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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group's EXE Position: Q1 2026 in Review

UBS Group increased its Expand Energy Corp (EXE) stake by 38% in Q1 2026, buying an estimated $40.1M and bringing the position to 1,368,633 shares worth $150M. The position accounts for 0.02% of the portfolio, ranked #770.

UBS Group first reported a position in EXE in Q1 2021 and has held it in 21 quarters since. The position peaked at $213M in Q2 2025. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

UBS Group held 1,368,633 shares of Expand Energy Corp worth $150M as of Q1 2026.
UBS Group bought 375,774 Expand Energy Corp shares in Q1 2026, an estimated $40.1M.
Expand Energy Corp made up 0.02% of UBS Group's portfolio in Q1 2026, its #770 holding.
UBS Group first reported a position in Expand Energy Corp in Q1 2021 and has held it in 21 quarters since.
UBS Group's Expand Energy Corp position peaked at $213M in Q2 2025.
891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.