Private Trust Company’s Expand Energy Corp EXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12K Sell
132
-5
-4% -$475 ﹤0.01% 2003
2026
Q1
$15K Sell
137
-38
-22% -$4.06K ﹤0.01% 1829
2025
Q4
$19.3K Buy
175
+45
+35% +$4.99K ﹤0.01% 1673
2025
Q3
$13.8K Buy
130
+21
+19% +$2.11K ﹤0.01% 1784
2025
Q2
$12.7K Sell
109
-51
-32% -$5.69K ﹤0.01% 1729
2025
Q1
$17.8K Hold
160
– – ﹤0.01% 1602
2024
Q4
$15.9K Buy
160
+34
+27% +$3.14K ﹤0.01% 1569
2024
Q3
$10.4K Sell
126
-71
-36% -$5.42K ﹤0.01% 1712
2024
Q2
$16.2K Buy
197
+83
+73% +$7.33K ﹤0.01% 1518
2024
Q1
$10.1K Sell
114
-84
-42% -$6.74K ﹤0.01% 1651
2023
Q4
$15.2K Sell
198
-103
-34% -$8.46K ﹤0.01% 1504
2023
Q3
$26K Sell
301
-38
-11% -$3.23K ﹤0.01% 1263
2023
Q2
$28.4K Buy
339
+219
+183% +$17.5K ﹤0.01% 1240
2023
Q1
$9.13K Buy
120
+15
+14% +$1.24K ﹤0.01% 1617
2022
Q4
$10K Buy
+105
New +$10.4K ﹤0.01% 1571
2022
Q3
– Sell
-68
Closed -$6K – 2225
2022
Q2
$6K Buy
+68
New +$6.14K ﹤0.01% 1717

Other funds holding EXE

Private Trust Company's EXE Position: Q2 2026 in Review

Private Trust Company reduced its Expand Energy Corp (EXE) stake by 3.6% in Q2 2026, selling an estimated $475 and leaving 132 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Private Trust Company first reported a position in EXE in Q2 2022 and has held it in 16 quarters since. The position peaked at $28.4K in Q2 2023. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Private Trust Company held 132 shares of Expand Energy Corp worth $12K as of Q2 2026.
  • Private Trust Company sold 5 Expand Energy Corp shares in Q2 2026, an estimated $475.
  • Expand Energy Corp made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2003 holding.
  • Private Trust Company first reported a position in Expand Energy Corp in Q2 2022 and has held it in 16 quarters since.
  • Private Trust Company's Expand Energy Corp position peaked at $28.4K in Q2 2023.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.