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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, Q4 2022

Institutional positions in Expand Energy Corp as of Dec 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
491
+62 vs. Q3 2022
Shares held
130.7M
+778.2K (+0.6%) vs. Q3 2022
Total value
$12.3B
+$89.8M (+0.7%) vs. Q3 2022
New holders
123
197 more added
Sold out
61
117 more reduced

7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 491 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 heldQ4 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 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, Q4 2022

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2022.

Institutions holding EXE in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Gradient Investments LLC1$940.00%00.0%Unchanged
True Wealth Design, LLC1$940.00%+1New
Sofos Investments, Inc.94$1760.00%+94New
JJJ Advisors Inc.3$2740.00%+3New
Accel Wealth Management4$3770.00%00.0%Unchanged
Allworth Financial LP5$4720.00%−13−72.2%Reduced
My Personal CFO, LLC6$5660.00%+6New
Global Retirement Partners, LLC10$9440.00%+6+150.0%Added
Massmutual Trust Co FSB6$1.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC10$1.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP10$1.00K0.00%+10New
Comerica Securities,inc.11$1.04K0.00%+11New
RFP Financial Group LLC11$1.04K0.00%+11New
Tfo-TDC, LLC35$1.07K0.00%+35New
Cary Street Partner Investment Advisory LLC12$1.13K0.00%+12New
Beacon Capital Management, LLC13$1.23K0.00%+13New
Glassman Wealth Services16$1.51K0.00%+4+33.3%Added
SJS Investment Consulting Inc.16$1.51K0.00%+6+60.0%Added
Sound Income Strategies, LLC18$1.70K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP20$1.89K0.00%+20New
MinichMacGregor Wealth Management, LLC21$1.98K0.00%+21New
FinTrust Capital Advisors, LLC21$1.98K0.00%+21New
Financial Perspectives, Inc21$1.99K0.00%+1+5.0%Added
Accurate Wealth Management, LLC25$2.21K0.00%+25New
Bell Investment Advisors, Inc29$2.74K0.00%−11−27.5%Reduced
CVA Family Office, LLC29$2.74K0.00%+29New
Credit Agricole S A33$3.11K0.00%00.0%Unchanged
Versant Capital Management, Inc33$3.11K0.00%00.0%Unchanged
Lindbrook Capital, LLC34$3.21K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC42$3.96K0.00%+1+2.4%Added
Benjamin F. Edwards & Company, Inc.52$5.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.55$5.19K0.00%+14+34.1%Added
Belpointe Asset Management LLC60$5.65K0.00%+60New
Truvestments Capital LLC65$6.13K0.00%+65New
Hexagon Capital Partners LLC66$6.23K0.00%+6+10.0%Added
Institutional & Family Asset Management, LLC69$6.51K0.00%+33+91.7%Added
Tanglewood Legacy Advisors, LLC74$6.98K0.00%+74New
TD Private Client Wealth LLC75$7.08K0.00%00.0%Unchanged
Raleigh Capital Management Inc.78$7.31K0.00%+40+105.3%Added
Exos TFP Holdings LLC83$7.83K0.00%+83New
Schubert & Co90$8.49K0.01%+3+3.4%Added
Colonial Trust Co97$9.17K0.00%+97New
BerganKDV Wealth Management, LLC100$9.44K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC100$9.44K0.00%+100New
Trifecta Capital Advisors, LLC100$9.44K0.00%+100New
Distillate Capital Partners LLC101$9.53K0.89%−81,007−99.9%Reduced
Oliver Lagore Vanvalin Investment Group105$9.91K0.01%00.0%Unchanged
Spire Wealth Management109$10.0K0.00%−35−24.3%Reduced
Bessemer Group Inc107$10.0K0.00%+107New
Private Trust Co NA105$10.0K0.00%+105New
Farther Finance Advisors, LLC108$10.2K0.00%+108New
AdvisorNet Financial, Inc125$11.8K0.00%+13+11.6%Added
Geneos Wealth Management Inc.139$13.1K0.00%00.0%Unchanged
Anchor Investment Management, LLC140$13.2K0.00%+102+268.4%Added
Pinnacle Bancorp, Inc.144$14.0K0.01%+24+20.0%Added
Loomis Sayles & Co L P153$14.0K0.00%+135+750.0%Added
Hollencrest Capital Management150$14.2K0.00%+150New
Carolinas Wealth Consulting LLC161$15.2K0.00%+5+3.2%Added
GWM Advisors LLC1,845$16.7K0.00%+1,845New
Parkside Financial Bank & Trust200$18.9K0.01%+159+387.8%Added
Proequities, Inc.202$19.1K0.00%−9−4.3%Reduced
Brown Brothers Harriman & Co210$19.8K0.00%00.0%Unchanged
Money Concepts Capital Corp212$20.0K0.00%+212New
First Personal Financial Services234$22.1K0.01%−116−33.1%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main249$23.5K0.00%00.0%Unchanged
Parallel Advisors, LLC350$33.0K0.00%+227+184.6%Added
Kistler-Tiffany Companies, LLC388$36.6K0.01%+25+6.9%Added
Tower Research Capital LLC (TRC)411$39.0K0.00%−13,275−97.0%Reduced
Ronald Blue Trust, Inc.430$40.0K0.00%+332+338.8%Added
Resurgent Financial Advisors LLC439$41.4K0.02%+439New
CoreCap Advisors, LLC483$45.6K0.00%+483New
Disciplined Investments, LLC503$47.5K0.02%−15−2.9%Reduced
Westside Investment Management, Inc.520$49.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.600$56.6K0.00%00.0%Unchanged
Covestor Ltd626$59.0K0.05%+289+85.8%Added
Cutler Group LP641$60.0K0.01%+641New
Elequin Capital LP640$60.4K0.02%+640New
Quadrant Capital Group LLC652$61.6K0.01%+9+1.4%Added
Signaturefd, LLC674$63.6K0.00%+83+14.0%Added
Shay Capital LLC700$66.1K0.04%+700New
Huntington National Bank705$66.5K0.00%+475+206.5%Added
Federation des caisses Desjardins du Quebec818$77.2K0.00%+698+581.7%Added
Princeton Global Asset Management LLC838$79.0K0.03%+260+45.0%Added
Leonteq Securities AG943$89.0K0.00%+924+4,863.2%Added
Globeflex Capital L P998$94.2K0.01%+998New
Northwest Investment Counselors, LLC1,000$94.4K0.03%00.0%Unchanged
Achmea Investment Management B.V.1,104$98.0K0.00%+1,104New
Atlas Capital Advisors LLC1,081$102.0K0.02%−1,139−51.3%Reduced
Altshuler Shaham Ltd1,142$107.8K0.00%+1,142New
Nisa Investment Advisors, LLC1,200$113.0K0.00%+1,200New
Itau Unibanco Holding S.A.1,203$113.8K0.00%−139−10.4%Reduced
American International Group, Inc.1,246$117.6K0.00%−24−1.9%Reduced
Seaport Global Advisors, LLC1,259$118.8K0.41%+992+371.5%Added
BI Asset Management Fondsmaeglerselskab A/S1,420$134.0K0.00%+1,420New
First Horizon Advisors, Inc.1,836$173.3K0.01%−15−0.8%Reduced
Hazlett, Burt & Watson, Inc.2,025$191.0K0.17%+13+0.6%Added
Caldwell Sutter Capital, Inc.2,125$200.5K0.18%+2,125New
Linscomb & Williams, Inc.2,135$201.5K0.01%+2,135New
Personal Cfo Solutions, LLC2,149$202.8K0.04%+12+0.6%Added
Nomura Holdings Inc2,165$204.0K0.00%+2,165New