Bank Julius Baer & Co
EXE

Bank Julius Baer & Co’s Expand Energy Corp EXE Stock Holding History

Bank Julius Baer & Co’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 		$47.9M Buy
528,025
+10,605
+2% +$1.01M 0.12% 120
2026
Q1 		$57.1M Buy
517,420
+2,509
+0.5% +$268K 0.17% 108
2025
Q4 		$57.2M Buy
+514,911
New +$57.1M 0.16% 108

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

Bank Julius Baer & Co's EXE Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Expand Energy Corp (EXE) stake by 2% in Q2 2026, buying an estimated $1.01M and bringing the position to 528,025 shares worth $47.9M. The position accounts for 0.12% of the portfolio, ranked #120.

Bank Julius Baer & Co first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $57.2M in Q4 2025. 850 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Bank Julius Baer & Co held 528,025 shares of Expand Energy Corp worth $47.9M as of Q2 2026.
  • Bank Julius Baer & Co bought 10,605 Expand Energy Corp shares in Q2 2026, an estimated $1.01M.
  • Expand Energy Corp made up 0.12% of Bank Julius Baer & Co's portfolio in Q2 2026, its #120 holding.
  • Bank Julius Baer & Co first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • Bank Julius Baer & Co's Expand Energy Corp position peaked at $57.2M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.