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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Credit Capital Investments LLC | 7,628 | $719.9K | 1.04% | −1,000−11.6% | Reduced |
| Westpac Banking Corp | 7,645 | $721.5K | 0.01% | +7,645 | New |
| Barnett & Company, Inc. | 7,675 | $724.3K | 0.55% | +2,825+58.2% | Added |
| Susquehanna Fundamental Investments, LLC | 7,778 | $734.0K | 0.01% | −128−1.6% | Reduced |
| Keybank National Association | 8,015 | $756.4K | 0.00% | +2,286+39.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,028 | $757.6K | 0.02% | +8,028 | New |
| Raymond James Financial Services Advisors, Inc. | 8,126 | $766.8K | 0.00% | +1,574+24.0% | Added |
| Regent Investment Management LLC | 8,145 | $769.0K | 0.21% | +180+2.3% | Added |
| WealthTrust Asset Management, LLC | 8,351 | $788.1K | 0.76% | +8,351 | New |
| Arden Trust Co | 8,496 | $801.8K | 0.16% | +1,684+24.7% | Added |
| Terril Brothers, Inc. | 8,700 | $821.0K | 0.40% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 8,743 | $825.1K | 0.02% | +8,732+79,381.8% | Added |
| Daiwa Securities Group Inc. | 8,830 | $833.0K | 0.01% | +8,830 | New |
| Baker Tilly Wealth Management, LLC | 8,844 | $834.6K | 0.10% | +2,200+33.1% | Added |
| Tectonic Advisors LLC | 8,968 | $846.3K | 0.13% | +8,968 | New |
| British Columbia Investment Management Corp | 9,115 | $860.2K | 0.01% | +9,115 | New |
| Dakota Wealth Management | 9,375 | $884.7K | 0.06% | +350+3.9% | Added |
| Maryland State Retirement & Pension System | 9,390 | $886.1K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9,566 | $902.7K | 0.08% | +9,532+28,035.3% | Added |
| Sherbrooke Park Advisers LLC | 9,600 | $906.0K | 0.66% | +9,600 | New |
| Clear Harbor Asset Management, LLC | 9,642 | $909.9K | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,000 | $943.7K | 0.02% | +10,000 | New |
| Caption Management, LLC | 10,000 | $943.7K | 0.16% | +10,000 | New |
| Public Sector Pension Investment Board | 11,000 | $1.04M | 0.01% | +11,000 | New |
| SEI Investments Co | 11,005 | $1.04M | 0.00% | −3,526−24.3% | Reduced |
| Gyon Technologies Capital Management, LP | 11,113 | $1.05M | 0.39% | −2,275−17.0% | Reduced |
| CI Private Wealth, LLC | 11,129 | $1.05M | 0.00% | +11,129 | New |
| Tudor Investment Corp Et Al | 11,177 | $1.05M | 0.03% | −3,574−24.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,265 | $1.06M | 0.00% | +11,265 | New |
| Nissay Asset Management Corp | 11,440 | $1.08M | 0.01% | +11,440 | New |
| Prelude Capital Management, LLC | 11,536 | $1.09M | 0.07% | +7,906+217.8% | Added |
| Calamos Advisors LLC | 11,661 | $1.10M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 11,876 | $1.12M | 0.02% | +962+8.8% | Added |
| DRW Securities, LLC | 12,000 | $1.13M | 0.23% | +12,000 | New |
| Cambria Investment Management, L.P. | 12,168 | $1.15M | 0.10% | +4,680+62.5% | Added |
| Gotham Asset Management, LLC | 12,378 | $1.17M | 0.03% | +2,394+24.0% | Added |
| Baader Bank INC | 12,636 | $1.19M | 0.11% | +730+6.1% | Added |
| 44 Wealth Management LLC | 12,749 | $1.20M | 0.42% | +12,749 | New |
| Qube Research & Technologies Ltd | 13,003 | $1.23M | 0.01% | −390,771−96.8% | Reduced |
| Salem Investment Counselors Inc | 13,075 | $1.23M | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,674 | $1.29M | 0.18% | +9,283+211.4% | Added |
| Seeyond | 13,688 | $1.29M | 0.12% | +13,688 | New |
| Crescent Grove Advisors, LLC | 13,757 | $1.30M | 0.14% | −1,416−9.3% | Reduced |
| Hohimer Wealth Management, LLC | 13,787 | $1.30M | 0.42% | −50.0% | Reduced |
| AE Wealth Management LLC | 13,872 | $1.31M | 0.01% | +13,872 | New |
| Vestmark Advisory Solutions, Inc. | 14,217 | $1.34M | 0.07% | +1,771+14.2% | Added |
| Public Employees Retirement Association of Colorado | 14,234 | $1.34M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 14,573 | $1.38M | 0.03% | +14,573 | New |
| Gulf International Bank (UK) Ltd | 14,665 | $1.38M | 0.02% | +14,665 | New |
| Teachers Retirement System of the State of Kentucky | 14,769 | $1.39M | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 14,917 | $1.41M | 1.02% | −812−5.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,000 | $1.42M | 0.64% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 15,000 | $1.42M | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 15,124 | $1.43M | 0.01% | +15,124 | New |
| MML Investors Services, LLC | 15,225 | $1.44M | 0.01% | +621+4.3% | Added |
| Panagora Asset Management Inc | 15,523 | $1.46M | 0.01% | +15,523 | New |
| Corsair Capital Management, L.P. | 15,995 | $1.51M | 0.57% | −51−0.3% | Reduced |
| Prudential PLC | 16,001 | $1.51M | 0.02% | +16,001 | New |
| DnB Asset Management AS | 16,143 | $1.52M | 0.01% | +16,143 | New |
| STRS Ohio | 16,504 | $1.56M | 0.01% | +3,160+23.7% | Added |
| Ares Management LLC | 16,667 | $1.57M | 0.08% | 00.0% | Unchanged |
| X-Square Capital, LLC | 16,901 | $1.59M | 0.91% | +3,222+23.6% | Added |
| TD Asset Management Inc | 16,976 | $1.60M | 0.00% | +16,976 | New |
| Miller Howard Investments Inc | 17,024 | $1.61M | 0.06% | +17,024 | New |
| NYL Investors LLC | 17,058 | $1.61M | 0.12% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 17,138 | $1.62M | 0.00% | +17,138 | New |
| KBC Group NV | 17,488 | $1.65M | 0.01% | +17,488 | New |
| IFM Investors Pty Ltd | 17,649 | $1.67M | 0.03% | +17,649 | New |
| Ascent Group, LLC | 17,678 | $1.67M | 0.20% | +17,678 | New |
| Redwood Capital Management, LLC | 18,824 | $1.78M | 0.22% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 19,056 | $1.80M | 0.01% | −166,584−89.7% | Reduced |
| Independent Financial Group, LLC | 19,297 | $1.82M | 0.16% | +4,172+27.6% | Added |
| Larson Financial Group LLC | 19,416 | $1.83M | 0.22% | +4,688+31.8% | Added |
| Symmetry Partners, LLC | 19,599 | $1.85M | 0.11% | +6,168+45.9% | Added |
| Braun Stacey Associates Inc | 19,875 | $1.88M | 0.11% | 00.0% | Unchanged |
| Knott David M Jr | 20,000 | $1.89M | 0.82% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 20,152 | $1.90M | 1.15% | +11,677+137.8% | Added |
| DuPont Capital Management Corp | 20,265 | $1.91M | 0.09% | +12,876+174.3% | Added |
| Linden Thomas Advisory Services, LLC | 20,316 | $1.92M | 0.54% | +20,316 | New |
| Contrarian Capital Management, L.L.C. | 20,333 | $1.92M | 0.48% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 20,428 | $1.93M | 0.00% | +2,617+14.7% | Added |
| Arosa Capital Management LP | 20,560 | $1.94M | 0.59% | −49,440−70.6% | Reduced |
| Tredje AP-fonden | 20,766 | $1.96M | 0.03% | +20,766 | New |
| Advisor Group Holdings, Inc. | 21,281 | $2.01M | 0.00% | +1,111+5.5% | Added |
| Commonwealth Equity Services, LLC | 21,391 | $2.02M | 0.00% | +13,594+174.3% | Added |
| Utah Retirement Systems | 21,500 | $2.03M | 0.03% | −200−0.9% | Reduced |
| Bridgeway Capital Management, LLC | 22,200 | $2.10M | 0.05% | 00.0% | Unchanged |
| Settian Capital LP | 22,200 | $2.10M | 1.83% | +1,000+4.7% | Added |
| Lazard Asset Management LLC | 22,358 | $2.11M | 0.00% | +14,468+183.4% | Added |
| Nomura Asset Management Co Ltd | 23,710 | $2.24M | 0.01% | +23,220+4,738.8% | Added |
| Cubist Systematic Strategies, LLC | 23,967 | $2.26M | 0.02% | −438,486−94.8% | Reduced |
| Zacks Investment Management | 24,464 | $2.31M | 0.03% | −1,986−7.5% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $2.36M | 0.27% | 00.0% | Unchanged |
| Amitell Capital Pte Ltd | 26,137 | $2.47M | 2.48% | +26,137 | New |
| Cambridge Investment Research Advisors, Inc. | 26,306 | $2.48M | 0.01% | +5,355+25.6% | Added |
| Teacher Retirement System of Texas | 26,385 | $2.49M | 0.02% | −9,900−27.3% | Reduced |
| Flputnam Investment Management Co | 26,770 | $2.53M | 0.09% | +26,770 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,150 | $2.56M | 0.01% | +6,168+29.4% | Added |
| Greatmark Investment Partners, Inc. | 27,170 | $2.56M | 0.47% | +1,265+4.9% | Added |
| Vestcor Inc | 27,437 | $2.59M | 0.10% | +27,437 | New |