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	$18.2K	Hold	200	–	–	﹤0.01%	8211
2026 Q1	$22K	Sell	200 -22,300	-99%	-$2.38M	﹤0.01%	7866
2025 Q4	$2.48M	Buy	+22,500	New	+$2.5M	﹤0.01%	4763
2025 Q3	–	Sell	-229,000	Closed	-$26.8M	–	11190
2025 Q2	$26.8M	Buy	+229,000	New	+$25.6M	﹤0.01%	2080
2024 Q2	–	Sell	-377,500	Closed	-$33.5M	–	10244
2024 Q1	$33.5M	Buy	+377,500	New	+$30.3M	0.01%	1312
2023 Q1	–	Sell	-50,000	Closed	-$4.72M	–	10546
2022 Q4	$4.72M	Buy	+50,000	New	+$4.95M	﹤0.01%	2554

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.