NYL Investors’s Expand Energy Corp EXE Stock Holding History

NYL Investors’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	–	Sell	-170,590	Closed	-$18.8M	–	32
2025 Q4	$18.8M	Buy	170,590 +153,532	+900%	+$17M	6.4%	5
2025 Q3	$1.81M	Hold	17,058	–	–	0.6%	29
2025 Q2	$1.99M	Hold	17,058	–	–	0.55%	30
2025 Q1	$1.9M	Hold	17,058	–	–	0.12%	30
2024 Q4	$1.7M	Hold	17,058	–	–	0.15%	30
2024 Q3	$1.4M	Hold	17,058	–	–	0.09%	30
2024 Q2	$1.4M	Hold	17,058	–	–	0.1%	30
2024 Q1	$1.52M	Hold	17,058	–	–	0.05%	29
2023 Q4	$1.31M	Hold	17,058	–	–	0.05%	28
2023 Q3	$1.47M	Hold	17,058	–	–	0.06%	27
2023 Q2	$1.43M	Hold	17,058	–	–	0.06%	26
2023 Q1	$1.3M	Hold	17,058	–	–	0.08%	26
2022 Q4	$1.61M	Hold	17,058	–	–	0.12%	28
2022 Q3	$1.61M	Hold	17,058	–	–	0.19%	26
2022 Q2	$1.38M	Hold	17,058	–	–	0.16%	29
2022 Q1	$1.48M	Hold	17,058	–	–	0.2%	31
2021 Q4	$1.1M	Hold	17,058	–	–	0.18%	31
2021 Q3	$1.05M	Hold	17,058	–	–	0.12%	30
2021 Q2	$886K	Hold	17,058	–	–	0.1%	32
2021 Q1	$740K	Buy	+17,058	New	+$752K	0.09%	33

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

NYL Investors's EXE Position: Q1 2026 in Review

NYL Investors sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 170,590 shares — an estimated $18.8M sold.

NYL Investors first reported a position in EXE in Q1 2021 and held it in 20 quarters. The position peaked at $18.8M in Q4 2025. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

NYL Investors reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
NYL Investors sold 170,590 Expand Energy Corp shares in Q1 2026, an estimated $18.8M.
NYL Investors first reported a position in Expand Energy Corp in Q1 2021 and held it in 20 quarters.
NYL Investors's Expand Energy Corp position peaked at $18.8M in Q4 2025.
898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on NYL Investors's 13F filing for Q1 2026, filed 7 May 2026.