Expand Energy Corp
EXE- Exchange
- Nasdaq
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000895126
No open-market purchases or sales by Expand Energy Corp insiders were filed in the last 90 days; 853 institutions reported holding it in 13F filings for Q2 2026, worth $20.0B in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Expand Energy Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 170
- +52 vs. Q1 2021
- Shares held
- 108.6M
- +14.5M (+15.4%) vs. Q1 2021
- Total value
- $5.64B
- +$1.56B (+38.1%) vs. Q1 2021
- New holders
- 84
- 32 more added
- Sold out
- 32
- 35 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 853 | $20.0B |
| Q1 2026 | 899 | $24.0B |
| Q4 2025 | 871 | $24.6B |
| Q3 2025 | 764 | $23.7B |
| Q2 2025 | 812 | $25.2B |
| Q1 2025 | 737 | $24.7B |
| Q4 2024 | 641 | $22.6B |
| Q3 2024 | 467 | $12.9B |
| Q2 2024 | 470 | $11.8B |
| Q1 2024 | 495 | $12.6B |
| Q4 2023 | 467 | $10.2B |
| Q3 2023 | 479 | $11.8B |
| Q2 2023 | 457 | $10.9B |
| Q1 2023 | 459 | $9.73B |
| Q4 2022 | 491 | $12.3B |
| Q3 2022 | 436 | $12.3B |
| Q2 2022 | 386 | $10.8B |
| Q1 2022 | 345 | $12.1B |
| Q4 2021 | 268 | $8.47B |
| Q3 2021 | 209 | $6.79B |
| Q2 2021 | 170 | $5.64B |
| Q1 2021 | 118 | $4.08B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 39 | $2.00K | 0.00% | +39 | New |
| Anchor Investment Management, LLC | 50 | $2.60K | 0.00% | −9−15.3% | Reduced |
| Wolff Wiese Magana LLC | 107 | $6.00K | 0.00% | +107 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 195 | $10.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $13.0K | 0.00% | −95−27.5% | Reduced |
| Advisory Services Network, LLC | 261 | $14.0K | 0.00% | +261 | New |
| Kistler-Tiffany Companies, LLC | 283 | $15.0K | 0.00% | +283 | New |
| Advisor Group Holdings, Inc. | 369 | $19.0K | 0.00% | +311+536.2% | Added |
| Westside Investment Management, Inc. | 515 | $26.0K | 0.00% | +15+3.0% | Added |
| Algebris (UK) Ltd | 586 | $30.0K | 0.02% | +586 | New |
| Nisa Investment Advisors, LLC | 610 | $32.0K | 0.00% | +610 | New |
| Loomis Sayles & Co L P | 678 | $35.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 1,002 | $52.0K | 0.02% | −21−2.1% | Reduced |
| First Mercantile Trust Co | 1,041 | $54.0K | 0.01% | +1,041 | New |
| Exos Asset Management LLC | 1,055 | $55.0K | 0.03% | +1,055 | New |
| First Eagle Investment Management, LLC | 1,166 | $61.0K | 0.00% | +1,166 | New |
| Pinz Capital Management, LP | 1,897 | $98.0K | 0.03% | +1,897 | New |
| Cutler Group LP | 2,046 | $106.0K | 0.01% | +1,446+241.0% | Added |
| UBS Group AG | 2,343 | $122.0K | 0.00% | +2,205+1,597.8% | Added |
| Alpha Paradigm Partners, LLC | 2,584 | $134.0K | 0.05% | +2,584 | New |
| Simplex Trading, LLC | 3,983 | $206.0K | 0.01% | −593−13.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,012 | $208.0K | 0.00% | +4,012 | New |
| Mirabella Financial Services LLP | 4,009 | $208.0K | 0.04% | +4,009 | New |
| SG Americas Securities, LLC | 4,116 | $214.0K | 0.00% | +4,116 | New |
| Jefferies Group LLC | 4,182 | $217.1K | 0.00% | +4,182 | New |
| Cim Investment Mangement Inc | 4,646 | $241.0K | 0.07% | +4,646 | New |
| Agf Investments Inc. | 4,694 | $244.0K | 0.00% | +4,694 | New |
| Merewether Investment Management, LP | 4,718 | $245.0K | 0.04% | −460,288−99.0% | Reduced |
| Southport Management, L.L.C. | 5,000 | $259.6K | 0.88% | +5,000 | New |
| Martingale Asset Management L P | 5,013 | $261.0K | 0.00% | +5,013 | New |
| HSBC Holdings PLC | 5,147 | $262.0K | 0.00% | +5,147 | New |
| Quantedge Capital Pte Ltd | 5,300 | $275.0K | 0.13% | +5,300 | New |
| Neo Ivy Capital Management | 5,369 | $279.0K | 0.28% | +5,369 | New |
| Xponance, Inc. | 5,411 | $281.0K | 0.01% | +5,411 | New |
| Stifel Financial Corp | 5,498 | $285.0K | 0.00% | +5,498 | New |
| Shell Asset Management Co | 5,865 | $305.0K | 0.01% | +5,865 | New |
| Shay Capital LLC | 5,921 | $307.0K | 0.07% | +5,921 | New |
| AQR Capital Management LLC | 6,316 | $328.0K | 0.00% | +6,316 | New |
| Citigroup Inc | 6,487 | $337.0K | 0.00% | +6,427+10,711.7% | Added |
| Poplar Forest Capital LLC | 6,767 | $351.0K | 0.03% | +6,767 | New |
| Freestone Capital Holdings, LLC | 7,000 | $363.0K | 0.02% | −7,000−50.0% | Reduced |
| Bank of Montreal | 7,503 | $382.0K | 0.00% | +7,503 | New |
| DuPont Capital Management Corp | 7,389 | $384.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,748 | $402.0K | 0.01% | +7,748 | New |
| Diametric Capital, LP | 7,883 | $409.0K | 0.30% | −1,453−15.6% | Reduced |
| Royal Bank of Canada | 8,390 | $435.0K | 0.00% | +8,384+139,733.3% | Added |
| State Board of Administration of Florida Retirement System | 9,023 | $468.0K | 0.00% | +9,023 | New |
| Teacher Retirement System of Texas | 9,456 | $491.0K | 0.00% | +9,456 | New |
| Deltec Asset Management LLC | 9,589 | $498.0K | 0.07% | 00.0% | Unchanged |
| STRS Ohio | 9,900 | $514.0K | 0.00% | +9,900 | New |
| Dynamic Technology Lab Private Ltd | 10,520 | $546.0K | 0.05% | +10,520 | New |
| SEI Investments Co | 10,945 | $568.0K | 0.00% | −89−0.8% | Reduced |
| Principal Financial Group Inc | 11,403 | $592.0K | 0.00% | +11,403 | New |
| Los Angeles Capital Management LLC | 11,666 | $606.0K | 0.00% | +11,666 | New |
| Legal & General Group Plc | 12,816 | $665.0K | 0.00% | +12,816 | New |
| Amalgamated Bank | 13,344 | $693.0K | 0.01% | +13,344 | New |
| Caxton Associates LP | 14,000 | $727.0K | 0.09% | +14,000 | New |
| Employees Retirement System of Texas | 16,377 | $850.0K | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 16,948 | $880.0K | 0.00% | 00.0% | Unchanged |
| NYL Investors LLC | 17,058 | $886.0K | 0.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,295 | $898.0K | 0.00% | −69,691−80.1% | Reduced |
| Shenkman Capital Management Inc | 19,074 | $990.0K | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,317 | $1.00M | 0.00% | +19,317 | New |
| Arizona State Retirement System | 19,960 | $1.04M | 0.01% | +19,960 | New |
| Jupiter Asset Management Ltd | 20,423 | $1.06M | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 23,100 | $1.20M | 0.17% | +23,100 | New |
| Central Trust Co | 24,879 | $1.29M | 0.05% | +24,879 | New |
| Rock Creek Group, LP | 25,000 | $1.30M | 0.19% | +25,000 | New |
| Voss Capital, LLC | 25,000 | $1.30M | 0.54% | +25,000 | New |
| ProShare Advisors LLC | 25,636 | $1.33M | 0.00% | +25,636 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,660 | $1.38M | 0.01% | +26,660 | New |
| AMP Capital Investors Ltd | 27,275 | $1.42M | 0.01% | +12,156+80.4% | Added |
| Metropolitan Life Insurance Co | 27,317 | $1.42M | 0.02% | +27,317 | New |
| Invesco Ltd. | 32,855 | $1.71M | 0.00% | +32,855 | New |
| MetLife Investment Management | 35,680 | $1.85M | 0.02% | +35,680 | New |
| Donald Smith & Co., Inc. | 38,000 | $1.97M | 0.08% | +38,000 | New |
| Voya Investment Management LLC | 38,112 | $1.98M | 0.00% | +38,112 | New |
| Teachers Retirement System of the State of Kentucky | 42,175 | $2.19M | 0.02% | +42,175 | New |
| Prescott Group Capital Management, L.L.C. | 47,000 | $2.44M | 0.69% | +47,000 | New |
| State of New Jersey Common Pension Fund D | 48,466 | $2.52M | 0.01% | +48,466 | New |
| Keeley-Teton Advisors, LLC | 49,168 | $2.55M | 0.27% | +49,168 | New |
| Walthausen & Co., LLC | 49,790 | $2.58M | 0.57% | +49,790 | New |
| Alberta Investment Management Corp | 50,000 | $2.60M | 0.02% | +50,000 | New |
| Hohimer Wealth Management, LLC | 50,592 | $2.63M | 0.54% | +7,975+18.7% | Added |
| Prelude Capital Management, LLC | 52,091 | $2.71M | 0.15% | +5,154+11.0% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 53,017 | $2.75M | 3.66% | +53,017 | New |
| Manufacturers Life Insurance Company, The | 53,060 | $2.75M | 0.00% | +53,060 | New |
| American International Group, Inc. | 55,369 | $2.88M | 0.01% | +55,369 | New |
| Arrowstreet Capital, Limited Partnership | 56,500 | $2.93M | 0.00% | +56,500 | New |
| Dimensional Fund Advisors LP | 57,067 | $2.96M | 0.00% | +57,067 | New |
| Wells Fargo & Company | 57,160 | $2.97M | 0.00% | +12,359+27.6% | Added |
| Morgan Stanley | 59,653 | $3.10M | 0.00% | −19,566−24.7% | Reduced |
| UBS Asset Management Americas Inc | 68,119 | $3.54M | 0.00% | +68,119 | New |
| Friess Associates LLC | 69,919 | $3.63M | 1.37% | +69,919 | New |
| TCW Group Inc | 79,800 | $4.14M | 0.04% | 00.0% | Unchanged |