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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vontobel Holding's EXE Position: Q1 2026 in Review

Vontobel Holding increased its Expand Energy Corp (EXE) stake by 35% in Q1 2026, buying an estimated $419K and bringing the position to 15,113 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #558.

Vontobel Holding first reported a position in EXE in Q2 2022 and has held it in 8 quarters since. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Vontobel Holding held 15,113 shares of Expand Energy Corp worth $1.66M as of Q1 2026.
Vontobel Holding bought 3,928 Expand Energy Corp shares in Q1 2026, an estimated $419K.
Expand Energy Corp made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #558 holding.
Vontobel Holding first reported a position in Expand Energy Corp in Q2 2022 and has held it in 8 quarters since.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.