Nisa Investment Advisors
EXE

Nisa Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Nisa Investment Advisors’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 		$1.66M Buy
18,255
+2,414
+15% +$229K 0.01% 664
2026
Q1 		$1.74M Buy
15,841
+1,284
+9% +$137K 0.01% 636
2025
Q4 		$1.61M Buy
14,557
+1,306
+10% +$145K 0.01% 690
2025
Q3 		$1.41M Buy
13,251
+2,357
+22% +$237K 0.01% 739
2025
Q2 		$1.27M Buy
10,894
+1,141
+12% +$127K 0.01% 746
2025
Q1 		$1.09M Sell
9,753
-59
-0.6% -$6.14K 0.01% 802
2024
Q4 		$977K Buy
9,812
+9,754
+16,817% +$900K ﹤0.01% 871
2024
Q3 		$4.77K Sell
58
-204
-78% -$15.6K ﹤0.01% 2235
2024
Q2 		$21.5K Buy
262
+184
+236% +$16.2K ﹤0.01% 1913
2024
Q1 		$6.93K Sell
78
-5
-6% -$401 ﹤0.01% 2089
2023
Q4 		$6.39K Buy
83
+28
+51% +$2.3K ﹤0.01% 2100
2023
Q3 		$4.74K Sell
55
-945
-95% -$80.2K ﹤0.01% 2289
2023
Q2 		$83.7K Sell
1,000
-2,700
-73% -$215K ﹤0.01% 1561
2023
Q1 		$281K Buy
3,700
+2,500
+208% +$206K ﹤0.01% 1219
2022
Q4 		$113K Buy
+1,200
New +$119K ﹤0.01% 1519
2022
Q3 		– Sell
-964
Closed -$78K – 2648
2022
Q2 		$78K Sell
964
-1,029
-52% -$93K ﹤0.01% 1577
2022
Q1 		$173K Sell
1,993
-177
-8% -$13K ﹤0.01% 1434
2021
Q4 		$148K Buy
2,170
+1,560
+256% +$99K ﹤0.01% 1368
2021
Q3 		$38K Hold
610
– – ﹤0.01% 1986
2021
Q2 		$32K Buy
+610
New +$30.5K ﹤0.01% 2040

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

Nisa Investment Advisors's EXE Position: Q2 2026 in Review

Nisa Investment Advisors increased its Expand Energy Corp (EXE) stake by 15% in Q2 2026, buying an estimated $229K and bringing the position to 18,255 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #664.

Nisa Investment Advisors first reported a position in EXE in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.74M in Q1 2026. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Nisa Investment Advisors held 18,255 shares of Expand Energy Corp worth $1.66M as of Q2 2026.
  • Nisa Investment Advisors bought 2,414 Expand Energy Corp shares in Q2 2026, an estimated $229K.
  • Expand Energy Corp made up 0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #664 holding.
  • Nisa Investment Advisors first reported a position in Expand Energy Corp in Q2 2021 and has held it in 20 quarters since.
  • Nisa Investment Advisors's Expand Energy Corp position peaked at $1.74M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.