NIM
EXE

NEOS Investment Management’s Expand Energy Corp EXE Stock Holding History

NEOS Investment 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 		$3.62M Buy
39,707
+5,577
+16% +$530K 0.01% 425
2026
Q1 		$3.75M Sell
34,130
-33,068
-49% -$3.53M 0.02% 383
2025
Q4 		$7.42M Buy
67,198
+41,176
+158% +$4.57M 0.04% 273
2025
Q3 		$2.76M Buy
26,022
+7,933
+44% +$796K 0.02% 388
2025
Q2 		$2.12M Buy
18,089
+3,566
+25% +$398K 0.03% 359
2025
Q1 		$1.62M Buy
+14,523
New +$1.51M 0.03% 365

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

NEOS Investment Management's EXE Position: Q2 2026 in Review

NEOS Investment Management increased its Expand Energy Corp (EXE) stake by 16% in Q2 2026, buying an estimated $530K and bringing the position to 39,707 shares worth $3.62M. The position accounts for 0.01% of the portfolio, ranked #425.

NEOS Investment Management first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.42M in Q4 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • NEOS Investment Management held 39,707 shares of Expand Energy Corp worth $3.62M as of Q2 2026.
  • NEOS Investment Management bought 5,577 Expand Energy Corp shares in Q2 2026, an estimated $530K.
  • Expand Energy Corp made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #425 holding.
  • NEOS Investment Management first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
  • NEOS Investment Management's Expand Energy Corp position peaked at $7.42M in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.