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 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 $6.73T 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

Vontobel Holding's EXE Position: Q2 2026 in Review

Vontobel Holding reduced its Expand Energy Corp (EXE) stake by 0.24% in Q2 2026, selling an estimated $3.51K and leaving 15,076 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Vontobel Holding first reported a position in EXE in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.66M in Q1 2026. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Vontobel Holding held 15,076 shares of Expand Energy Corp worth $1.37M as of Q2 2026.
Vontobel Holding sold 37 Expand Energy Corp shares in Q2 2026, an estimated $3.51K.
Expand Energy Corp made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #715 holding.
Vontobel Holding first reported a position in Expand Energy Corp in Q2 2022 and has held it in 9 quarters since.
Vontobel Holding's Expand Energy Corp position peaked at $1.66M in Q1 2026.
853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.