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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; 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, 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.

Institutional holdersQ3 2022: 436 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: 854 institutions
Value heldQ3 2022: $12.3B
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 2026854$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, Q3 2022

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2022.

Institutions holding EXE in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ronald Blue Trust, Inc.98$8.00K0.00%+16+19.5%Added
Schubert & Co87$8.00K0.01%+43+97.7%Added
TD Private Client Wealth LLC75$7.07K0.00%+55+275.0%Added
1832 Asset Management L.P.71$7.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC75$7.00K0.00%+75New
Hexagon Capital Partners LLC60$6.00K0.00%+50+500.0%Added
Amundi56$6.00K0.00%+56New
Benjamin F. Edwards & Company, Inc.52$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc40$4.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.41$4.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC41$4.00K0.00%+19+86.4%Added
Parkside Financial Bank & Trust41$4.00K0.00%+41New
Wipfli Financial Advisors LLC,46$4.00K0.00%+46New
Raleigh Capital Management Inc.38$4.00K0.00%+38New
Anchor Investment Management, LLC38$3.58K0.00%−11−22.4%Reduced
Credit Agricole S A33$3.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC36$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc33$3.00K0.00%+13+65.0%Added
Meeder Asset Management Inc34$3.00K0.00%+20+142.9%Added
Lindbrook Capital, LLC34$3.00K0.00%+34New
Loomis Sayles & Co L P18$2.00K0.00%+18New
Allworth Financial LP18$2.00K0.00%+18New
Sound Income Strategies, LLC18$2.00K0.00%+18New
Financial Perspectives, Inc20$1.93K0.00%00.0%Unchanged
Leonteq Securities AG19$1.79K0.00%+10+111.1%Added
Highlander Capital Management, LLC10$1.00K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.11$1.00K0.00%00.0%Unchanged
Glassman Wealth Services12$1.00K0.00%−2−14.3%Reduced
Massmutual Trust Co FSB6$1.00K0.00%+6New
SJS Investment Consulting Inc.10$1.00K0.00%+10New
New York State Common Retirement Fund1$00.00%−235,500−100.0%Reduced
Gradient Investments LLC1$00.00%00.0%Unchanged
Accel Wealth Management4$00.00%00.0%Unchanged
Bourgeon Capital Management LLC5$00.00%+5New
Global Retirement Partners, LLC4$00.00%+4New
Federated Hermes, Inc.3––−464−99.4%Reduced
Sourcerock Group LLC0$00.00%−899,897−100.0%Sold out
Wolf Hill Capital Management, LP0$00.00%−466,238−100.0%Sold out
Wafra Inc.0$00.00%−131,072−100.0%Sold out
Caption Management, LLC0$00.00%−103,000−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−98,115−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−62,000−100.0%Sold out
Courage Capital Management LLC0$00.00%−61,315−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−57,270−100.0%Sold out
CSS LLC0$00.00%−57,529−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−52,200−100.0%Sold out
Zweig-DiMenna Associates LLC0$00.00%−43,665−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−41,800−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−31,027−100.0%Sold out
Peconic Partners LLC0$00.00%−25,000−100.0%Sold out
Moore Capital Management, LP0$00.00%−15,178−100.0%Sold out
Zebra Capital Management LLC0$00.00%−12,545−100.0%Sold out
Seven Eight Capital, LP0$00.00%−11,704−100.0%Sold out
Morse Asset Management, Inc0$00.00%−11,100−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−10,688−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−10,010−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−8,055−100.0%Sold out
Walleye Trading LLC0$00.00%−8,053−100.0%Sold out
Prudential PLC0$00.00%−6,861−100.0%Sold out
SailingStone Capital Partners LLC0$00.00%−3,850−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−4,518−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−4,514−100.0%Sold out
Optimas Capital Ltd0$00.00%−4,290−100.0%Sold out
Wexford Capital LP0$00.00%−4,126−100.0%Sold out
Diametric Capital, LP0$00.00%−4,099−100.0%Sold out
SG3 Management, LLC0$00.00%−4,000−100.0%Sold out
State of Wyoming0$00.00%−3,895−100.0%Sold out
Dimension Capital Management LLC0$00.00%−3,583−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−1,563−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−964−100.0%Sold out
Cutler Group LP0$00.00%−900−100.0%Sold out
HN Saltoro Capital, LP0$00.00%−843−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−463−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−461−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−349−100.0%Sold out
Gladius Capital Management LP0$00.00%−141−100.0%Sold out
Private Trust Co NA0$00.00%−68−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−40−100.0%Sold out
Activest Wealth Management0$00.00%−25−100.0%Sold out
Halpern Financial, Inc.0$00.00%−20−100.0%Sold out
Lee Financial Co0$00.00%−17−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−7−100.0%Sold out
Steward Financial Group LLC0$00.00%−15−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−4−100.0%Sold out
CarVal Investors, LP––––Not filed
Farmer Steven Patrick––––Not filed
Enterprise Trust & Investment Co––––Not filed