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, 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 | 854 | $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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 28,886 | $2.73M | 0.00% | +28,886 | New |
| Connacht Asset Management LP | 28,992 | $2.74M | 5.53% | +11,390+64.7% | Added |
| Arizona State Retirement System | 29,076 | $2.74M | 0.03% | −2,049−6.6% | Reduced |
| Guggenheim Capital LLC | 29,114 | $2.75M | 0.02% | +13,267+83.7% | Added |
| Two Sigma Advisers, LP | 29,274 | $2.76M | 0.01% | −15,000−33.9% | Reduced |
| Wakefield Asset Management LLLP | 29,870 | $2.82M | 1.19% | −239−0.8% | Reduced |
| First Eagle Investment Management, LLC | 30,036 | $2.83M | 0.01% | +1,095+3.8% | Added |
| Keeley-Teton Advisors, LLC | 30,817 | $2.91M | 0.36% | −3,799−11.0% | Reduced |
| Cinctive Capital Management LP | 31,159 | $2.94M | 0.15% | −28,918−48.1% | Reduced |
| Ensign Peak Advisors, Inc | 31,915 | $3.01M | 0.01% | +1,195+3.9% | Added |
| Hantz Financial Services, Inc. | 32,206 | $3.04M | 0.09% | +6,055+23.2% | Added |
| Aviva PLC | 32,982 | $3.11M | 0.02% | +554+1.7% | Added |
| Pacific Global Investment Management CO | 33,106 | $3.12M | 0.69% | +3,803+13.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36,498 | $3.14M | 0.01% | +32,179+745.1% | Added |
| SG Americas Securities, LLC | 33,644 | $3.17M | 0.05% | +17,304+105.9% | Added |
| Bokf, NA | 34,146 | $3.22M | 0.06% | −854−2.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 34,228 | $3.23M | 1.57% | +568+1.7% | Added |
| Penn Capital Management Co Inc | 35,565 | $3.41M | 0.35% | −847−2.3% | Reduced |
| Asset Management One Co.,Ltd. | 37,372 | $3.53M | 0.02% | +37,372 | New |
| Patient Capital Management, LLC | 38,000 | $3.59M | 1.76% | +16,000+72.7% | Added |
| LPL Financial LLC | 38,332 | $3.62M | 0.00% | +12,730+49.7% | Added |
| Ulland Investment Advisors, LLC | 38,598 | $3.64M | 4.35% | +3,351+9.5% | Added |
| Beaconlight Capital, LLC | 39,469 | $3.72M | 2.18% | +39,469 | New |
| Cheyne Capital Management (UK) LLP | 39,506 | $3.73M | 6.58% | +856+2.2% | Added |
| Oregon Public Employees Retirement Fund | 41,630 | $3.93M | 0.05% | +41,630 | New |
| Amalgamated Bank | 41,890 | $3.95M | 0.04% | +18,502+79.1% | Added |
| Pearl River Capital, LLC | 43,319 | $4.09M | 0.69% | −2,234−4.9% | Reduced |
| PFS Investments Inc. | 43,491 | $4.10M | 0.08% | +14,323+49.1% | Added |
| Nwam LLC | 44,096 | $4.16M | 0.37% | +13,275+43.1% | Added |
| Ancora Advisors, LLC | 44,880 | $4.24M | 0.12% | +80+0.2% | Added |
| Bank of Montreal | 43,567 | $4.26M | 0.00% | −1,061−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 46,263 | $4.37M | 0.02% | +1,622+3.6% | Added |
| Central Trust Co | 48,264 | $4.55M | 0.14% | −1,945−3.9% | Reduced |
| Hennessy Advisors Inc | 49,000 | $4.62M | 0.30% | +700+1.4% | Added |
| Easterly Investment Partners LLC | 49,994 | $4.72M | 0.41% | +31,149+165.3% | Added |
| West Family Investments, Inc. | 50,000 | $4.72M | 1.61% | 00.0% | Unchanged |
| Empowered Funds, LLC | 50,668 | $4.78M | 0.31% | +29,943+144.5% | Added |
| HSBC Holdings PLC | 51,679 | $4.86M | 0.01% | −3,688−6.7% | Reduced |
| Bramshill Investments, LLC | 52,086 | $4.92M | 0.58% | +3,363+6.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 52,100 | $4.92M | 0.02% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 52,394 | $4.94M | 0.97% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 52,567 | $4.96M | 0.03% | +670+1.3% | Added |
| New York State Common Retirement Fund | 53,201 | $5.02M | 0.01% | +53,200+5,320,000.0% | Added |
| Korea Investment CORP | 54,515 | $5.14M | 0.02% | +54,515 | New |
| Mitsubishi UFJ Trust & Banking Corp | 56,554 | $5.34M | 0.01% | +53,999+2,113.5% | Added |
| State of New Jersey Common Pension Fund D | 58,022 | $5.48M | 0.02% | −8,314−12.5% | Reduced |
| Artisan Partners Limited Partnership | 59,583 | $5.62M | 0.01% | −9,579−13.9% | Reduced |
| Boothbay Fund Management, LLC | 63,181 | $5.96M | 0.20% | +19,515+44.7% | Added |
| Public Employees Retirement System of Ohio | 63,644 | $6.01M | 0.03% | +1,702+2.7% | Added |
| Jupiter Asset Management Ltd | 65,026 | $6.13M | 0.09% | +38,898+148.9% | Added |
| Janney Montgomery Scott LLC | 66,306 | $6.26M | 0.02% | +8,687+15.1% | Added |
| Jefferies Financial Group Inc. | 66,925 | $6.32M | 0.11% | +66,925 | New |
| Ci Investments Inc. | 66,958 | $6.32M | 0.03% | −16,541−19.8% | Reduced |
| Stifel Financial Corp | 69,527 | $6.56M | 0.01% | +1,931+2.9% | Added |
| SFMG, LLC | 72,310 | $6.82M | 0.76% | −3,992−5.2% | Reduced |
| OnyxPoint Global Management LP | 72,575 | $6.85M | 5.31% | +72,575 | New |
| Goehring & Rozencwajg Associates, LLC | 72,992 | $6.89M | 2.45% | +72,992 | New |
| Squarepoint Ops LLC | 74,851 | $7.06M | 0.05% | −230,400−75.5% | Reduced |
| American Century Companies Inc | 77,257 | $7.29M | 0.01% | +23,676+44.2% | Added |
| Vident Investment Advisory, LLC | 77,696 | $7.33M | 0.28% | −12,519−13.9% | Reduced |
| Hartree Partners, LP | 78,100 | $7.37M | 6.33% | +13,500+20.9% | Added |
| Mutual of America Capital Management LLC | 78,360 | $7.39M | 0.09% | −11,559−12.9% | Reduced |
| Huber Capital Management LLC | 80,040 | $7.55M | 1.91% | −25,100−23.9% | Reduced |
| Credit Suisse AG | 82,817 | $7.82M | 0.01% | −14,175−14.6% | Reduced |
| Man Group plc | 86,648 | $8.18M | 0.03% | +63,240+270.2% | Added |
| Brightline Capital Management, LLC | 89,000 | $8.40M | 18.50% | +16,000+21.9% | Added |
| Russell Investments Group, Ltd. | 90,203 | $8.51M | 0.02% | +44,990+99.5% | Added |
| Barclays PLC | 90,512 | $8.54M | 0.01% | −171,938−65.5% | Reduced |
| Long Focus Capital Management, LLC | 91,175 | $8.60M | 1.42% | +1,725+1.9% | Added |
| Riposte Capital LLC | 93,227 | $8.80M | 5.16% | +93,227 | New |
| Gilder Gagnon Howe & Co LLC | 94,195 | $8.89M | 0.17% | +94,195 | New |
| Bandera Partners LLC | 95,000 | $8.97M | 4.24% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 96,277 | $9.09M | 0.46% | +22,866+31.1% | Added |
| CWA Asset Management Group, LLC | 98,173 | $9.26M | 0.75% | +51,503+110.4% | Added |
| Pictet Asset Management SA | 102,084 | $9.63M | 0.01% | −35,928−26.0% | Reduced |
| Impala Asset Management LLC | 106,400 | $10.0M | 5.61% | +1,400+1.3% | Added |
| Truist Financial Corp | 106,913 | $10.1M | 0.02% | +2,530+2.4% | Added |
| Employees Retirement System of Texas | 113,351 | $10.7M | 0.16% | +113,351 | New |
| BancorpSouth Bank | 113,918 | $10.8M | 0.99% | +2,657+2.4% | Added |
| Bienville Capital Management, LLC | 114,003 | $10.8M | 4.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 115,560 | $10.9M | 0.01% | −139−0.1% | Reduced |
| Brigade Capital Management, LP | 115,975 | $10.9M | 5.54% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 116,037 | $11.0M | 0.01% | +22,813+24.5% | Added |
| Citigroup Inc | 117,339 | $11.1M | 0.02% | +97,033+477.9% | Added |
| Schroder Investment Management Group | 119,559 | $11.3M | 0.02% | +87,839+276.9% | Added |
| Brandes Investment Partners, LP | 119,755 | $11.3M | 0.32% | −43,546−26.7% | Reduced |
| Royal Bank of Canada | 123,938 | $11.7M | 0.00% | +37,691+43.7% | Added |
| State Board of Administration of Florida Retirement System | 126,808 | $12.0M | 0.03% | −7,060−5.3% | Reduced |
| Royce & Associates LP | 127,445 | $12.0M | 0.13% | −20,600−13.9% | Reduced |
| Victory Capital Management Inc | 128,571 | $12.1M | 0.01% | +32,406+33.7% | Added |
| Rhumbline Advisers | 132,284 | $12.5M | 0.02% | +2,501+1.9% | Added |
| Janney Capital Management LLC | 135,253 | $12.8M | 0.91% | +5,171+4.0% | Added |
| State of Wisconsin Investment Board | 139,850 | $13.2M | 0.04% | −90,249−39.2% | Reduced |
| Ruffer LLP | 145,569 | $13.8M | 0.92% | −404,735−73.5% | Reduced |
| Kempen Capital Management N.V. | 154,163 | $14.5M | 0.42% | −1,530−1.0% | Reduced |
| Principal Financial Group Inc | 156,957 | $14.8M | 0.01% | +143,486+1,065.1% | Added |
| HITE Hedge Asset Management LLC | 160,652 | $15.2M | 1.25% | −34,310−17.6% | Reduced |
| UBS Group AG | 161,319 | $15.2M | 0.01% | −91,573−36.2% | Reduced |
| Franklin Resources Inc | 163,949 | $15.5M | 0.01% | +9,565+6.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 167,029 | $15.8M | 0.45% | +33,548+25.1% | Added |