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 		$2.2M Buy
+20,000
New +$2.14M ﹤0.01% 1624

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of Montreal's EXE Position: Q1 2026 in Review

Bank of Montreal reduced its Expand Energy Corp (EXE) stake by 9.7% in Q1 2026, selling an estimated $2.29M and leaving 200,808 shares worth $22M. The position accounts for 0.01% of the portfolio, ranked #805.

Bank of Montreal first reported a position in EXE in Q2 2021 and has held it in 19 quarters since. The position peaked at $33M in Q2 2025. 894 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Bank of Montreal held 200,808 shares of Expand Energy Corp worth $22M as of Q1 2026.
  • Bank of Montreal sold 21,487 Expand Energy Corp shares in Q1 2026, an estimated $2.29M.
  • Expand Energy Corp made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #805 holding.
  • Bank of Montreal first reported a position in Expand Energy Corp in Q2 2021 and has held it in 19 quarters since.
  • Bank of Montreal's Expand Energy Corp position peaked at $33M in Q2 2025.
  • 894 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.