UBS Group’s Expand Energy Corp EXE Stock Holding History

UBS Group’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	–	Sell	-35,800	Closed	-$3.93M	–	11273
2026 Q1	$3.93M	Buy	+35,800	New	+$3.82M	﹤0.01%	4315
2025 Q3	–	Sell	-21,586	Closed	-$2.52M	–	11189
2025 Q2	$2.52M	Sell	21,586 -70,000	-76%	-$7.81M	﹤0.01%	4573
2025 Q1	$10.2M	Sell	91,586 -146,600	-62%	-$15.3M	﹤0.01%	3017
2024 Q4	$23.7M	Buy	238,186 +216,600	+1,003%	+$20M	﹤0.01%	2155
2024 Q3	$1.78M	Sell	21,586 -23,774	-52%	-$1.82M	﹤0.01%	4121
2024 Q2	$3.73M	Hold	45,360	–	–	﹤0.01%	3139
2024 Q1	$4.03M	Hold	45,360	–	–	﹤0.01%	3193
2023 Q4	$3.49M	Buy	+45,360	New	+$3.72M	﹤0.01%	3164

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 $3.37T AUM 44.26% 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

UBS Group's EXE Position: Q2 2026 in Review

UBS Group increased its Expand Energy Corp (EXE) stake by 74% in Q2 2026, buying an estimated $96.5M and bringing the position to 2,384,737 shares worth $217M. The position accounts for 0.03% of the portfolio, ranked #621.

UBS Group first reported a position in EXE in Q1 2021 and has held it in 22 quarters since. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

UBS Group held 2,384,737 shares of Expand Energy Corp worth $217M as of Q2 2026.
UBS Group bought 1,016,104 Expand Energy Corp shares in Q2 2026, an estimated $96.5M.
Expand Energy Corp made up 0.03% of UBS Group's portfolio in Q2 2026, its #621 holding.
UBS Group first reported a position in Expand Energy Corp in Q1 2021 and has held it in 22 quarters since.
852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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