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Livermore
Livermore
ZHEN

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 2022

Institutional positions in Expand Energy Corp as of Jun 30, 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
386
+46 vs. Q1 2022
Shares held
133.7M
−5.33M (−3.8%) vs. Q1 2022
Total value
$10.8B
−$1.24B (−10.3%) vs. Q1 2022
New holders
98
139 more added
Sold out
52
108 more reduced

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 386 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 heldQ2 2022: $10.8B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2022.

Institutions holding EXE in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Gradient Investments LLC1$00.00%00.0%Unchanged
Accel Wealth Management4$00.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC4$00.00%+4New
Leonteq Securities AG9$7300.00%+9New
Meeder Asset Management Inc14$1.00K0.00%−8−36.4%Reduced
Highlander Capital Management, LLC10$1.00K0.00%00.0%Unchanged
Glassman Wealth Services14$1.00K0.00%+4+40.0%Added
Disciplined Investments, LLC9$1.00K0.00%00.0%Unchanged
Lee Financial Co17$1.00K0.00%+17New
Johnson Financial Group, Inc.7$1.00K0.00%+7New
Parallax Volatility Advisers, L.P.11$1.00K0.00%+11New
Hexagon Capital Partners LLC10$1.00K0.00%+10New
Steward Financial Group LLC15$1.00K0.00%+15New
TD Private Client Wealth LLC20$1.62K0.00%+20New
Halpern Financial, Inc.20$1.62K0.00%+20New
Financial Perspectives, Inc20$1.62K0.00%+20New
JFS Wealth Advisors, LLC22$2.00K0.00%+1+4.8%Added
Activest Wealth Management25$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc20$2.00K0.00%+3+17.6%Added
Enterprise Trust & Investment Co24$2.00K0.00%+24New
Proequities, Inc.43$3.00K0.00%+7+19.4%Added
Credit Agricole S A33$3.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC36$3.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.41$3.00K0.00%+11+36.7%Added
Northwestern Mutual Wealth Management Co40$3.00K0.00%+40New
Bell Investment Advisors, Inc40$3.00K0.00%+40New
Anchor Investment Management, LLC49$3.97K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.52$4.00K0.00%00.0%Unchanged
Schubert & Co44$4.00K0.00%+30+214.3%Added
1832 Asset Management L.P.71$6.00K0.00%+71New
Private Trust Co NA68$6.00K0.00%+68New
Ronald Blue Trust, Inc.82$7.00K0.00%+82New
AdvisorNet Financial, Inc112$9.00K0.00%+25+28.7%Added
Parallel Advisors, LLC120$10.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.120$10.0K0.00%+90+300.0%Added
Gladius Capital Management LP141$12.0K0.00%−3,435−96.1%Reduced
Brown Brothers Harriman & Co210$17.0K0.00%00.0%Unchanged
Prospera Financial Services Inc227$18.0K0.00%00.0%Unchanged
Huntington National Bank236$19.0K0.00%+36+18.0%Added
Wolff Wiese Magana LLC236$19.0K0.01%+56+31.1%Added
CWM, LLC242$20.0K0.00%+90+59.2%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main249$20.2K0.00%00.0%Unchanged
Princeton Global Asset Management LLC302$24.0K0.01%+302New
Geneos Wealth Management Inc.310$25.0K0.00%+2+0.6%Added
Harbor Investment Advisory, LLC349$28.0K0.00%−292−45.6%Reduced
Larson Financial Group LLC340$28.0K0.00%+340New
Kistler-Tiffany Companies, LLC363$29.0K0.01%00.0%Unchanged
Edmond de Rothschild Holding S.A.450$36.0K0.00%+450New
CoreCap Advisors, LLC461$37.0K0.00%+461New
Federated Hermes, Inc.467$38.0K0.00%−5,949−92.7%Reduced
Patriot Financial Group Insurance Agency, LLC463$38.0K0.01%+4+0.9%Added
Nomura Asset Management Co Ltd490$39.7K0.00%00.0%Unchanged
Westside Investment Management, Inc.520$42.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.600$49.0K0.00%+600New
Quadrant Capital Group LLC613$50.0K0.01%+16+2.7%Added
Clear Street Markets LLC700$57.0K0.02%−8,800−92.6%Reduced
Signaturefd, LLC700$57.0K0.00%−75−9.7%Reduced
Covestor Ltd776$63.0K0.05%+337+76.8%Added
IFP Advisors, Inc1,141$64.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.800$65.0K0.00%+800New
HN Saltoro Capital, LP843$68.0K0.11%00.0%Unchanged
Cutler Group LP900$72.0K0.01%+900New
American Portfolios Advisors952$77.2K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC964$78.0K0.00%−1,029−51.6%Reduced
Northwest Investment Counselors, LLC1,000$81.0K0.02%00.0%Unchanged
Pinnacle Holdings, LLC1,041$84.4K0.04%00.0%Unchanged
The PNC Financial Services Group, Inc.1,138$93.0K0.00%+84+8.0%Added
Seaport Global Advisors, LLC1,178$96.0K0.36%+139+13.4%Added
Itau Unibanco Holding S.A.1,245$101.0K0.00%+1,245New
US Bancorp1,262$103.0K0.00%−35,278−96.5%Reduced
American International Group, Inc.1,335$108.0K0.00%−50,804−97.4%Reduced
Point72 Hong Kong Ltd1,432$116.0K0.01%+1,432New
Spire Wealth Management1,475$120.0K0.00%+1,243+535.8%Added
Compagnie Lombard Odier SCmA1,563$127.0K0.00%+1,563New
Hazlett, Burt & Watson, Inc.2,002$163.0K0.15%+9+0.5%Added
Capital Impact Advisors, LLC2,364$192.0K0.18%−2,131−47.4%Reduced
Cerity Partners LLC2,471$200.0K0.00%+2,471New
TownSquare Capital, LLC2,493$202.0K0.01%+2,493New
First Republic Investment Management, Inc.2,601$211.0K0.00%+2,601New
Stonegate Investment Group, LLC2,607$211.0K0.01%+2,607New
Forum Financial Management, LP2,649$215.0K0.01%00.0%Unchanged
MetLife Investment Management2,686$217.8K0.00%−54,582−95.3%Reduced
JustInvest LLC2,744$223.0K0.01%−1,168−29.9%Reduced
Cim Investment Mangement Inc2,772$225.0K0.09%00.0%Unchanged
Manufacturers Life Insurance Company, The2,989$242.4K0.00%−39,576−93.0%Reduced
Everett Harris & Co3,000$243.0K0.00%00.0%Unchanged
Vontobel Holding Ltd.3,018$245.0K0.00%+3,018New
Schroder Investment Management Group2,823$246.0K0.00%00.0%Unchanged
Boston Private Wealth LLC3,137$254.0K0.00%+261+9.1%Added
Meixler Investment Management, Ltd.3,318$269.0K0.31%+3,318New
Dakota Wealth Management3,385$275.0K0.03%−165−4.6%Reduced
Barnett & Company, Inc.3,400$276.0K0.22%+3,400New
Capital Investment Advisory Services, LLC3,404$276.0K0.03%+3,404New
Evergreen Capital Management LLC3,494$283.0K0.01%+152+4.5%Added
Commonwealth Equity Services, LLC3,686$298.0K0.00%+696+23.3%Added
Harvest Fund Management Co., Ltd3,726$302.0K0.08%00.0%Unchanged
Dimension Capital Management LLC3,583$302.0K0.07%+3,583New
FDx Advisors, Inc.3,744$304.0K0.01%+3,744New
State of Wyoming3,895$316.0K0.20%+3,619+1,311.2%Added
SG3 Management, LLC4,000$324.0K0.61%+4,000New