Massachusetts Financial Services
EXE

Massachusetts Financial Services’s Expand Energy Corp EXE Stock Holding History

Massachusetts Financial Services’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 		$230M Sell
2,520,895
-1,205,012
-32% -$114M 0.07% 243
2026
Q1 		$409M Sell
3,725,907
-124,635
-3% -$13.3M 0.14% 159
2025
Q4 		$425M Sell
3,850,542
-209,940
-5% -$23.3M 0.14% 156
2025
Q3 		$431M Sell
4,060,482
-1,336,219
-25% -$134M 0.13% 156
2025
Q2 		$631M Buy
5,396,701
+740,502
+16% +$82.6M 0.2% 126
2025
Q1 		$518M Buy
4,656,199
+910,821
+24% +$94.8M 0.17% 148
2024
Q4 		$373M Buy
3,745,378
+1,211
+0% +$112K 0.12% 193
2024
Q3 		$308M Sell
3,744,167
-375,331
-9% -$28.7M 0.09% 208
2024
Q2 		$339M Buy
4,119,498
+292,586
+8% +$25.8M 0.1% 187
2024
Q1 		$340M Sell
3,826,912
-491,008
-11% -$39.4M 0.1% 189
2023
Q4 		$332M Buy
4,317,920
+213,235
+5% +$17.5M 0.11% 182
2023
Q3 		$354M Buy
4,104,685
+936,169
+30% +$79.4M 0.12% 166
2023
Q2 		$265M Buy
3,168,516
+220,380
+7% +$17.6M 0.09% 215
2023
Q1 		$224M Buy
2,948,136
+536,206
+22% +$44.1M 0.08% 229
2022
Q4 		$228M Buy
2,411,930
+1,182,100
+96% +$117M 0.08% 224
2022
Q3 		$116M Buy
1,229,830
+431,491
+54% +$40.5M 0.04% 315
2022
Q2 		$64.7M Buy
+798,339
New +$72.1M 0.02% 418

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

Massachusetts Financial Services's EXE Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Expand Energy Corp (EXE) stake by 32% in Q2 2026, selling an estimated $114M and leaving 2,520,895 shares worth $230M. The position accounts for 0.07% of the portfolio, ranked #243.

Massachusetts Financial Services first reported a position in EXE in Q2 2022 and has held it in 17 quarters since. The position peaked at $631M in Q2 2025. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Massachusetts Financial Services held 2,520,895 shares of Expand Energy Corp worth $230M as of Q2 2026.
  • Massachusetts Financial Services sold 1,205,012 Expand Energy Corp shares in Q2 2026, an estimated $114M.
  • Expand Energy Corp made up 0.07% of Massachusetts Financial Services's portfolio in Q2 2026, its #243 holding.
  • Massachusetts Financial Services first reported a position in Expand Energy Corp in Q2 2022 and has held it in 17 quarters since.
  • Massachusetts Financial Services's Expand Energy Corp position peaked at $631M in Q2 2025.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.