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
Q2 		$20.1M Buy
220,947
+20,139
+10% +$1.91M 0.01% 918
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 		$4.67M Buy
44,628
+21,121
+90% +$1.98M ﹤0.01% 1388
2022
Q2 		$2.09M 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 $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 $3.38T AUM 44.17% 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 of Montreal's EXE Position: Q2 2026 in Review

Bank of Montreal increased its Expand Energy Corp (EXE) stake by 10% in Q2 2026, buying an estimated $1.91M and bringing the position to 220,947 shares worth $20.1M. The position accounts for 0.01% of the portfolio, ranked #918.

Bank of Montreal first reported a position in EXE in Q2 2021 and has held it in 20 quarters since. The position peaked at $33M in Q2 2025. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Bank of Montreal held 220,947 shares of Expand Energy Corp worth $20.1M as of Q2 2026.
  • Bank of Montreal bought 20,139 Expand Energy Corp shares in Q2 2026, an estimated $1.91M.
  • Expand Energy Corp made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #918 holding.
  • Bank of Montreal first reported a position in Expand Energy Corp in Q2 2021 and has held it in 20 quarters since.
  • Bank of Montreal's Expand Energy Corp position peaked at $33M in Q2 2025.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.