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, Q1 2022
Institutional positions in Expand Energy Corp as of Mar 31, 2022. 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
- 345
- +78 vs. Q4 2021
- Shares held
- 139.2M
- +7.92M (+6.0%) vs. Q4 2021
- Total value
- $12.1B
- +$3.63B (+42.9%) vs. Q4 2021
- New holders
- 110
- 115 more added
- Sold out
- 32
- 86 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 1 | $0 | 0.00% | −91,287−100.0% | Reduced |
| North Star Investment Management Corp. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $1.00K | 0.00% | +9+180.0% | Added |
| Versant Capital Management, Inc | 17 | $1.00K | 0.00% | +17 | New |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Activest Wealth Management | 25 | $2.00K | 0.00% | +1+4.2% | Added |
| JFS Wealth Advisors, LLC | 21 | $2.00K | 0.00% | +15+250.0% | Added |
| Meeder Asset Management Inc | 22 | $2.00K | 0.00% | +22 | New |
| Cordant, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Credit Agricole S A | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 36 | $3.00K | 0.00% | +17+89.5% | Added |
| Institutional & Family Asset Management, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Pinnacle Bancorp, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Washington Trust Advisors, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Anchor Investment Management, LLC | 49 | $4.26K | 0.00% | −16−24.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 52 | $5.00K | 0.00% | +52 | New |
| TCWP LLC | 63 | $5.00K | 0.00% | +63 | New |
| AdvisorNet Financial, Inc | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 119 | $10.0K | 0.00% | +119 | New |
| Parallel Advisors, LLC | 120 | $11.0K | 0.00% | +120 | New |
| Newbridge Financial Services Group, Inc. | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 152 | $13.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 152 | $13.0K | 0.00% | +142+1,420.0% | Added |
| Wolff Wiese Magana LLC | 180 | $16.0K | 0.01% | +36+25.0% | Added |
| Huntington National Bank | 200 | $17.0K | 0.00% | +100+100.0% | Added |
| Brown Brothers Harriman & Co | 210 | $18.0K | 0.00% | +210 | New |
| Spire Wealth Management | 232 | $20.0K | 0.00% | −766−76.8% | Reduced |
| Prospera Financial Services Inc | 227 | $20.0K | 0.00% | +227 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $21.7K | 0.00% | +54+27.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 250 | $22.0K | 0.01% | +250 | New |
| State of Wyoming | 276 | $24.0K | 0.01% | +276 | New |
| Geneos Wealth Management Inc. | 308 | $26.0K | 0.00% | +2+0.7% | Added |
| Private Ocean, LLC | 300 | $26.0K | 0.00% | +300 | New |
| Carolinas Wealth Consulting LLC | 309 | $27.0K | 0.01% | +6+2.0% | Added |
| Kistler-Tiffany Companies, LLC | 363 | $32.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 365 | $32.0K | 0.00% | +365 | New |
| Covestor Ltd | 439 | $38.0K | 0.03% | +327+292.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 459 | $40.0K | 0.01% | −147−24.3% | Reduced |
| Nomura Asset Management Co Ltd | 490 | $42.6K | 0.00% | +490 | New |
| Future Financial Wealth Managment LLC | 500 | $44.0K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 520 | $45.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 554 | $48.0K | 0.00% | +24+4.5% | Added |
| Ahrens Investment Partners LLC | 550 | $48.0K | 0.02% | +550 | New |
| Quadrant Capital Group LLC | 597 | $52.0K | 0.01% | +592+11,840.0% | Added |
| Harbor Investment Advisory, LLC | 641 | $56.0K | 0.01% | +641 | New |
| Acadian Asset Management LLC | 740 | $64.0K | 0.00% | −4,118−84.8% | Reduced |
| Loomis Sayles & Co L P | 741 | $64.0K | 0.00% | −126−14.5% | Reduced |
| IFP Advisors, Inc | 1,141 | $64.0K | 0.00% | +1,141 | New |
| Signaturefd, LLC | 775 | $67.0K | 0.00% | −200−20.5% | Reduced |
| HN Saltoro Capital, LP | 843 | $73.0K | 0.08% | 00.0% | Unchanged |
| American Portfolios Advisors | 952 | $82.8K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,000 | $87.0K | 0.02% | +1,000 | New |
| Seaport Global Advisors, LLC | 1,039 | $90.0K | 0.29% | +1,039 | New |
| Pinnacle Holdings, LLC | 1,041 | $90.6K | 0.04% | −61−5.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,054 | $93.0K | 0.00% | +1,049+20,980.0% | Added |
| Nisa Investment Advisors, LLC | 1,993 | $173.0K | 0.00% | −177−8.2% | Reduced |
| Ci Investments Inc. | 1,990 | $173.0K | 0.00% | +7+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,993 | $173.0K | 0.14% | +1,993 | New |
| Bayesian Capital Management, LP | 2,300 | $200.0K | 0.03% | −16,500−87.8% | Reduced |
| Founders Financial Securities LLC | 2,374 | $207.0K | 0.04% | +2,374 | New |
| Abacus Planning Group, Inc. | 2,400 | $209.0K | 0.06% | +2,400 | New |
| FORA Capital, LLC | 2,399 | $211.0K | 0.04% | +2,399 | New |
| SG Americas Securities, LLC | 2,530 | $220.0K | 0.00% | −25,316−90.9% | Reduced |
| Centiva Capital, LP | 2,530 | $220.0K | 0.01% | −16,142−86.5% | Reduced |
| Cambria Investment Management, L.P. | 2,574 | $224.0K | 0.03% | +2,574 | New |
| Forum Financial Management, LP | 2,649 | $230.0K | 0.01% | +2,649 | New |
| Terril Brothers, Inc. | 2,700 | $235.0K | 0.06% | +2,700 | New |
| Regent Investment Management LLC | 2,700 | $235.0K | 0.05% | +2,700 | New |
| Cim Investment Mangement Inc | 2,772 | $241.0K | 0.08% | −1,874−40.3% | Reduced |
| Bokf, NA | 2,830 | $246.0K | 0.00% | −11,118−79.7% | Reduced |
| Schroder Investment Management Group | 2,823 | $249.0K | 0.00% | −6,277−69.0% | Reduced |
| HighTower Trust Services, LTA | 2,865 | $249.0K | 0.02% | +2,865 | New |
| Boston Private Wealth LLC | 2,876 | $250.0K | 0.00% | +2,876 | New |
| Neo Ivy Capital Management | 2,906 | $252.0K | 0.23% | +2,906 | New |
| Commonwealth Equity Services, LLC | 2,990 | $260.0K | 0.00% | +2,990 | New |
| Everett Harris & Co | 3,000 | $261.0K | 0.00% | +3,000 | New |
| Profund Advisors LLC | 3,105 | $270.0K | 0.01% | −448−12.6% | Reduced |
| Crescent Grove Advisors, LLC | 3,125 | $272.0K | 0.03% | +3,125 | New |
| Henshaw Capital LLC | 3,311 | $288.1K | 0.02% | +3,311 | New |
| Evergreen Capital Management LLC | 3,342 | $290.0K | 0.01% | +3,342 | New |
| Fort Washington Investment Advisors Inc | 3,414 | $297.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,517 | $306.0K | 0.00% | +3,517 | New |
| Dakota Wealth Management | 3,550 | $309.0K | 0.03% | 00.0% | Unchanged |
| Gladius Capital Management LP | 3,576 | $312.0K | 0.11% | +914+34.3% | Added |
| Los Angeles Capital Management LLC | 3,653 | $318.0K | 0.00% | −8,993−71.1% | Reduced |
| Harvest Fund Management Co., Ltd | 3,726 | $324.0K | 0.07% | +2,671+253.2% | Added |
| Pinnbrook Capital Management LP | 3,720 | $324.0K | 0.55% | +3,720 | New |
| JustInvest LLC | 3,912 | $340.0K | 0.02% | +3,912 | New |
| Baker Tilly Wealth Management, LLC | 4,434 | $386.0K | 0.04% | +4,434 | New |
| Capital Impact Advisors, LLC | 4,495 | $391.0K | 0.28% | +4,495 | New |
| Capital Advisors Inc | 4,500 | $392.0K | 0.01% | +4,500 | New |
| Alpha Paradigm Partners, LLC | 4,621 | $402.0K | 0.16% | +4,621 | New |
| Alps Advisors Inc | 4,660 | $405.0K | 0.00% | +4,660 | New |
| Paloma Partners Management Co | 4,668 | $406.0K | 0.03% | −40,100−89.6% | Reduced |