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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; 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, Q4 2021

Institutional positions in Expand Energy Corp as of Dec 31, 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
268
+62 vs. Q3 2021
Shares held
131.3M
+21.1M (+19.2%) vs. Q3 2021
Total value
$8.47B
+$1.70B (+25.2%) vs. Q3 2021
New holders
99
110 more added
Sold out
37
45 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 268 institutions
Q1 2021: 118 institutionsQ2 2021: 170 institutionsQ3 2021: 209 institutionsQ4 2021: 268 institutionsQ1 2022: 345 institutionsQ2 2022: 386 institutionsQ3 2022: 436 institutionsQ4 2022: 491 institutionsQ1 2023: 459 institutionsQ2 2023: 457 institutionsQ3 2023: 479 institutionsQ4 2023: 467 institutionsQ1 2024: 495 institutionsQ2 2024: 470 institutionsQ3 2024: 467 institutionsQ4 2024: 641 institutionsQ1 2025: 737 institutionsQ2 2025: 812 institutionsQ3 2025: 764 institutionsQ4 2025: 871 institutionsQ1 2026: 899 institutionsQ2 2026: 853 institutions
Value heldQ4 2021: $8.47B
Q1 2021: $4.08BQ2 2021: $5.64BQ3 2021: $6.79BQ4 2021: $8.47BQ1 2022: $12.1BQ2 2022: $10.8BQ3 2022: $12.3BQ4 2022: $12.3BQ1 2023: $9.73BQ2 2023: $10.9BQ3 2023: $11.8BQ4 2023: $10.2BQ1 2024: $12.6BQ2 2024: $11.8BQ3 2024: $12.9BQ4 2024: $22.6BQ1 2025: $24.7BQ2 2025: $25.2BQ3 2025: $23.7BQ4 2025: $24.6BQ1 2026: $24.0BQ2 2026: $20.0B
Institutions holding EXE and their total value by quarter
QuarterHoldersValue
Q2 2026853$20.0B
Q1 2026899$24.0B
Q4 2025871$24.6B
Q3 2025764$23.7B
Q2 2025812$25.2B
Q1 2025737$24.7B
Q4 2024641$22.6B
Q3 2024467$12.9B
Q2 2024470$11.8B
Q1 2024495$12.6B
Q4 2023467$10.2B
Q3 2023479$11.8B
Q2 2023457$10.9B
Q1 2023459$9.73B
Q4 2022491$12.3B
Q3 2022436$12.3B
Q2 2022386$10.8B
Q1 2022345$12.1B
Q4 2021268$8.47B
Q3 2021209$6.79B
Q2 2021170$5.64B
Q1 2021118$4.08B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2021.

Institutions holding EXE in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
The PNC Financial Services Group, Inc.5$00.00%00.0%Unchanged
North Star Investment Management Corp.2$00.00%00.0%Unchanged
Quadrant Capital Group LLC5$00.00%00.0%Unchanged
Gradient Investments LLC1$00.00%+1New
JFS Wealth Advisors, LLC6$00.00%+6New
Accel Wealth Management4$00.00%+4New
Schubert & Co5$00.00%+5New
Stephens Consulting, LLC1$650.00%+1New
Glassman Wealth Services10$1.00K0.00%00.0%Unchanged
Proequities, Inc.19$1.00K0.00%+19New
Highlander Capital Management, LLC10$1.00K0.00%+2+25.0%Added
CWM, LLC10$1.00K0.00%+10New
CoreCap Advisors, LLC6$1.00K0.00%+6New
Federation des caisses Desjardins du Quebec30$1.94K0.00%+30New
Activest Wealth Management24$2.00K0.00%+5+26.3%Added
Credit Agricole S A33$2.00K0.00%+33New
Cutler Group LP55$3.00K0.00%−891−94.2%Reduced
Bell Investment Advisors, Inc40$3.00K0.00%+40New
Anchor Investment Management, LLC65$4.19K0.00%+15+30.0%Added
AGF Investments LLC71$5.00K0.00%+71New
Huntington National Bank100$6.00K0.00%+100New
Wolverine Asset Management LLC108$6.00K0.00%+108New
AdvisorNet Financial, Inc87$6.00K0.00%+87New
NVWM, LLC100$6.00K0.00%+100New
Covestor Ltd112$7.00K0.01%+112New
Wolff Wiese Magana LLC144$9.00K0.01%+38+35.8%Added
Newbridge Financial Services Group, Inc.150$10.0K0.00%+150New
Fortitude Advisory Group L.L.C.152$10.0K0.01%+152New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main195$12.5K0.00%00.0%Unchanged
Geneos Wealth Management Inc.306$19.0K0.00%+75+32.5%Added
Carolinas Wealth Consulting LLC303$20.0K0.00%+303New
Retirement Planning Co of New England, Inc.331$21.0K0.01%+331New
Kistler-Tiffany Companies, LLC363$23.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.520$33.0K0.00%+5+1.0%Added
Future Financial Wealth Managment LLC500$33.0K0.03%+500New
Smith Group Asset Management, LLC530$34.0K0.00%+530New
Patriot Financial Group Insurance Agency, LLC606$39.0K0.01%+606New
HN Saltoro Capital, LP843$54.0K0.05%+843New
Loomis Sayles & Co L P867$56.0K0.00%+189+27.9%Added
American Portfolios Advisors952$61.4K0.00%+952New
Signaturefd, LLC975$63.0K0.00%+975New
Spire Wealth Management998$64.0K0.00%+998New
Harvest Fund Management Co., Ltd1,055$68.0K0.01%+1,055New
Pinnacle Holdings, LLC1,102$71.1K0.03%+100+10.0%Added
Tower Research Capital LLC (TRC)1,191$77.0K0.00%+1,191New
Settian Capital LP1,200$77.0K0.07%+1,200New
Advisor Group Holdings, Inc.1,378$89.0K0.00%−458−24.9%Reduced
Ci Investments Inc.1,983$128.0K0.00%+1,983New
Nisa Investment Advisors, LLC2,170$148.0K0.00%+1,560+255.7%Added
Federated Hermes, Inc.2,477$160.0K0.00%+2,477New
Gladius Capital Management LP2,662$172.0K0.06%+2,662New
Friess Associates LLC2,970$192.0K0.08%−68,885−95.9%Reduced
Skandinaviska Enskilda Banken AB (publ)3,000$193.0K0.00%+3,000New
Tudor Investment Corp Et Al3,267$211.0K0.00%−79,077−96.0%Reduced
Gsa Capital Partners LLP3,364$217.0K0.03%+3,364New
Fort Washington Investment Advisors Inc3,414$220.0K0.00%+3,414New
Oppenheimer Asset Management Inc.3,455$223.0K0.00%+3,455New
Profund Advisors LLC3,553$229.0K0.01%+3,553New
Dakota Wealth Management3,550$229.0K0.02%+3,550New
Blueshift Asset Management, LLC3,645$235.0K0.02%−2,285−38.5%Reduced
Jump Financial, LLC3,935$254.0K0.02%−244−5.8%Reduced
Morse Asset Management, Inc4,000$258.0K0.06%+4,000New
Confluence Investment Management LLC4,437$286.0K0.00%+4,437New
Cim Investment Mangement Inc4,646$300.0K0.09%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.4,837$312.0K0.00%+4,837New
Acadian Asset Management LLC4,858$313.0K0.00%+4,858New
Xponance, Inc.4,980$321.0K0.01%+334+7.2%Added
LSV Asset Management5,000$323.0K0.00%+5,000New
CIBC Asset Management Inc5,100$329.0K0.00%+1,170+29.8%Added
Deltec Asset Management LLC5,154$333.0K0.05%+154+3.1%Added
Captrust Financial Advisors5,365$346.0K0.00%+3,899+266.0%Added
Independent Advisor Alliance5,562$359.0K0.02%+5,562New
Wolverine Trading, LLC5,847$376.0K0.01%−9,249−61.3%Reduced
Laurion Capital Management LP5,864$378.0K0.01%+5,864New
Easterly Investment Partners LLC6,084$393.0K0.03%+6,084New
Shay Capital LLC6,100$394.0K0.15%+2,600+74.3%Added
Agf Investments Inc.6,335$409.0K0.00%+6,335New
Panagora Asset Management Inc6,529$421.0K0.00%+6,529New
Public Employees Retirement System of Ohio6,629$428.0K0.00%+1,177+21.6%Added
Pacific Global Investment Management CO6,814$440.0K0.08%+6,814New
DuPont Capital Management Corp7,389$477.0K0.02%00.0%Unchanged
LMR Partners LLP7,757$500.0K0.01%−13,423−63.4%Reduced
Public Employees Retirement Association of Colorado8,040$519.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.8,126$524.0K0.02%+401+5.2%Added
Jane Street Group, LLC8,310$536.0K0.00%−19,696−70.3%Reduced
Comerica Bank8,284$556.0K0.00%+8,284New
X-Square Capital, LLC8,651$558.0K0.28%−499−5.5%Reduced
Eschler Asset Management LLP9,000$581.0K0.74%+9,000New
Schroder Investment Management Group9,100$587.0K0.00%+6,277+222.4%Added
Bank of Montreal9,132$600.0K0.00%+9,132New
Brinker Capital Investments, LLC9,446$609.0K0.01%+9,446New
Hancock Whitney Corp9,455$610.0K0.02%−65−0.7%Reduced
Graham Capital Management, L.P.9,619$620.0K0.03%+9,619New
Principal Financial Group Inc9,620$621.0K0.00%+1,277+15.3%Added
SeaCrest Wealth Management, LLC9,933$641.0K0.07%+9,933New
Connacht Asset Management LP10,798$697.0K0.80%+10,798New
Envestnet Asset Management Inc10,984$709.0K0.00%+5,415+97.2%Added
Shell Asset Management Co11,069$714.0K0.01%+1,920+21.0%Added
Virginia Retirement Systems Et Al11,400$736.0K0.01%+11,400New
Calamos Advisors LLC11,661$752.0K0.00%−5,867−33.5%Reduced