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
Q2 		$564K Sell
6,187
-124
-2% -$11.8K 0.02% 857
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 $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 $3.38T AUM 44.17% 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

Ameritas Investment Partners's EXE Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Expand Energy Corp (EXE) stake by 2% in Q2 2026, selling an estimated $11.8K and leaving 6,187 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #857.

Ameritas Investment Partners first reported a position in EXE in Q2 2021 and has held it in 16 quarters since. The position peaked at $5.36M in Q4 2024. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Ameritas Investment Partners held 6,187 shares of Expand Energy Corp worth $564K as of Q2 2026.
  • Ameritas Investment Partners sold 124 Expand Energy Corp shares in Q2 2026, an estimated $11.8K.
  • Expand Energy Corp made up 0.02% of Ameritas Investment Partners's portfolio in Q2 2026, its #857 holding.
  • Ameritas Investment Partners first reported a position in Expand Energy Corp in Q2 2021 and has held it in 16 quarters since.
  • Ameritas Investment Partners's Expand Energy Corp position peaked at $5.36M in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.