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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 338 | $28.3K | 0.00% | −1,627−82.8% | Reduced |
| Quadrant Capital Group LLC | 303 | $25.4K | 0.00% | −2−0.7% | Reduced |
| Farther Finance Advisors, LLC | 284 | $23.8K | 0.01% | −281−49.7% | Reduced |
| Harvest Fund Management Co., Ltd | 277 | $23.0K | 0.00% | −1,218−81.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $20.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 248 | $20.8K | 0.00% | +34+15.9% | Added |
| Spire Wealth Management | 243 | $20.3K | 0.00% | +41+20.3% | Added |
| Allworth Financial LP | 239 | $20.0K | 0.00% | +31+14.9% | Added |
| First Horizon Advisors, Inc. | 234 | $19.6K | 0.00% | +17+7.8% | Added |
| Fiduciary Alliance LLC | 215 | $18.0K | 0.00% | +215 | New |
| Beacon Capital Management, LLC | 213 | $17.8K | 0.00% | +200+1,538.5% | Added |
| Pinnacle Bancorp, Inc. | 158 | $13.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 143 | $12.0K | 0.00% | −36−20.1% | Reduced |
| Anchor Investment Management, LLC | 140 | $11.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 139 | $11.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 130 | $10.9K | 0.00% | +17+15.0% | Added |
| Lindbrook Capital, LLC | 129 | $10.8K | 0.00% | +99+330.0% | Added |
| Carmel Capital Partners, LLC | 110 | $9.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 108 | $9.07K | 0.00% | −19−15.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 105 | $8.79K | 0.00% | 00.0% | Unchanged |
| 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 |
| TSFG, LLC | 78 | $7.00K | 0.00% | +78 | New |
| Tanglewood Legacy Advisors, LLC | 74 | $6.19K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 69 | $5.77K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 68 | $5.69K | 0.00% | +68 | New |
| Washington Trust Advisors, Inc. | 55 | $4.60K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $4.10K | 0.00% | +49 | New |
| Benjamin F. Edwards & Company, Inc. | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 41 | $3.43K | 0.00% | +1+2.5% | Added |
| Disciplined Investments, LLC | 38 | $3.18K | 0.00% | −492−92.8% | Reduced |
| JFS Wealth Advisors, LLC | 37 | $3.10K | 0.00% | +8+27.6% | Added |
| Versant Capital Management, Inc | 35 | $2.93K | 0.00% | +2+6.1% | Added |
| Credit Agricole S A | 33 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $2.43K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 28 | $2.34K | 0.00% | +28 | New |
| Psagot Value Holdings Ltd. / (Israel) | 20 | $2.00K | 0.00% | +20 | New |
| FinTrust Capital Advisors, LLC | 21 | $1.98K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $1.84K | 0.00% | −4−15.4% | Reduced |
| Financial Perspectives, Inc | 22 | $1.82K | 0.00% | +1+4.8% | Added |
| Sofos Investments, Inc. | 84 | $1.64K | 0.01% | +8+10.5% | Added |
| Cary Street Partner Investment Advisory LLC | 16 | $1.34K | 0.00% | +4+33.3% | Added |
| Credential Qtrade Securities Inc. | 13 | $1.09K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 12 | $1.00K | 0.00% | +10+500.0% | Added |
| Highlander Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 11 | $920 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 9 | $754 | 0.00% | +9 | New |
| TFC Financial Management | 4 | $335 | 0.00% | +4 | New |
| True Wealth Design, LLC | 2 | $168 | 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 |
| Gradient Investments LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2 | $0 | 0.00% | −357−99.4% | Reduced |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −2,271,370−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −234,705−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| QVT Financial LP | 0 | $0 | 0.00% | −184,299−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −151,299−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −124,998−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −104,087−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −95,600−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −72,310−100.0% | Sold out |
| Highland Peak Capital, LLC | 0 | $0 | 0.00% | −54,510−100.0% | Sold out |
| Quaker Capital Investments, LLC | 0 | $0 | 0.00% | −49,167−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −47,392−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −41,960−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −21,751−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −21,746−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −20,637−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −19,812−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −18,269−100.0% | Sold out |
| Cottage Street Advisors LLC | 0 | $0 | 0.00% | −17,395−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −17,135−100.0% | Sold out |
| Aft, Forsyth & Sober, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,650−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −9,387−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −8,592−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,196−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −7,676−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −7,645−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,876−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,996−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,190−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −5,841−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −5,804−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −5,305−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,838−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −4,479−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,245−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −3,689−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |