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, Q3 2022
Institutional positions in Expand Energy Corp as of Sep 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
- 436
- +53 vs. Q2 2022
- Shares held
- 130.1M
- −3.55M (−2.7%) vs. Q2 2022
- Total value
- $12.3B
- +$1.42B (+13.1%) vs. Q2 2022
- New holders
- 101
- 152 more added
- Sold out
- 48
- 135 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 1 | $0 | 0.00% | −235,500−100.0% | Reduced |
| Gradient Investments LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 5 | $0 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 4 | $0 | 0.00% | +4 | New |
| Highlander Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| Massmutual Trust Co FSB | 6 | $1.00K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Leonteq Securities AG | 19 | $1.79K | 0.00% | +10+111.1% | Added |
| Financial Perspectives, Inc | 20 | $1.93K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 18 | $2.00K | 0.00% | +18 | New |
| Allworth Financial LP | 18 | $2.00K | 0.00% | +18 | New |
| Sound Income Strategies, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Credit Agricole S A | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $3.00K | 0.00% | +13+65.0% | Added |
| Meeder Asset Management Inc | 34 | $3.00K | 0.00% | +20+142.9% | Added |
| Lindbrook Capital, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Anchor Investment Management, LLC | 38 | $3.58K | 0.00% | −11−22.4% | Reduced |
| Bell Investment Advisors, Inc | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $4.00K | 0.00% | +19+86.4% | Added |
| Parkside Financial Bank & Trust | 41 | $4.00K | 0.00% | +41 | New |
| Wipfli Financial Advisors LLC, | 46 | $4.00K | 0.00% | +46 | New |
| Raleigh Capital Management Inc. | 38 | $4.00K | 0.00% | +38 | New |
| Benjamin F. Edwards & Company, Inc. | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 60 | $6.00K | 0.00% | +50+500.0% | Added |
| Amundi | 56 | $6.00K | 0.00% | +56 | New |
| 1832 Asset Management L.P. | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 75 | $7.00K | 0.00% | +75 | New |
| TD Private Client Wealth LLC | 75 | $7.07K | 0.00% | +55+275.0% | Added |
| Ronald Blue Trust, Inc. | 98 | $8.00K | 0.00% | +16+19.5% | Added |
| Schubert & Co | 87 | $8.00K | 0.01% | +43+97.7% | Added |
| BerganKDV Wealth Management, LLC | 100 | $9.00K | 0.00% | +100 | New |
| Oliver Lagore Vanvalin Investment Group | 105 | $10.0K | 0.01% | +105 | New |
| Pinnacle Bancorp, Inc. | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 112 | $11.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 120 | $11.3K | 0.00% | +120 | New |
| Parallel Advisors, LLC | 123 | $12.0K | 0.00% | +3+2.5% | Added |
| Geneos Wealth Management Inc. | 139 | $13.0K | 0.00% | −171−55.2% | Reduced |
| Spire Wealth Management | 144 | $14.0K | 0.00% | −1,331−90.2% | Reduced |
| Carolinas Wealth Consulting LLC | 156 | $15.0K | 0.00% | +156 | New |
| Brown Brothers Harriman & Co | 210 | $20.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 211 | $20.0K | 0.00% | +168+390.7% | Added |
| Wolff Wiese Magana LLC | 221 | $21.0K | 0.02% | −15−6.4% | Reduced |
| Huntington National Bank | 230 | $22.0K | 0.00% | −6−2.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $23.5K | 0.00% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 267 | $25.0K | 0.10% | −911−77.3% | Reduced |
| Covestor Ltd | 337 | $32.0K | 0.03% | −439−56.6% | Reduced |
| First Personal Financial Services | 350 | $33.0K | 0.01% | +350 | New |
| TD Waterhouse Canada Inc. | 334 | $33.0K | 0.00% | +334 | New |
| Kistler-Tiffany Companies, LLC | 363 | $34.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 490 | $46.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 520 | $48.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 516 | $49.0K | 0.00% | +274+113.2% | Added |
| Disciplined Investments, LLC | 518 | $49.0K | 0.02% | +509+5,655.6% | Added |
| Acadian Asset Management LLC | 543 | $51.0K | 0.00% | +543 | New |
| Princeton Global Asset Management LLC | 578 | $54.0K | 0.02% | +276+91.4% | Added |
| Signaturefd, LLC | 591 | $56.0K | 0.00% | −109−15.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 600 | $57.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 643 | $61.0K | 0.01% | +30+4.9% | Added |
| IFP Advisors, Inc | 1,596 | $87.0K | 0.00% | +455+39.9% | Added |
| Northwest Investment Counselors, LLC | 1,000 | $94.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 1,038 | $97.8K | 0.05% | −3−0.3% | Reduced |
| American Portfolios Advisors | 1,052 | $99.1K | 0.00% | +100+10.5% | Added |
| Edmond de Rothschild Holding S.A. | 1,138 | $107.0K | 0.00% | +688+152.9% | Added |
| American International Group, Inc. | 1,270 | $120.0K | 0.00% | −65−4.9% | Reduced |
| Itau Unibanco Holding S.A. | 1,342 | $126.0K | 0.01% | +97+7.8% | Added |
| Alpha Paradigm Partners, LLC | 1,494 | $141.0K | 0.06% | −3,313−68.9% | Reduced |
| Neo Ivy Capital Management | 1,610 | $152.0K | 0.40% | +1,610 | New |
| First Horizon Advisors, Inc. | 1,851 | $174.0K | 0.01% | +1,051+131.4% | Added |
| Hazlett, Burt & Watson, Inc. | 2,012 | $190.0K | 0.18% | +10+0.5% | Added |
| Personal Cfo Solutions, LLC | 2,137 | $201.0K | 0.05% | +2,137 | New |
| Mercer Global Advisors Inc | 2,141 | $202.0K | 0.00% | +2,141 | New |
| Ossiam | 2,140 | $202.0K | 0.01% | +2,140 | New |
| Kestra Advisory Services, LLC | 2,141 | $202.0K | 0.00% | +2,141 | New |
| 1492 Capital Management LLC | 2,223 | $209.0K | 0.15% | +2,223 | New |
| Atlas Capital Advisors LLC | 2,220 | $209.1K | 0.04% | +2,220 | New |
| Xponance, Inc. | 2,251 | $212.0K | 0.00% | +2,251 | New |
| Global Assets Advisory, LLC | 2,070 | $212.0K | 0.21% | +2,070 | New |
| Kore Private Wealth LLC | 2,282 | $215.0K | 0.04% | +2,282 | New |
| Saxon Interests, Inc. | 2,115 | $217.0K | 0.13% | +2,115 | New |
| Dynamic Technology Lab Private Ltd | 2,320 | $219.0K | 0.02% | +2,320 | New |
| CenterBook Partners LP | 2,320 | $219.0K | 0.04% | +2,320 | New |
| Cerity Partners LLC | 2,396 | $226.0K | 0.00% | −75−3.0% | Reduced |
| Fox Run Management, L.L.C. | 2,400 | $226.0K | 0.09% | +2,400 | New |
| JustInvest LLC | 2,410 | $227.0K | 0.01% | −334−12.2% | Reduced |
| MetLife Investment Management | 2,491 | $234.7K | 0.00% | −195−7.3% | Reduced |
| ACT Capital Management, LLC | 2,500 | $236.0K | 0.33% | +2,500 | New |
| Wintrust Investments LLC | 2,540 | $239.0K | 0.03% | +2,540 | New |
| Stonegate Investment Group, LLC | 2,545 | $240.0K | 0.01% | −62−2.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,555 | $241.0K | 0.00% | +2,555 | New |
| Stephens Inc | 2,567 | $242.0K | 0.01% | +2,567 | New |
| TownSquare Capital, LLC | 2,607 | $246.0K | 0.01% | +114+4.6% | Added |
| Mariner, LLC | 2,607 | $246.0K | 0.00% | +2,607 | New |
| Marshall Wace, LLP | 2,625 | $247.0K | 0.00% | −122,435−97.9% | Reduced |
| Petrus Trust Company, LTA | 2,667 | $251.0K | 0.04% | +2,667 | New |
| Forum Financial Management, LP | 2,680 | $252.0K | 0.01% | +31+1.2% | Added |