UBS AM

UBS AM’s Expand Energy Corp EXE Stock Holding History

UBS AM’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	$304M	Buy	2,770,654 +57,451	+2%	+$6.13M	0.06%	267
2025 Q4	$299M	Sell	2,713,203 -67,105	-2%	-$7.44M	0.06%	272
2025 Q3	$295M	Sell	2,780,308 -60,566	-2%	-$6.08M	0.06%	274
2025 Q2	$332M	Sell	2,840,874 -228,729	-7%	-$25.5M	0.07%	272
2025 Q1	$342M	Buy	3,069,603 +669,018	+28%	+$69.6M	0.09%	236
2024 Q4	$239M	Buy	2,400,585 +1,943,509	+425%	+$179M	0.06%	320
2024 Q3	$37.6M	Buy	457,076 +59,149	+15%	+$4.52M	0.01%	743
2024 Q2	$32.7M	Sell	397,927 -25,700	-6%	-$2.27M	0.01%	716
2024 Q1	$37.6M	Sell	423,627 -4,047	-0.9%	-$325K	0.01%	654
2023 Q4	$32.9M	Sell	427,674 -65,214	-13%	-$5.35M	0.01%	674
2023 Q3	$42.5M	Buy	492,888 +56,522	+13%	+$4.8M	0.02%	603
2023 Q2	$33.2M	Hold	436,366	–	–	0.02%	660
2023 Q1	$33.2M	Buy	436,366 +482	+0.1%	+$39.7K	0.02%	660
2022 Q4	$41.1M	Buy	435,884 +117,510	+37%	+$11.6M	0.02%	598
2022 Q3	$30M	Sell	318,374 -26,271	-8%	-$2.47M	0.02%	667
2022 Q2	$28M	Sell	344,645 -9,658	-3%	-$873K	0.01%	662
2022 Q1	$30.8M	Sell	354,303 -7,637	-2%	-$561K	0.01%	729
2021 Q4	$23.4M	Buy	361,940 +289,017	+396%	+$18.3M	0.01%	864
2021 Q3	$4.49M	Buy	72,923 +4,804	+7%	+$269K	﹤0.01%	1395
2021 Q2	$3.54M	Buy	+68,119	New	+$3.4M	﹤0.01%	1559

Other funds holding EXE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

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