AIP
EXE

Ameritas Investment Partners’s Expand Energy Corp EXE Stock Holding History

Ameritas Investment Partners’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 		$693K Hold
6,311
– – 0.02% 735
2025
Q4 		$696K Sell
6,311
-400
-6% -$44.4K 0.02% 720
2025
Q3 		$713K Sell
6,711
-233
-3% -$23.4K 0.02% 708
2025
Q2 		$812K Sell
6,944
-2,415
-26% -$269K 0.03% 679
2025
Q1 		$1.04M Sell
9,359
-44,452
-83% -$4.62M 0.04% 593
2024
Q4 		$5.36M Buy
53,811
+19,218
+56% +$1.77M 0.17% 83
2024
Q3 		$2.85M Sell
34,593
-800
-2% -$61.1K 0.09% 214
2024
Q2 		$2.91M Sell
35,393
-906
-2% -$80K 0.1% 194
2024
Q1 		$3.22M Buy
36,299
+11,700
+48% +$939K 0.11% 179
2023
Q4 		$1.89M Sell
24,599
-631
-3% -$51.8K 0.07% 321
2023
Q3 		$2.18M Buy
+25,230
New +$2.14M 0.09% 237
2022
Q2 		– Sell
-8,126
Closed -$707K – 3264
2022
Q1 		$707K Hold
8,126
– – 0.03% 723
2021
Q4 		$524K Buy
8,126
+401
+5% +$25.4K 0.02% 800
2021
Q3 		$476K Sell
7,725
-23
-0.3% -$1.29K 0.02% 810
2021
Q2 		$402K Buy
+7,748
New +$387K 0.01% 854

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

Ameritas Investment Partners's EXE Position: Q1 2026 in Review

Ameritas Investment Partners held its Expand Energy Corp (EXE) position steady in Q1 2026 at 6,311 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #735.

Ameritas Investment Partners first reported a position in EXE in Q2 2021 and has held it in 15 quarters since. The position peaked at $5.36M in Q4 2024. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Ameritas Investment Partners held 6,311 shares of Expand Energy Corp worth $693K as of Q1 2026.
  • Ameritas Investment Partners left its Expand Energy Corp share count unchanged in Q1 2026.
  • Expand Energy Corp made up 0.02% of Ameritas Investment Partners's portfolio in Q1 2026, its #735 holding.
  • Ameritas Investment Partners first reported a position in Expand Energy Corp in Q2 2021 and has held it in 15 quarters since.
  • Ameritas Investment Partners's Expand Energy Corp position peaked at $5.36M in Q4 2024.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.