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; 853 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, Q2 2023
Institutional positions in Expand Energy Corp as of Jun 30, 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
- 457
- 0 vs. Q1 2023
- Shares held
- 129.7M
- +1.53M (+1.2%) vs. Q1 2023
- Total value
- $10.9B
- +$1.13B (+11.6%) vs. Q1 2023
- New holders
- 66
- 158 more added
- Sold out
- 66
- 161 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 853 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 2 | $0 | 0.00% | −357−99.4% | Reduced |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Gradient Investments LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2 | $167 | 0.00% | −309,061−100.0% | Reduced |
| Tfo-TDC, LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $168 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $335 | 0.00% | +4 | New |
| JJJ Advisors Inc. | 9 | $754 | 0.00% | +9 | New |
| RFP Financial Group LLC | 11 | $920 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.00K | 0.00% | +10+500.0% | Added |
| Credential Qtrade Securities Inc. | 13 | $1.09K | 0.00% | +13 | New |
| Cary Street Partner Investment Advisory LLC | 16 | $1.34K | 0.00% | +4+33.3% | Added |
| Sofos Investments, Inc. | 84 | $1.64K | 0.01% | +8+10.5% | Added |
| Financial Perspectives, Inc | 22 | $1.82K | 0.00% | +1+4.8% | Added |
| Glassman Wealth Services | 22 | $1.84K | 0.00% | −4−15.4% | Reduced |
| FinTrust Capital Advisors, LLC | 21 | $1.98K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 20 | $2.00K | 0.00% | +20 | New |
| Old Point Trust & Financial Services N A | 28 | $2.34K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 29 | $2.43K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 33 | $2.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $2.93K | 0.00% | +2+6.1% | Added |
| JFS Wealth Advisors, LLC | 37 | $3.10K | 0.00% | +8+27.6% | Added |
| Disciplined Investments, LLC | 38 | $3.18K | 0.00% | −492−92.8% | Reduced |
| Proequities, Inc. | 41 | $3.43K | 0.00% | +1+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $4.10K | 0.00% | +49 | New |
| Armstrong Advisory Group, Inc | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 55 | $4.60K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 68 | $5.69K | 0.00% | +68 | New |
| Institutional & Family Asset Management, LLC | 69 | $5.77K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 74 | $6.19K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 78 | $7.00K | 0.00% | +78 | New |
| BerganKDV Wealth Management, LLC | 100 | $8.37K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $8.37K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $8.37K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 100 | $8.37K | 0.00% | +100 | New |
| Oliver Lagore Vanvalin Investment Group | 105 | $8.79K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 108 | $9.07K | 0.00% | −19−15.0% | Reduced |
| Carmel Capital Partners, LLC | 110 | $9.21K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 129 | $10.8K | 0.00% | +99+330.0% | Added |
| AdvisorNet Financial, Inc | 130 | $10.9K | 0.00% | +17+15.0% | Added |
| Geneos Wealth Management Inc. | 139 | $11.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 140 | $11.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 143 | $12.0K | 0.00% | −36−20.1% | Reduced |
| Pinnacle Bancorp, Inc. | 158 | $13.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 213 | $17.8K | 0.00% | +200+1,538.5% | Added |
| Fiduciary Alliance LLC | 215 | $18.0K | 0.00% | +215 | New |
| First Horizon Advisors, Inc. | 234 | $19.6K | 0.00% | +17+7.8% | Added |
| Allworth Financial LP | 239 | $20.0K | 0.00% | +31+14.9% | Added |
| Spire Wealth Management | 243 | $20.3K | 0.00% | +41+20.3% | Added |
| TD Private Client Wealth LLC | 248 | $20.8K | 0.00% | +34+15.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $20.8K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 277 | $23.0K | 0.00% | −1,218−81.5% | Reduced |
| Farther Finance Advisors, LLC | 284 | $23.8K | 0.01% | −281−49.7% | Reduced |
| Quadrant Capital Group LLC | 303 | $25.4K | 0.00% | −2−0.7% | Reduced |
| Larson Financial Group LLC | 338 | $28.3K | 0.00% | −1,627−82.8% | Reduced |
| Private Trust Co NA | 339 | $28.4K | 0.00% | +219+182.5% | Added |
| First Personal Financial Services | 347 | $29.1K | 0.01% | +86+33.0% | Added |
| Hexagon Capital Partners LLC | 359 | $30.0K | 0.01% | +215+149.3% | Added |
| Parkside Financial Bank & Trust | 362 | $30.3K | 0.01% | +206+132.1% | Added |
| Kistler-Tiffany Companies, LLC | 388 | $32.5K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 447 | $37.4K | 0.02% | −3−0.7% | Reduced |
| Westside Investment Management, Inc. | 520 | $43.5K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 552 | $46.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 599 | $50.0K | 0.01% | −462−43.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 600 | $50.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 620 | $51.9K | 0.00% | +12+2.0% | Added |
| Huntington National Bank | 723 | $60.5K | 0.00% | +43+6.3% | Added |
| Mendota Financial Group, LLC | 775 | $64.9K | 0.07% | +775 | New |
| Parallel Advisors, LLC | 792 | $66.3K | 0.00% | +107+15.6% | Added |
| Northwest Investment Counselors, LLC | 800 | $66.9K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 842 | $70.5K | 0.02% | +2+0.2% | Added |
| Harbor Capital Advisors, Inc. | 851 | $71.2K | 0.01% | +851 | New |
| IFP Advisors, Inc | 1,644 | $74.0K | 0.00% | −460−21.9% | Reduced |
| UniSuper Management Pty Ltd | 900 | $75.3K | 0.00% | +900 | New |
| Federation des caisses Desjardins du Quebec | 969 | $81.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $83.7K | 0.00% | −2,700−73.0% | Reduced |
| Ostrum Asset Management | 1,024 | $85.7K | 0.01% | +1+0.1% | Added |
| Signaturefd, LLC | 1,057 | $88.5K | 0.00% | +285+36.9% | Added |
| Altshuler Shaham Ltd | 1,106 | $92.5K | 0.00% | −95−7.9% | Reduced |
| American International Group, Inc. | 1,131 | $94.6K | 0.00% | −88−7.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,400 | $117.2K | 0.06% | −100−6.7% | Reduced |
| Ashburton (Jersey) Ltd | 1,930 | $162.0K | 0.08% | +1,930 | New |
| Hazlett, Burt & Watson, Inc. | 2,038 | $171.0K | 0.13% | −4−0.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,125 | $177.8K | 0.09% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,138 | $178.9K | 0.53% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,160 | $181.0K | 0.00% | −13,403−86.1% | Reduced |
| CWM, LLC | 2,397 | $201.0K | 0.00% | −49−2.0% | Reduced |
| Apollon Wealth Management, LLC | 2,437 | $203.9K | 0.01% | +2,437 | New |
| Vestcor Inc | 2,437 | $204.0K | 0.01% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 2,487 | $208.1K | 0.07% | −2,500−50.1% | Reduced |
| Moore Capital Management, LP | 2,500 | $209.2K | 0.01% | +2,500 | New |
| Plan Group Financial, LLC | 2,500 | $209.2K | 0.17% | +2,500 | New |
| MetLife Investment Management | 2,512 | $210.2K | 0.00% | +4+0.2% | Added |
| MidWestOne Financial Group, Inc. | 2,533 | $212.0K | 0.05% | +2,533 | New |
| Cipher Capital LP | 2,534 | $212.0K | 0.04% | +2,534 | New |
| Prelude Capital Management, LLC | 2,555 | $213.8K | 0.02% | +2,555 | New |
| Covestor Ltd | 2,563 | $215.0K | 0.16% | +1,677+189.3% | Added |
| Valeo Financial Advisors, LLC | 2,604 | $217.9K | 0.01% | +2,604 | New |