MPWT
EXE

MassMutual Private Wealth & Trust’s Expand Energy Corp EXE Stock Holding History

MassMutual Private Wealth & Trust’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 		$62.5K Sell
685
-153
-18% -$14.5K ﹤0.01% 713
2026
Q1 		$92K Sell
838
-65
-7% -$6.94K ﹤0.01% 588
2025
Q4 		$99.7K Buy
903
+72
+9% +$7.98K ﹤0.01% 596
2025
Q3 		$88.3K Sell
831
-65
-7% -$6.52K ﹤0.01% 636
2025
Q2 		$105K Buy
896
+173
+24% +$19.3K ﹤0.01% 580
2025
Q1 		$80.5K Buy
723
+77
+12% +$8.01K ﹤0.01% 616
2024
Q4 		$64.3K Buy
646
+471
+269% +$43.5K ﹤0.01% 680
2024
Q3 		$14.4K Buy
175
+168
+2,400% +$12.8K ﹤0.01% 1010
2024
Q2 		$575 Buy
7
+1
+17% +$88 ﹤0.01% 1937
2024
Q1 		$533 Sell
6
-33
-85% -$2.65K ﹤0.01% 1851
2023
Q4 		$3K Sell
39
-10
-20% -$821 ﹤0.01% 1380
2023
Q3 		$4.22K Hold
49
– – ﹤0.01% 1302
2023
Q2 		$4.1K Buy
+49
New +$3.91K ﹤0.01% 1271
2023
Q1 		– Sell
-6
Closed -$1K – 1908
2022
Q4 		$1K Hold
6
– – ﹤0.01% 1590
2022
Q3 		$1K Buy
+6
New +$564 ﹤0.01% 1573

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's EXE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Expand Energy Corp (EXE) stake by 18% in Q2 2026, selling an estimated $14.5K and leaving 685 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

MassMutual Private Wealth & Trust first reported a position in EXE in Q3 2022 and has held it in 15 quarters since. The position peaked at $105K in Q2 2025. 280 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 685 shares of Expand Energy Corp worth $62.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 153 Expand Energy Corp shares in Q2 2026, an estimated $14.5K.
  • Expand Energy Corp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #713 holding.
  • MassMutual Private Wealth & Trust first reported a position in Expand Energy Corp in Q3 2022 and has held it in 15 quarters since.
  • MassMutual Private Wealth & Trust's Expand Energy Corp position peaked at $105K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.