Union Bancaire Privee’s Expand Energy Corp EXE Stock Holding History

Union Bancaire Privee’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	$18.5K	Sell	242 -25,326	-99%	-$2.41M	﹤0.01%	468
2026 Q1	$2.56M	Sell	25,568 -3,362	-12%	-$359K	0.04%	198
2025 Q4	$3.59M	Buy	28,930 +15,833	+121%	+$1.76M	0.04%	175
2025 Q3	$1.92M	Sell	13,097 -4,961	-27%	-$498K	0.03%	205
2025 Q2	$1.78M	Buy	18,058 +10,759	+147%	+$1.2M	0.03%	208
2025 Q1	$720K	Sell	7,299 -6,393	-47%	-$665K	0.01%	279
2024 Q4	$1.26M	Buy	+13,692	New	+$1.26M	0.02%	253

Other funds holding EXE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCP

TMB Capital Partners Little Rock, Arkansas $321M AUM

Union Bancaire Privee's EXE Position: Q2 2026 in Review

Union Bancaire Privee reduced its Expand Energy Corp (EXE) stake by 99% in Q2 2026, selling an estimated $2.41M and leaving 242 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Union Bancaire Privee first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.59M in Q4 2025. 262 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Union Bancaire Privee held 242 shares of Expand Energy Corp worth $18.5K as of Q2 2026.
Union Bancaire Privee sold 25,326 Expand Energy Corp shares in Q2 2026, an estimated $2.41M.
Expand Energy Corp made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #468 holding.
Union Bancaire Privee first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's Expand Energy Corp position peaked at $3.59M in Q4 2025.
262 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.