Vontobel Holding’s Expand Energy Corp EXE Stock Holding History

Vontobel Holding’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 Q3	$1.29M	Buy	15,345 +269	+2%	+$24.8K	﹤0.01%	743
2026 Q2	$1.37M	Sell	15,076 -37	-0.2%	-$3.51K	﹤0.01%	715
2026 Q1	$1.66M	Buy	15,113 +3,928	+35%	+$419K	0.01%	558
2025 Q4	$1.23M	Sell	11,185 -3,394	-23%	-$376K	﹤0.01%	702
2025 Q3	$1.55M	Buy	14,579 +8,635	+145%	+$867K	﹤0.01%	613
2025 Q2	$695K	Buy	+5,944	New	+$663K	﹤0.01%	798
2023 Q2	–	Sell	-3,188	Closed	-$242K	–	1164
2023 Q1	$242K	Sell	3,188 -3,008	-49%	-$248K	﹤0.01%	942
2022 Q4	$585K	Buy	6,196 +1,073	+21%	+$106K	0.01%	715
2022 Q3	$483K	Buy	5,123 +2,105	+70%	+$198K	0.01%	730
2022 Q2	$245K	Buy	+3,018	New	+$273K	﹤0.01%	889

Other funds holding EXE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vontobel Holding's EXE Position: Q3 2026 in Review

Vontobel Holding increased its Expand Energy Corp (EXE) stake by 1.8% in Q3 2026, buying an estimated $24.8K and bringing the position to 15,345 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Vontobel Holding first reported a position in EXE in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.66M in Q1 2026. 667 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Vontobel Holding held 15,345 shares of Expand Energy Corp worth $1.29M as of Q3 2026.
Vontobel Holding bought 269 Expand Energy Corp shares in Q3 2026, an estimated $24.8K.
Expand Energy Corp made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #743 holding.
Vontobel Holding first reported a position in Expand Energy Corp in Q2 2022 and has held it in 10 quarters since.
Vontobel Holding's Expand Energy Corp position peaked at $1.66M in Q1 2026.
667 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.