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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; 854 institutions reported holding it in 13F filings for Q2 2026, worth $20.0B in total; Oaktree Capital is the only superinvestor holding it.

Q4 2021 vs. Q3 2021

How the institutions holding Expand Energy Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of EXE: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders2093268+62
Shares110.5M392.4K131.3M+21.1M (+19.2%)
Value$6.79B$24.2M$8.47B+$1.70B (+25.2%)

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (99)

Institutions that held Expand Energy Corp at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to EXE in Q4 2021
InstitutionSharesValue% of portfolio
Blackstone Group Inc.13,017,649$839.9M2.11%
Cannell Peter B & Co Inc839,389$54.2M1.53%
Thompson Siegel & Walmsley LLC539,744$34.8M0.48%
River Road Asset Management, LLC353,089$22.8M0.24%
Electron Capital Partners, LLC312,761$20.2M1.07%
Hodges Capital Management Inc.203,650$13.1M0.95%
Balyasny Asset Management LLC184,643$11.9M0.05%
Key Square Capital Management LLC154,383$9.96M4.06%
Amundi119,400$8.37M0.01%
Caption Management, LLC110,700$7.14M0.44%
Sagefield Capital LP100,657$6.49M2.99%
Quaker Capital Investments, LLC100,000$6.45M2.73%
BancorpSouth Bank86,665$5.59M0.70%
Healthcare of Ontario Pension Plan Trust Fund80,000$5.16M0.01%
Long Focus Capital Management, LLC80,000$5.16M1.41%
Jefferies Group LLC77,744$5.02M0.09%
Mutual of America Capital Management LLC60,289$3.89M0.04%
Allspring Global Investments Holdings, LLC55,119$3.56M0.00%
West Family Investments, Inc.50,000$3.23M0.90%
Canada Pension Plan Investment Board47,270$3.05M0.00%
Paloma Partners Management Co44,768$2.89M0.09%
SG3 Management, LLC41,937$2.71M0.27%
Zacks Investment Management37,987$2.45M0.03%
Baader Bank INC34,563$2.23M0.18%
Sona Asset Management (US) LLC30,000$1.94M1.03%
Clearbridge Investments, LLC29,613$1.91M0.00%
Twinbeech Capital LP28,310$1.83M0.10%
American Assets Investment Management, LLC25,000$1.61M0.17%
Ensign Peak Advisors, Inc20,230$1.30M0.00%
American Century Companies Inc19,492$1.26M0.00%
Monaco Asset Management SAM19,385$1.25M0.78%
Boston Partners15,886$1.02M0.00%
Byrne Asset Management LLC15,208$981.0K0.64%
CM Management, LLC15,000$968.0K0.73%
Penn Capital Management Co Inc14,377$928.0K0.09%
Engineers Gate Manager LP14,163$914.0K0.04%
Aft, Forsyth & Sober, LLC14,000$903.0K0.32%
Truist Financial Corp13,250$855.0K0.00%
Carlson Capital L P12,000$774.0K0.04%
LPL Financial LLC11,762$759.0K0.00%
Virginia Retirement Systems Et Al11,400$736.0K0.01%
Connacht Asset Management LP10,798$697.0K0.80%
SeaCrest Wealth Management, LLC9,933$641.0K0.07%
Graham Capital Management, L.P.9,619$620.0K0.03%
Brinker Capital Investments, LLC9,446$609.0K0.01%
Bank of Montreal9,132$600.0K0.00%
Eschler Asset Management LLP9,000$581.0K0.74%
Comerica Bank8,284$556.0K0.00%
Pacific Global Investment Management CO6,814$440.0K0.08%
Panagora Asset Management Inc6,529$421.0K0.00%
Agf Investments Inc.6,335$409.0K0.00%
Easterly Investment Partners LLC6,084$393.0K0.03%
Laurion Capital Management LP5,864$378.0K0.01%
Independent Advisor Alliance5,562$359.0K0.02%
LSV Asset Management5,000$323.0K0.00%
Acadian Asset Management LLC4,858$313.0K0.00%
Raymond James Financial Services Advisors, Inc.4,837$312.0K0.00%
Confluence Investment Management LLC4,437$286.0K0.00%
Morse Asset Management, Inc4,000$258.0K0.06%
Profund Advisors LLC3,553$229.0K0.01%
Dakota Wealth Management3,550$229.0K0.02%
Oppenheimer Asset Management Inc.3,455$223.0K0.00%
Fort Washington Investment Advisors Inc3,414$220.0K0.00%
Gsa Capital Partners LLP3,364$217.0K0.03%
Skandinaviska Enskilda Banken AB (publ)3,000$193.0K0.00%
Gladius Capital Management LP2,662$172.0K0.06%
Federated Hermes, Inc.2,477$160.0K0.00%
Ci Investments Inc.1,983$128.0K0.00%
Tower Research Capital LLC (TRC)1,191$77.0K0.00%
Settian Capital LP1,200$77.0K0.07%
Harvest Fund Management Co., Ltd1,055$68.0K0.01%
Spire Wealth Management998$64.0K0.00%
Signaturefd, LLC975$63.0K0.00%
American Portfolios Advisors952$61.4K0.00%
HN Saltoro Capital, LP843$54.0K0.05%
Patriot Financial Group Insurance Agency, LLC606$39.0K0.01%
Smith Group Asset Management, LLC530$34.0K0.00%
Future Financial Wealth Managment LLC500$33.0K0.03%
Retirement Planning Co of New England, Inc.331$21.0K0.01%
Carolinas Wealth Consulting LLC303$20.0K0.00%
Newbridge Financial Services Group, Inc.150$10.0K0.00%
Fortitude Advisory Group L.L.C.152$10.0K0.01%
Covestor Ltd112$7.00K0.01%
Huntington National Bank100$6.00K0.00%
Wolverine Asset Management LLC108$6.00K0.00%
AdvisorNet Financial, Inc87$6.00K0.00%
NVWM, LLC100$6.00K0.00%
AGF Investments LLC71$5.00K0.00%
Bell Investment Advisors, Inc40$3.00K0.00%
Credit Agricole S A33$2.00K0.00%
Federation des caisses Desjardins du Quebec30$1.94K0.00%
Proequities, Inc.19$1.00K0.00%
CWM, LLC10$1.00K0.00%
CoreCap Advisors, LLC6$1.00K0.00%
Stephens Consulting, LLC1$650.00%
Gradient Investments LLC1$00.00%
JFS Wealth Advisors, LLC6$00.00%
Accel Wealth Management4$00.00%
Schubert & Co5$00.00%

Sold out (37)

Institutions that held Expand Energy Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (3)

Institutions that held Expand Energy Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EXE in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.391,000$24.1M
First Mercantile Trust Co1,360$84.0K
Berman Capital Advisors, LLC65$4.00K