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Pinnacle Associates Ltd

SEC CIK
0000743127
Latest filing
Aug 3, 2026

EXE holding history

Expand Energy Corp in every 13F filed by Pinnacle Associates Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXE overviewAll 13F holders of EXEFull Q2 2026 holdings

Shares (Q2 2026)
18,632
Value
$1.70M
% of portfolio
<0.1%
Quarters held
9
Since Q2 2023
Holdings of EXE by Pinnacle Associates Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,632$1.70M<0.1%+3,244+21.1%AddedHolders
Q1 202615,388$1.69M<0.1%+7,372+92.0%AddedHolders
Q4 20258,016$884.6K<0.1%+8,016NewHolders
Q4 20240$00.0%−52,363−100.0%Sold outHolders
Q3 202452,363$4.03M0.1%+813+1.6%AddedHolders
Q2 202451,550$4.24M0.1%−430−0.8%ReducedHolders
Q1 202451,980$4.62M0.1%−383−0.7%ReducedHolders
Q4 202352,363$4.03M0.1%00.0%UnchangedHolders
Q3 202352,363$4.52M0.1%−200.0%ReducedHolders
Q2 202352,383$4.38M0.1%+52,383NewHolders