NYLIM
EXE

New York Life Investment Management’s Expand Energy Corp EXE Stock Holding History

New York Life 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
Q1 		$3.64M Buy
33,168
+428
+1% +$45.7K 0.03% 401
2025
Q4 		$3.61M Buy
32,740
+315
+1% +$34.9K 0.03% 389
2025
Q3 		$3.44M Buy
32,425
+2,838
+10% +$285K 0.03% 418
2025
Q2 		$3.46M Buy
29,587
+4,765
+19% +$532K 0.03% 407
2025
Q1 		$2.76M Buy
+24,822
New +$2.58M 0.03% 464

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

New York Life Investment Management's EXE Position: Q1 2026 in Review

New York Life Investment Management increased its Expand Energy Corp (EXE) stake by 1.3% in Q1 2026, buying an estimated $45.7K and bringing the position to 33,168 shares worth $3.64M. The position accounts for 0.03% of the portfolio, ranked #401.

New York Life Investment Management first reported a position in EXE in Q1 2025 and has held it in 5 quarters since. 894 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • New York Life Investment Management held 33,168 shares of Expand Energy Corp worth $3.64M as of Q1 2026.
  • New York Life Investment Management bought 428 Expand Energy Corp shares in Q1 2026, an estimated $45.7K.
  • Expand Energy Corp made up 0.03% of New York Life Investment Management's portfolio in Q1 2026, its #401 holding.
  • New York Life Investment Management first reported a position in Expand Energy Corp in Q1 2025 and has held it in 5 quarters since.
  • 894 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.