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, Q1 2023
Institutional positions in Expand Energy Corp as of Mar 31, 2023. 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
- 459
- −27 vs. Q4 2022
- Shares held
- 128.2M
- −2.45M (−1.9%) vs. Q4 2022
- Total value
- $9.73B
- −$2.59B (−21.0%) vs. Q4 2022
- New holders
- 72
- 199 more added
- Sold out
- 99
- 132 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 76 | $1 | 0.00% | −18−19.1% | Reduced |
| New York State Common Retirement Fund | 1 | $72 | 0.00% | −53,200−100.0% | Reduced |
| Gradient Investments LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Creative Planning | 1 | $77 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $152 | 0.00% | −33−94.3% | Reduced |
| SJS Investment Consulting Inc. | 2 | $153 | 0.00% | −14−87.5% | Reduced |
| True Wealth Design, LLC | 2 | $153 | 0.00% | +1+100.0% | Added |
| Accel Wealth Management | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $684 | 0.00% | +9 | New |
| RFP Financial Group LLC | 11 | $836 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $836 | 0.00% | +11 | New |
| Cary Street Partner Investment Advisory LLC | 12 | $912 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $989 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 21 | $1.63K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $1.90K | 0.00% | −65−72.2% | Reduced |
| Glassman Wealth Services | 26 | $1.98K | 0.00% | +10+62.5% | Added |
| FinTrust Capital Advisors, LLC | 21 | $1.98K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 27 | $2.02K | 0.00% | +27 | New |
| JFS Wealth Advisors, LLC | 29 | $2.21K | 0.00% | −13−31.0% | Reduced |
| Bell Investment Advisors, Inc | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $2.28K | 0.00% | −4−11.8% | Reduced |
| Versant Capital Management, Inc | 33 | $2.50K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 33 | $2.51K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 40 | $3.04K | 0.00% | −162−80.2% | Reduced |
| Atlas Capital Advisors LLC | 41 | $3.12K | 0.00% | −1,040−96.2% | Reduced |
| Armstrong Advisory Group, Inc | 50 | $3.80K | 0.00% | +50 | New |
| Benjamin F. Edwards & Company, Inc. | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 55 | $4.18K | 0.00% | +55 | New |
| Washington Trust Advisors, Inc. | 55 | $4.18K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 63 | $5.00K | 0.00% | −90−58.8% | Reduced |
| Institutional & Family Asset Management, LLC | 69 | $5.25K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 74 | $5.63K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 79 | $6.01K | 0.00% | +79 | New |
| TCI Wealth Advisors, Inc. | 81 | $6.16K | 0.00% | +81 | New |
| BerganKDV Wealth Management, LLC | 100 | $7.60K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $7.60K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $7.60K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $7.60K | 0.00% | +100 | New |
| Oliver Lagore Vanvalin Investment Group | 105 | $7.98K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 110 | $8.36K | 0.00% | +110 | New |
| AdvisorNet Financial, Inc | 113 | $8.59K | 0.00% | −12−9.6% | Reduced |
| Private Trust Co NA | 120 | $9.13K | 0.00% | +15+14.3% | Added |
| Colonial Trust Co | 127 | $9.52K | 0.00% | +30+30.9% | Added |
| Distillate Capital Partners LLC | 127 | $9.66K | 2.63% | +26+25.7% | Added |
| Geneos Wealth Management Inc. | 139 | $10.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 140 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 144 | $10.9K | 0.00% | +78+118.2% | Added |
| Parkside Financial Bank & Trust | 156 | $11.9K | 0.00% | −44−22.0% | Reduced |
| Pinnacle Bancorp, Inc. | 158 | $12.0K | 0.00% | +14+9.7% | Added |
| GWM Advisors LLC | 179 | $13.6K | 0.00% | −1,666−90.3% | Reduced |
| Spire Wealth Management | 202 | $15.3K | 0.00% | +93+85.3% | Added |
| Allworth Financial LP | 208 | $15.8K | 0.00% | +203+4,060.0% | Added |
| Bessemer Group Inc | 214 | $16.0K | 0.00% | +107+100.0% | Added |
| TD Private Client Wealth LLC | 214 | $16.3K | 0.00% | +139+185.3% | Added |
| First Horizon Advisors, Inc. | 217 | $16.5K | 0.00% | −1,619−88.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $18.9K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 261 | $19.9K | 0.01% | +27+11.5% | Added |
| Quadrant Capital Group LLC | 305 | $23.2K | 0.00% | −347−53.2% | Reduced |
| Exos TFP Holdings LLC | 307 | $23.3K | 0.01% | +224+269.9% | Added |
| Belpointe Asset Management LLC | 347 | $26.4K | 0.00% | +287+478.3% | Added |
| Kistler-Tiffany Companies, LLC | 388 | $29.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 359 | $34.0K | 0.00% | −71−16.5% | Reduced |
| Resurgent Financial Advisors LLC | 450 | $34.2K | 0.02% | +11+2.5% | Added |
| Westside Investment Management, Inc. | 520 | $39.5K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 530 | $40.3K | 0.02% | +27+5.4% | Added |
| Achmea Investment Management B.V. | 552 | $42.0K | 0.00% | −552−50.0% | Reduced |
| Farther Finance Advisors, LLC | 565 | $43.0K | 0.01% | +457+423.1% | Added |
| Cullen/Frost Bankers, Inc. | 600 | $45.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 608 | $46.8K | 0.00% | +598+5,980.0% | Added |
| Huntington National Bank | 680 | $51.7K | 0.00% | −25−3.5% | Reduced |
| Parallel Advisors, LLC | 685 | $52.1K | 0.00% | +335+95.7% | Added |
| Signaturefd, LLC | 772 | $58.7K | 0.00% | +98+14.5% | Added |
| Northwest Investment Counselors, LLC | 800 | $60.8K | 0.02% | −200−20.0% | Reduced |
| Princeton Global Asset Management LLC | 840 | $63.9K | 0.02% | +2+0.2% | Added |
| Covestor Ltd | 886 | $67.0K | 0.06% | +260+41.5% | Added |
| Clear Street Markets LLC | 900 | $68.0K | 0.02% | −5,600−86.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 969 | $73.7K | 0.00% | +151+18.5% | Added |
| Ostrum Asset Management | 1,023 | $77.8K | 0.01% | +1,023 | New |
| Cutler Group LP | 1,061 | $80.0K | 0.01% | +420+65.5% | Added |
| Bokf, NA | 1,146 | $87.1K | 0.00% | −33,000−96.6% | Reduced |
| Altshuler Shaham Ltd | 1,201 | $91.3K | 0.00% | +59+5.2% | Added |
| American International Group, Inc. | 1,219 | $92.7K | 0.00% | −27−2.2% | Reduced |
| IFP Advisors, Inc | 2,104 | $94.7K | 0.00% | −4,259−66.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,495 | $114.0K | 0.03% | −2,413−61.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,500 | $114.1K | 0.06% | +1,500 | New |
| Meeder Asset Management Inc | 1,541 | $117.2K | 0.01% | −8,025−83.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,665 | $127.0K | 0.00% | +245+17.3% | Added |
| Machina Capital S.A.S. | 1,700 | $129.3K | 0.11% | +1,700 | New |
| Larson Financial Group LLC | 1,965 | $149.4K | 0.02% | −17,451−89.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,042 | $155.0K | 0.13% | +17+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 2,125 | $161.6K | 0.12% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,138 | $162.6K | 0.51% | +879+69.8% | Added |
| Shay Capital LLC | 2,233 | $169.8K | 0.07% | +1,533+219.0% | Added |
| Vestcor Inc | 2,437 | $185.0K | 0.01% | −25,000−91.1% | Reduced |
| CWM, LLC | 2,446 | $186.0K | 0.00% | +110+4.7% | Added |
| MetLife Investment Management | 2,508 | $190.7K | 0.00% | +5+0.2% | Added |
| Forum Financial Management, LP | 2,649 | $201.4K | 0.01% | −10−0.4% | Reduced |
| Texas Yale Capital Corp. | 2,650 | $201.5K | 0.01% | 00.0% | Unchanged |