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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 168,510 | $15.9M | 0.01% | +32,481+23.9% | Added |
| Susquehanna International Group, LLP | 168,567 | $15.9M | 0.03% | −86,351−33.9% | Reduced |
| Lion Point Capital, LP | 174,250 | $16.0M | 9.55% | −35,000−16.7% | Reduced |
| California State Teachers Retirement System | 170,922 | $16.1M | 0.03% | +24,159+16.5% | Added |
| Merewether Investment Management, LP | 174,705 | $16.5M | 1.61% | −182,000−51.0% | Reduced |
| Mackenzie Financial Corp | 180,092 | $17.0M | 0.03% | −21,689−10.7% | Reduced |
| QVT Financial LP | 184,299 | $17.4M | 1.04% | 00.0% | Unchanged |
| Sagefield Capital LP | 184,798 | $17.4M | 4.42% | +14,766+8.7% | Added |
| Raymond James & Associates | 184,945 | $17.5M | 0.02% | +45,850+33.0% | Added |
| Ninepoint Partners LP | 185,000 | $17.5M | 2.45% | +55,000+42.3% | Added |
| TCW Group Inc | 190,400 | $18.0M | 0.26% | 00.0% | Unchanged |
| Wells Fargo & Company | 209,328 | $19.8M | 0.01% | +38,252+22.4% | Added |
| Payden & Rygel | 215,300 | $20.3M | 1.08% | −7,600−3.4% | Reduced |
| Advisory Research Inc | 226,638 | $21.4M | 2.01% | −180,230−44.3% | Reduced |
| First Republic Investment Management, Inc. | 228,017 | $21.5M | 0.05% | +128,925+130.1% | Added |
| Highland Peak Capital, LLC | 231,157 | $21.8M | 19.71% | +231,157 | New |
| Jane Street Group, LLC | 233,609 | $22.0M | 0.04% | −165,200−41.4% | Reduced |
| River Road Asset Management, LLC | 233,754 | $22.1M | 0.30% | −10,443−4.3% | Reduced |
| Nicholas Investment Partners, LP | 234,639 | $22.1M | 1.94% | −41,502−15.0% | Reduced |
| Hodges Capital Management Inc. | 244,703 | $23.1M | 2.00% | +133,278+119.6% | Added |
| Electron Capital Partners, LLC | 244,705 | $23.1M | 1.03% | −6,005−2.4% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 253,055 | $23.9M | 1.77% | +163,055+181.2% | Added |
| Whitebox Advisors LLC | 255,250 | $24.1M | 0.90% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 260,301 | $24.6M | 0.02% | +260,301 | New |
| Alta Fundamental Advisers LLC | 260,940 | $24.6M | 10.72% | +11,000+4.4% | Added |
| Thornburg Investment Management Inc | 273,679 | $25.8M | 0.44% | −32,524−10.6% | Reduced |
| California Public Employees Retirement System | 279,731 | $26.4M | 0.02% | −1,213−0.4% | Reduced |
| Jennison Associates LLC | 283,779 | $26.8M | 0.03% | +54,236+23.6% | Added |
| ExodusPoint Capital Management, LP | 300,149 | $28.3M | 0.44% | −99,415−24.9% | Reduced |
| Cobalt Capital Management, Inc. | 310,000 | $29.3M | 12.20% | −140,000−31.1% | Reduced |
| Holocene Advisors, LP | 336,501 | $31.8M | 0.20% | −100,412−23.0% | Reduced |
| LSP Investment Advisors, LLC | 336,605 | $31.8M | 13.97% | −35,272−9.5% | Reduced |
| Amundi | 361,351 | $32.4M | 0.02% | +361,295+645,169.6% | Added |
| Deutsche Bank AG | 346,043 | $32.7M | 0.02% | +174,575+101.8% | Added |
| Schwartz Investment Counsel Inc | 371,300 | $35.0M | 1.59% | +30,000+8.8% | Added |
| Miller Value Partners, LLC | 383,200 | $36.2M | 2.34% | +333,200+666.4% | Added |
| Morgan Stanley | 415,372 | $39.2M | 0.00% | −92,885−18.3% | Reduced |
| Swiss National Bank | 417,300 | $39.4M | 0.03% | +145,700+53.6% | Added |
| Allianz Asset Management GmbH | 432,533 | $40.8M | 0.09% | −7,317−1.7% | Reduced |
| UBS Asset Management Americas Inc | 435,884 | $41.1M | 0.02% | +117,510+36.9% | Added |
| Legal & General Group Plc | 443,325 | $41.8M | 0.02% | +279,488+170.6% | Added |
| Castle Hook Partners LP | 454,551 | $42.9M | 4.73% | −108,121−19.2% | Reduced |
| SIR Capital Management, L.P. | 458,609 | $43.3M | 4.55% | +239,100+108.9% | Added |
| AQR Capital Management LLC | 467,697 | $44.1M | 0.10% | +268,784+135.1% | Added |
| Key Group Holdings (Cayman), Ltd. | 505,942 | $47.7M | 3.59% | −137,143−21.3% | Reduced |
| Ceredex Value Advisors LLC | 516,000 | $48.7M | 0.75% | +516,000 | New |
| Ameriprise Financial Inc | 527,866 | $49.8M | 0.02% | +300,706+132.4% | Added |
| Van Eck Associates Corp | 540,571 | $51.0M | 0.13% | −1,352−0.2% | Reduced |
| Northern Trust Corp | 547,052 | $51.6M | 0.01% | +123,981+29.3% | Added |
| Kadensa Capital Ltd | 559,533 | $52.8M | 15.84% | +42,189+8.2% | Added |
| Charles Schwab Investment Management Inc | 590,940 | $55.8M | 0.02% | +77,060+15.0% | Added |
| Voloridge Investment Management, LLC | 603,951 | $57.0M | 0.32% | −332,099−35.5% | Reduced |
| Neuberger Berman Group LLC | 607,059 | $57.3M | 0.06% | +10,891+1.8% | Added |
| Macquarie Group Ltd | 625,190 | $59.0M | 0.07% | −33,938−5.1% | Reduced |
| Renaissance Technologies LLC | 663,420 | $62.6M | 0.09% | −408,400−38.1% | Reduced |
| Nuveen Asset Management, LLC | 672,737 | $63.5M | 0.02% | +52,288+8.4% | Added |
| Thompson Siegel & Walmsley LLC | 673,210 | $63.5M | 1.03% | +51,618+8.3% | Added |
| CSS LLC | 676,752 | $63.9M | 4.17% | +676,752 | New |
| Cannell Peter B & Co Inc | 709,519 | $67.0M | 2.41% | +5,555+0.8% | Added |
| Scout Investments, Inc. | 717,556 | $67.7M | 1.38% | +169,327+30.9% | Added |
| Adage Capital Partners GP, L.L.C. | 720,812 | $68.0M | 0.16% | −190,000−20.9% | Reduced |
| Bank of America Corp | 757,834 | $71.5M | 0.01% | +44,642+6.3% | Added |
| LSV Asset Management | 958,500 | $90.5M | 0.20% | +638,290+199.3% | Added |
| Pacer Advisors, Inc. | 979,187 | $92.4M | 0.47% | +527,700+116.9% | Added |
| Two Sigma Investments, LP | 991,234 | $93.5M | 0.30% | −445,940−31.0% | Reduced |
| Dimensional Fund Advisors LP | 1,033,729 | $97.6M | 0.03% | −408,557−28.3% | Reduced |
| Goldman Sachs Group Inc | 1,072,035 | $101.2M | 0.03% | +166,769+18.4% | Added |
| JPMorgan Chase & Co | 1,228,968 | $116.0M | 0.02% | +546,450+80.1% | Added |
| Invesco Ltd. | 1,287,663 | $121.5M | 0.04% | −59,142−4.4% | Reduced |
| Price T Rowe Associates Inc | 1,462,502 | $138.0M | 0.02% | +1,419,143+3,273.0% | Added |
| First Trust Advisors LP | 1,473,331 | $139.0M | 0.17% | +897,274+155.8% | Added |
| Geode Capital Management, LLC | 1,737,697 | $163.8M | 0.02% | +142,055+8.9% | Added |
| Slate Path Capital LP | 1,909,000 | $180.2M | 9.69% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,938,557 | $182.9M | 0.31% | −1,537,938−44.2% | Reduced |
| Glendon Capital Management LP | 2,124,060 | $200.3M | 17.19% | −199,464−8.6% | Reduced |
| State Street Corp | 2,218,080 | $209.3M | 0.01% | +490,746+28.4% | Added |
| Lord, Abbett & Co. LLC | 2,248,659 | $212.2M | 0.76% | +136,298+6.5% | Added |
| Bank of New York Mellon Corp | 2,355,541 | $222.3M | 0.05% | +158,714+7.2% | Added |
| Massachusetts Financial Services Co | 2,411,930 | $227.6M | 0.08% | +1,182,100+96.1% | Added |
| Kimmeridge Energy Management Company, LLC | 2,564,693 | $242.0M | 10.08% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,662,207 | $251.2M | 0.25% | +554,395+26.3% | Added |
| Prudential Financial Inc | 2,909,297 | $271.9M | 0.46% | −3,156,237−52.0% | Reduced |
| Orbis Allan Gray Ltd | 3,218,795 | $303.8M | 2.41% | +96,682+3.1% | Added |
| FMR LLC | 3,243,242 | $306.1M | 0.03% | −176,462−5.2% | Reduced |
| Wellington Management Group LLP | 4,769,417 | $450.1M | 0.09% | −501,963−9.5% | Reduced |
| BlackRock Inc. | 7,113,360 | $671.3M | 0.02% | +1,407,846+24.7% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 8,629,879 | $814.4M | 8.83% | −1,170,121−11.9% | Reduced |
| Capital World Investors | 9,848,419 | $929.4M | 0.20% | −272,244−2.7% | Reduced |
| Vanguard Group Inc | 12,486,696 | $1.18B | 0.03% | +1,306,215+11.7% | Added |
| Blackstone Group Inc. | 12,665,899 | $1.20B | 4.55% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 4,000 | – | – | −16,287−80.3% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −869,885−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −790,896−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −433,005−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −334,851−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −195,964−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −142,775−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −77,172−100.0% | Sold out |
| Silver Point Capital L.P. | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |