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
2025 Q1	–	Sell	-21,800	Closed	-$2.17M	–	3788
2024 Q4	$2.17M	Hold	21,800	–	–	﹤0.01%	1511
2024 Q3	$1.8M	Buy	+21,800	New	+$1.66M	﹤0.01%	1742
2022 Q4	–	Sell	-32,000	Closed	-$3.35M	–	4347
2022 Q3	$3.35M	Buy	+32,000	New	+$3.01M	﹤0.01%	1566
2022 Q2	–	Sell	-20,000	Closed	-$1.77M	–	4512
2022 Q1	$1.77M	Buy	+20,000	New	+$1.47M	﹤0.01%	2006

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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.