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 |
|---|---|---|---|---|---|
| First Personal Financial Services | 261 | $19.9K | 0.01% | +27+11.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $18.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 217 | $16.5K | 0.00% | −1,619−88.2% | Reduced |
| TD Private Client Wealth LLC | 214 | $16.3K | 0.00% | +139+185.3% | Added |
| Bessemer Group Inc | 214 | $16.0K | 0.00% | +107+100.0% | Added |
| Allworth Financial LP | 208 | $15.8K | 0.00% | +203+4,060.0% | Added |
| Spire Wealth Management | 202 | $15.3K | 0.00% | +93+85.3% | Added |
| GWM Advisors LLC | 179 | $13.6K | 0.00% | −1,666−90.3% | Reduced |
| Pinnacle Bancorp, Inc. | 158 | $12.0K | 0.00% | +14+9.7% | Added |
| Parkside Financial Bank & Trust | 156 | $11.9K | 0.00% | −44−22.0% | Reduced |
| Hexagon Capital Partners LLC | 144 | $10.9K | 0.00% | +78+118.2% | Added |
| Anchor Investment Management, LLC | 140 | $10.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 139 | $10.6K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 127 | $9.66K | 2.63% | +26+25.7% | Added |
| Colonial Trust Co | 127 | $9.52K | 0.00% | +30+30.9% | Added |
| Private Trust Co NA | 120 | $9.13K | 0.00% | +15+14.3% | Added |
| AdvisorNet Financial, Inc | 113 | $8.59K | 0.00% | −12−9.6% | Reduced |
| Carmel Capital Partners, LLC | 110 | $8.36K | 0.00% | +110 | New |
| Oliver Lagore Vanvalin Investment Group | 105 | $7.98K | 0.00% | 00.0% | Unchanged |
| 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 |
| TCI Wealth Advisors, Inc. | 81 | $6.16K | 0.00% | +81 | New |
| WR Wealth Planners, LLC | 79 | $6.01K | 0.00% | +79 | New |
| Tanglewood Legacy Advisors, LLC | 74 | $5.63K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 69 | $5.25K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 63 | $5.00K | 0.00% | −90−58.8% | Reduced |
| Washington Trust Advisors, Inc. | 55 | $4.18K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 55 | $4.18K | 0.00% | +55 | New |
| Benjamin F. Edwards & Company, Inc. | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $3.80K | 0.00% | +50 | New |
| Atlas Capital Advisors LLC | 41 | $3.12K | 0.00% | −1,040−96.2% | Reduced |
| Proequities, Inc. | 40 | $3.04K | 0.00% | −162−80.2% | Reduced |
| Credit Agricole S A | 33 | $2.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $2.50K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $2.28K | 0.00% | −4−11.8% | Reduced |
| 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 |
| Activest Wealth Management | 27 | $2.02K | 0.00% | +27 | New |
| FinTrust Capital Advisors, LLC | 21 | $1.98K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 26 | $1.98K | 0.00% | +10+62.5% | Added |
| Schubert & Co | 25 | $1.90K | 0.00% | −65−72.2% | Reduced |
| Financial Perspectives, Inc | 21 | $1.63K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $989 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 12 | $912 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 11 | $836 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $836 | 0.00% | +11 | New |
| Zions Bancorporation, N.A. | 9 | $684 | 0.00% | +9 | New |
| Accel Wealth Management | 4 | $304 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $153 | 0.00% | −14−87.5% | Reduced |
| True Wealth Design, LLC | 2 | $153 | 0.00% | +1+100.0% | Added |
| Tfo-TDC, LLC | 2 | $152 | 0.00% | −33−94.3% | Reduced |
| Creative Planning | 1 | $77 | 0.00% | +1 | New |
| Gradient Investments LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1 | $72 | 0.00% | −53,200−100.0% | Reduced |
| Sofos Investments, Inc. | 76 | $1 | 0.00% | −18−19.1% | Reduced |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −717,556−100.0% | Sold out |
| Key Group Holdings (Cayman), Ltd. | 0 | $0 | 0.00% | −505,942−100.0% | Sold out |
| LSP Investment Advisors, LLC | 0 | $0 | 0.00% | −336,605−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −336,501−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −300,149−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −244,705−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −228,017−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −226,638−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −215,300−100.0% | Sold out |
| Lion Point Capital, LP | 0 | $0 | 0.00% | −174,250−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −160,652−100.0% | Sold out |
| Brigade Capital Management, LP | 0 | $0 | 0.00% | −115,975−100.0% | Sold out |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −106,400−100.0% | Sold out |
| Brightline Capital Management, LLC | 0 | $0 | 0.00% | −89,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −65,026−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −63,181−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −59,583−100.0% | Sold out |
| Cheyne Capital Management (UK) LLP | 0 | $0 | 0.00% | −39,506−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −39,469−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −32,982−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −31,159−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −29,870−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −26,770−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −24,464−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −20,766−100.0% | Sold out |
| Contrarian Capital Management, L.L.C. | 0 | $0 | 0.00% | −20,333−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −20,265−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −17,678−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −17,138−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −14,769−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −13,872−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −13,757−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −12,636−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −12,168−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,536−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,177−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −11,113−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −9,375−100.0% | Sold out |