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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 854 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCW Group Inc | 149,100 | $9.62M | 0.08% | +11,200+8.1% | Added |
| Key Square Capital Management LLC | 154,383 | $9.96M | 4.06% | +154,383 | New |
| Alliancebernstein L.P. | 154,414 | $9.96M | 0.00% | +34,214+28.5% | Added |
| SIR Capital Management, L.P. | 159,532 | $10.3M | 1.62% | +9,932+6.6% | Added |
| Swiss National Bank | 167,900 | $10.8M | 0.01% | +6,000+3.7% | Added |
| Allianz Asset Management GmbH | 174,714 | $11.3M | 0.01% | −20,871−10.7% | Reduced |
| Moody Aldrich Partners LLC | 180,484 | $11.6M | 1.62% | +58,830+48.4% | Added |
| Balyasny Asset Management LLC | 184,643 | $11.9M | 0.05% | +184,643 | New |
| Orbis Allan Gray Ltd | 200,353 | $12.9M | 0.10% | 00.0% | Unchanged |
| Royce & Associates LP | 203,569 | $13.1M | 0.10% | −20,600−9.2% | Reduced |
| Hodges Capital Management Inc. | 203,650 | $13.1M | 0.95% | +203,650 | New |
| Morgan Stanley | 210,253 | $13.6M | 0.00% | −40,046−16.0% | Reduced |
| First Trust Advisors LP | 214,915 | $13.9M | 0.01% | +48,651+29.3% | Added |
| California Public Employees Retirement System | 222,259 | $14.3M | 0.01% | +60,593+37.5% | Added |
| Anchorage Capital Group, L.L.C. | 225,789 | $14.6M | 0.77% | +84,550+59.9% | Added |
| Cobalt Capital Management, Inc. | 240,000 | $15.5M | 4.13% | +165,000+220.0% | Added |
| ExodusPoint Capital Management, LP | 257,250 | $16.6M | 0.20% | −30,349−10.6% | Reduced |
| Mackenzie Financial Corp | 297,720 | $19.2M | 0.03% | +229,481+336.3% | Added |
| Payden & Rygel | 304,436 | $19.6M | 0.91% | +162,036+113.8% | Added |
| Nicholas Investment Partners, LP | 309,987 | $20.0M | 1.27% | +90,442+41.2% | Added |
| Susquehanna International Group, LLP | 311,706 | $20.1M | 0.03% | +232,140+291.8% | Added |
| Electron Capital Partners, LLC | 312,761 | $20.2M | 1.07% | +312,761 | New |
| Cinctive Capital Management LP | 321,021 | $20.7M | 0.97% | +17,219+5.7% | Added |
| State of Wisconsin Investment Board | 328,535 | $21.2M | 0.04% | −8,996−2.7% | Reduced |
| Boothbay Fund Management, LLC | 339,840 | $21.9M | 0.72% | +66,894+24.5% | Added |
| Pictet Asset Management SA | 344,332 | $22.2M | 0.02% | +232,063+206.7% | Added |
| Thornburg Investment Management Inc | 345,337 | $22.3M | 0.26% | +129,525+60.0% | Added |
| River Road Asset Management, LLC | 353,089 | $22.8M | 0.24% | +353,089 | New |
| UBS Asset Management Americas Inc | 361,940 | $23.4M | 0.01% | +289,017+396.3% | Added |
| Bank of America Corp | 399,198 | $25.8M | 0.00% | +232,358+139.3% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 400,000 | $25.8M | 0.66% | −24,000−5.7% | Reduced |
| Ameriprise Financial Inc | 457,050 | $29.5M | 0.01% | +73,952+19.3% | Added |
| Key Group Holdings (Cayman), Ltd. | 650,938 | $31.1M | 3.17% | +402,830+162.4% | Added |
| Brandes Investment Partners, LP | 519,836 | $33.5M | 0.73% | −606,297−53.8% | Reduced |
| Alta Fundamental Advisers LLC | 523,940 | $33.8M | 11.59% | −21,000−3.9% | Reduced |
| CarVal Investors, LP | 524,790 | $33.9M | 37.58% | −200,000−27.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 539,744 | $34.8M | 0.48% | +539,744 | New |
| Brigade Capital Management, LP | 550,168 | $35.5M | 6.64% | −397,617−42.0% | Reduced |
| JPMorgan Chase & Co | 628,576 | $40.6M | 0.01% | +312,502+98.9% | Added |
| Citadel Advisors LLC | 629,949 | $40.6M | 0.04% | +281,045+80.6% | Added |
| Macquarie Group Ltd | 641,445 | $41.4M | 0.03% | +381,618+146.9% | Added |
| Millennium Management LLC | 666,934 | $43.0M | 0.05% | +196,997+41.9% | Added |
| Victory Capital Management Inc | 693,330 | $44.7M | 0.04% | −16,168−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 776,910 | $50.1M | 0.01% | +59,527+8.3% | Added |
| Nuveen Asset Management, LLC | 806,945 | $52.1M | 0.02% | +150,090+22.8% | Added |
| Cannell Peter B & Co Inc | 839,389 | $54.2M | 1.53% | +839,389 | New |
| Sourcerock Group LLC | 878,686 | $56.7M | 15.22% | +522,686+146.8% | Added |
| Northern Trust Corp | 1,015,558 | $65.5M | 0.01% | +44,983+4.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,093,554 | $70.6M | 0.13% | −237,796−17.9% | Reduced |
| Invesco Ltd. | 1,391,177 | $89.8M | 0.02% | +407,141+41.4% | Added |
| Dimensional Fund Advisors LP | 1,436,478 | $92.7M | 0.03% | +221,909+18.3% | Added |
| Bank of New York Mellon Corp | 1,456,305 | $94.0M | 0.02% | +241,180+19.8% | Added |
| Geode Capital Management, LLC | 1,849,314 | $119.3M | 0.01% | +95,686+5.5% | Added |
| State Street Corp | 1,879,008 | $121.2M | 0.01% | +120,653+6.9% | Added |
| Lord, Abbett & Co. LLC | 1,935,758 | $124.9M | 0.28% | +186,244+10.6% | Added |
| Ruffer LLP | 2,432,851 | $162.3M | 3.91% | −96,728−3.8% | Reduced |
| Glendon Capital Management LP | 3,184,006 | $205.2M | 10.80% | +189,061+6.3% | Added |
| Slate Path Capital LP | 3,328,000 | $214.7M | 11.25% | +476,000+16.7% | Added |
| Wellington Management Group LLP | 4,615,658 | $297.8M | 0.05% | +681,284+17.3% | Added |
| Franklin Resources Inc | 5,017,023 | $323.7M | 0.12% | +1,4640.0% | Added |
| D. E. Shaw & Co., Inc. | 5,231,840 | $337.6M | 0.41% | −339,194−6.1% | Reduced |
| FMR LLC | 5,292,413 | $341.5M | 0.03% | −37,818−0.7% | Reduced |
| BlackRock Inc. | 9,499,503 | $612.9M | 0.02% | +987,188+11.6% | Added |
| Vanguard Group Inc | 9,679,571 | $624.5M | 0.01% | +1,001,677+11.5% | Added |
| Capital World Investors | 10,958,998 | $707.1M | 0.11% | +861,997+8.5% | Added |
| Prudential Financial Inc | 11,494,685 | $741.6M | 0.92% | −295,780−2.5% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 12,001,153 | $774.3M | 8.96% | +62,036+0.5% | Added |
| Blackstone Group Inc. | 13,017,649 | $839.9M | 2.11% | +13,017,649 | New |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −598,721−100.0% | Sold out |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −465,214−100.0% | Sold out |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −311,500−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −270,667−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −175,418−100.0% | Sold out |
| Paragon Associates & Paragon Associates II Joint Venture | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −62,405−100.0% | Sold out |
| Raffles Associates LP | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −29,424−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −25,943−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,631−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,175−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −16,488−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −16,169−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,347−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −14,767−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,606−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −8,849−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,831−100.0% | Sold out |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −6,962−100.0% | Sold out |
| Poplar Forest Capital LLC | 0 | $0 | 0.00% | −6,767−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,983−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −3,411−100.0% | Sold out |
| Sphinx Trading, LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cambridge Associates LLC | 0 | $0 | 0.00% | −350,871−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −39−100.0% | Sold out |