Bank of Montreal
EXE

Bank of Montreal’s Expand Energy Corp EXE Stock Holding History

Bank of Montreal’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 		$22M Sell
200,808
-21,487
-10% -$2.29M 0.01% 805
2025
Q4 		$24.5M Buy
222,295
+14,070
+7% +$1.56M 0.01% 787
2025
Q3 		$22.1M Sell
208,225
-73,606
-26% -$7.39M 0.01% 739
2025
Q2 		$33M Sell
281,831
-2,207
-0.8% -$246K 0.02% 571
2025
Q1 		$31.6M Buy
284,038
+113,429
+66% +$11.8M 0.02% 558
2024
Q4 		$17M Buy
170,609
+111,984
+191% +$10.3M 0.01% 808
2024
Q3 		$4.84M Buy
58,625
+7,491
+15% +$572K ﹤0.01% 1328
2024
Q2 		$4.61M Sell
51,134
-3,433
-6% -$303K ﹤0.01% 1293
2024
Q1 		$4.85M Buy
54,567
+14,428
+36% +$1.16M ﹤0.01% 1237
2023
Q4 		$3.28M Sell
40,139
-4,304
-10% -$353K ﹤0.01% 1459
2023
Q3 		$3.8M Buy
44,443
+9,246
+26% +$785K ﹤0.01% 1387
2023
Q2 		$2.95M Sell
35,197
-1,573
-4% -$126K ﹤0.01% 1605
2023
Q1 		$2.8M Sell
36,770
-6,797
-16% -$559K ﹤0.01% 1517
2022
Q4 		$4.26M Sell
43,567
-1,061
-2% -$105K ﹤0.01% 1383
2022
Q3 		$4.67K Buy
44,628
+21,121
+90% +$1.98M ﹤0.01% 1388
2022
Q2 		$2.09K Sell
23,507
-13,914
-37% -$1.26M ﹤0.01% 1872
2022
Q1 		$3.31M Buy
37,421
+28,289
+310% +$2.08M ﹤0.01% 1660
2021
Q4 		$600K Buy
+9,132
New +$579K ﹤0.01% 2265
2021
Q3 		– Sell
-7,503
Closed -$382K – 3972
2021
Q2 		$382K Buy
+7,503
New +$375K ﹤0.01% 2970

Other funds holding EXE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $5.91B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return