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
Q2 		$382K Sell
4,191
-2,228
-35% -$212K ﹤0.01% 1212
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 $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

Principal Securities's EXE Position: Q2 2026 in Review

Principal Securities reduced its Expand Energy Corp (EXE) stake by 35% in Q2 2026, selling an estimated $212K and leaving 4,191 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Principal Securities first reported a position in EXE in Q4 2023 and has held it in 11 quarters since. The position peaked at $705K in Q1 2026. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Principal Securities held 4,191 shares of Expand Energy Corp worth $382K as of Q2 2026.
  • Principal Securities sold 2,228 Expand Energy Corp shares in Q2 2026, an estimated $212K.
  • Expand Energy Corp made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1212 holding.
  • Principal Securities first reported a position in Expand Energy Corp in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Expand Energy Corp position peaked at $705K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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