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 |
|---|---|---|---|---|---|
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −8,351−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −8,015−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −7,778−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −6,548−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −6,547−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −6,480−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −6,391−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −5,997−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −5,606−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −5,460−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −5,433−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −5,427−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −4,937−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −4,588−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,255−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,051−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −3,719−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −3,531−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,519−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −3,465−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,156−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −3,129−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −2,788−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −2,761−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | −2,497−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −2,364−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −2,265−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,165−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −2,149−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Seeyond | – | – | – | – | Not filed |
| Regent Investment Management LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| YorkBridge Wealth Partners, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |