MOACM
EXE

Mutual of America Capital Management’s Expand Energy Corp EXE Stock Holding History

Mutual of America Capital Management’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 		$8.91M Buy
97,710
+3,150
+3% +$299K 0.09% 244
2026
Q1 		$10.4M Buy
94,560
+1,255
+1% +$134K 0.12% 169
2025
Q4 		$10.3M Buy
93,305
+4,232
+5% +$469K 0.11% 174
2025
Q3 		$9.46M Buy
89,073
+3,565
+4% +$358K 0.1% 206
2025
Q2 		$10M Buy
85,508
+6,707
+9% +$748K 0.11% 184
2025
Q1 		$8.77M Sell
78,801
-67,815
-46% -$7.05M 0.1% 196
2024
Q4 		$14.6M Buy
146,616
+78,728
+116% +$7.27M 0.16% 97
2024
Q3 		$5.58M Sell
67,888
-3,704
-5% -$283K 0.06% 410
2024
Q2 		$5.88M Sell
71,592
-2,465
-3% -$218K 0.06% 364
2024
Q1 		$6.58M Sell
74,057
-2,470
-3% -$198K 0.07% 327
2023
Q4 		$5.89M Sell
76,527
-45,207
-37% -$3.71M 0.07% 346
2023
Q3 		$10.5M Buy
121,734
+69,066
+131% +$5.86M 0.13% 139
2023
Q2 		$4.41M Sell
52,668
-22,675
-30% -$1.81M 0.05% 535
2023
Q1 		$5.73M Sell
75,343
-3,017
-4% -$248K 0.07% 379
2022
Q4 		$7.39M Sell
78,360
-11,559
-13% -$1.15M 0.09% 250
2022
Q3 		$8.47M Sell
89,919
-8,299
-8% -$780K 0.11% 176
2022
Q2 		$7.96M Buy
98,218
+35,786
+57% +$3.23M 0.1% 223
2022
Q1 		$5.43M Buy
62,432
+2,143
+4% +$157K 0.06% 488
2021
Q4 		$3.89M Buy
+60,289
New +$3.83M 0.04% 694

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mutual of America Capital Management's EXE Position: Q2 2026 in Review

Mutual of America Capital Management increased its Expand Energy Corp (EXE) stake by 3.3% in Q2 2026, buying an estimated $299K and bringing the position to 97,710 shares worth $8.91M. The position accounts for 0.09% of the portfolio, ranked #244.

Mutual of America Capital Management first reported a position in EXE in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.6M in Q4 2024. 482 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Mutual of America Capital Management held 97,710 shares of Expand Energy Corp worth $8.91M as of Q2 2026.
  • Mutual of America Capital Management bought 3,150 Expand Energy Corp shares in Q2 2026, an estimated $299K.
  • Expand Energy Corp made up 0.09% of Mutual of America Capital Management's portfolio in Q2 2026, its #244 holding.
  • Mutual of America Capital Management first reported a position in Expand Energy Corp in Q4 2021 and has held it in 19 quarters since.
  • Mutual of America Capital Management's Expand Energy Corp position peaked at $14.6M in Q4 2024.
  • 482 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.