in Q2 2026, an estimated $48M.
  • Expand Energy Corp made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #577 holding.
  • Principal Financial Group first reported a position in Expand Energy Corp in Q2 2021 and has held it in 21 quarters since.
  • Principal Financial Group's Expand Energy Corp position peaked at $110M in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.