UBS AM
EXE

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
Q2 		$244M Sell
2,677,536
-93,118
-3% -$8.84M 0.04% 337
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
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 $3.37T AUM 44.26% 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

UBS AM's EXE Position: Q2 2026 in Review

UBS AM reduced its Expand Energy Corp (EXE) stake by 3.4% in Q2 2026, selling an estimated $8.84M and leaving 2,677,536 shares worth $244M. The position accounts for 0.04% of the portfolio, ranked #337.

UBS AM first reported a position in EXE in Q2 2021 and has held it in 21 quarters since. The position peaked at $342M in Q1 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • UBS AM held 2,677,536 shares of Expand Energy Corp worth $244M as of Q2 2026.
  • UBS AM sold 93,118 Expand Energy Corp shares in Q2 2026, an estimated $8.84M.
  • Expand Energy Corp made up 0.04% of UBS AM's portfolio in Q2 2026, its #337 holding.
  • UBS AM first reported a position in Expand Energy Corp in Q2 2021 and has held it in 21 quarters since.
  • UBS AM's Expand Energy Corp position peaked at $342M in Q1 2025.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.