UBS Group’s Expion Energy, Inc. Common Stock XPON Stock Holding History

UBS Group’s Portfolio XPON Stock Details XPON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.94K	Sell	730 -334	-31%	-$2.38K	﹤0.01%	9121
2026 Q1	$7.27K	Buy	+1,064	New	+$9.63K	﹤0.01%	8600
2025 Q4	–	Sell	-70	Closed	-$1.21K	–	11255
2025 Q3	$1.21K	Sell	70 -3,029	-98%	-$47.5K	﹤0.01%	9403
2025 Q2	$33.8K	Sell	3,099 -2,095	-40%	-$22.3K	﹤0.01%	8079
2025 Q1	$58.8K	Buy	5,194 +4,494	+642%	+$73K	﹤0.01%	7454
2024 Q4	$20.1K	Buy	700 +624	+821%	+$22K	﹤0.01%	7866
2024 Q3	$4.72K	Buy	76 +62	+443%	+$25.9K	﹤0.01%	8131
2024 Q2	$16.8K	Buy	+14	New	+$30.7K	﹤0.01%	7417
2024 Q1	–	Hold	0	–	–	–	8179
2023 Q4	–	Hold	0	–	–	–	8829
2023 Q2	–	Sell	-4	Closed	-$20.9K	–	9749
2023 Q1	$20.9K	Hold	4	–	–	﹤0.01%	7042
2022 Q4	$10.5K	Buy	+4	New	+$7.66K	﹤0.01%	8500

Other funds holding XPON

KCIA

Kingsbury Capital Investment Advisors Wilmette, Illinois $118M AUM

KWM

KMT Wealth Management El Segundo, California $118M AUM 26.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

GSC

Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group's XPON Position: Q2 2026 in Review

UBS Group reduced its Expion Energy, Inc. Common Stock (XPON) stake by 31% in Q2 2026, selling an estimated $2.38K and leaving 730 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #9121.

UBS Group first reported a position in XPON in Q4 2022 and has held it in 10 quarters since. The position peaked at $58.8K in Q1 2025. 14 funds tracked by Wall St. Rank hold XPON as of Q2 2026.

UBS Group held 730 shares of Expion Energy, Inc. Common Stock worth $3.94K as of Q2 2026.
UBS Group sold 334 Expion Energy, Inc. Common Stock shares in Q2 2026, an estimated $2.38K.
Expion Energy, Inc. Common Stock made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9121 holding.
UBS Group first reported a position in Expion Energy, Inc. Common Stock in Q4 2022 and has held it in 10 quarters since.
UBS Group's Expion Energy, Inc. Common Stock position peaked at $58.8K in Q1 2025.
14 funds tracked by Wall St. Rank held Expion Energy, Inc. Common Stock as of Q2 2026.

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