PS
EXE

Principal Securities’s Expand Energy Corp EXE Stock Holding History

Principal Securities’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 		$705K Buy
6,419
+3,228
+101% +$345K 0.01% 851
2025
Q4 		$352K Buy
3,191
+2,182
+216% +$242K 0.01% 1067
2025
Q3 		$107K Sell
1,009
-1,350
-57% -$135K ﹤0.01% 1567
2025
Q2 		$276K Buy
2,359
+1,366
+138% +$152K 0.01% 1095
2025
Q1 		$98.9K Hold
993
– – ﹤0.01% 1448
2024
Q4 		$98.9K Buy
993
+722
+266% +$66.7K ﹤0.01% 1446
2024
Q3 		$22.3K Sell
271
-11
-4% -$840 ﹤0.01% 2066
2024
Q2 		$23.2K Sell
282
-16
-5% -$1.41K ﹤0.01% 1996
2024
Q1 		$26.5K Sell
298
-68
-19% -$5.46K ﹤0.01% 1875
2023
Q4 		$28.2K Buy
+366
New +$30.1K ﹤0.01% 1748

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

Principal Securities's EXE Position: Q1 2026 in Review

Principal Securities increased its Expand Energy Corp (EXE) stake by 101% in Q1 2026, buying an estimated $345K and bringing the position to 6,419 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #851.

Principal Securities first reported a position in EXE in Q4 2023 and has held it in 10 quarters since. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Principal Securities held 6,419 shares of Expand Energy Corp worth $705K as of Q1 2026.
  • Principal Securities bought 3,228 Expand Energy Corp shares in Q1 2026, an estimated $345K.
  • Expand Energy Corp made up 0.01% of Principal Securities's portfolio in Q1 2026, its #851 holding.
  • Principal Securities first reported a position in Expand Energy Corp in Q4 2023 and has held it in 10 quarters since.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.