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, Q3 2023
Institutional positions in Expand Energy Corp as of Sep 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
- 479
- +29 vs. Q2 2023
- Shares held
- 136.4M
- +6.96M (+5.4%) vs. Q2 2023
- Total value
- $11.8B
- +$934.8M (+8.6%) vs. Q2 2023
- New holders
- 83
- 181 more added
- Sold out
- 54
- 142 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | −60,599−100.0% | Reduced |
| Tfo-TDC, LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3 | $259 | 0.00% | +3 | New |
| TFC Financial Management | 4 | $345 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $345 | 0.00% | +2+100.0% | Added |
| JJJ Advisors Inc. | 9 | $777 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 11 | $949 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 12 | $1.03K | 0.00% | +11+1,100.0% | Added |
| Cary Street Partner Investment Advisory LLC | 16 | $1.38K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 21 | $1.81K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.81K | 0.00% | +9+75.0% | Added |
| Financial Perspectives, Inc | 22 | $1.89K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $1.90K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 20 | $2.00K | 0.00% | +10+100.0% | Added |
| Ronald Blue Trust, Inc. | 27 | $2.00K | 0.00% | +25+1,250.0% | Added |
| Activest Wealth Management | 27 | $2.36K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 29 | $2.50K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 29 | $2.50K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 31 | $2.67K | 0.00% | −4−11.4% | Reduced |
| Credit Agricole S A | 33 | $2.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 42 | $3.62K | 0.00% | +42 | New |
| Benjamin F. Edwards & Company, Inc. | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 47 | $4.05K | 0.00% | +47 | New |
| Massmutual Trust Co FSB | 49 | $4.22K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $4.31K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 55 | $4.74K | 0.00% | −945−94.5% | Reduced |
| Washington Trust Advisors, Inc. | 55 | $4.74K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 64 | $5.52K | 0.00% | −5−7.2% | Reduced |
| St Germain D J Co Inc | 68 | $5.86K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 71 | $6.12K | 0.00% | +71 | New |
| JFS Wealth Advisors, LLC | 72 | $6.21K | 0.00% | +35+94.6% | Added |
| Tanglewood Legacy Advisors, LLC | 74 | $6.38K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 83 | $7.00K | 0.00% | +63+315.0% | Added |
| Steward Financial Group LLC | 83 | $7.00K | 0.00% | +83 | New |
| Amitell Capital Pte Ltd | 87 | $7.50K | 0.01% | −26,050−99.7% | Reduced |
| Trifecta Capital Advisors, LLC | 100 | $8.62K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 101 | $9.00K | 0.00% | +101 | New |
| Oliver Lagore Vanvalin Investment Group | 105 | $9.05K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 129 | $11.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 138 | $11.9K | 0.00% | +8+6.2% | Added |
| Geneos Wealth Management Inc. | 139 | $12.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 140 | $12.1K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 140 | $12.1K | 3.05% | +140 | New |
| Pinnacle Bancorp, Inc. | 158 | $13.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 157 | $13.7K | 0.00% | +49+45.4% | Added |
| KB Financial Partners, LLC | 164 | $14.0K | 0.00% | +164 | New |
| Carmel Capital Partners, LLC | 194 | $16.7K | 0.01% | +84+76.4% | Added |
| Proequities, Inc. | 199 | $17.2K | 0.00% | +158+385.4% | Added |
| Peoples Bank | 200 | $17.2K | 0.01% | +200 | New |
| Newbridge Financial Services Group, Inc. | 200 | $17.2K | 0.01% | −1,200−85.7% | Reduced |
| Parkside Financial Bank & Trust | 206 | $17.8K | 0.00% | −156−43.1% | Reduced |
| Beacon Capital Management, LLC | 213 | $17.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 223 | $19.2K | 0.00% | −25−10.1% | Reduced |
| Spire Wealth Management | 245 | $21.1K | 0.00% | +2+0.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $21.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 253 | $21.8K | 0.00% | +19+8.1% | Added |
| Larson Financial Group LLC | 275 | $23.7K | 0.00% | −63−18.6% | Reduced |
| Allworth Financial LP | 280 | $24.1K | 0.00% | +41+17.2% | Added |
| First Personal Financial Services | 298 | $25.7K | 0.01% | −49−14.1% | Reduced |
| Private Trust Co NA | 301 | $26.0K | 0.00% | −38−11.2% | Reduced |
| Hexagon Capital Partners LLC | 352 | $30.4K | 0.01% | −7−1.9% | Reduced |
| Farther Finance Advisors, LLC | 369 | $31.8K | 0.00% | +85+29.9% | Added |
| Quadrant Capital Group LLC | 397 | $34.2K | 0.00% | +94+31.0% | Added |
| Resurgent Financial Advisors LLC | 403 | $34.8K | 0.02% | −44−9.8% | Reduced |
| Gladius Capital Management LP | 412 | $35.5K | 0.01% | +412 | New |
| IFP Advisors, Inc | 484 | $41.7K | 0.00% | −1,160−70.6% | Reduced |
| Adirondack Trust Co | 500 | $43.1K | 0.02% | +500 | New |
| Westside Investment Management, Inc. | 520 | $44.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 596 | $51.4K | 0.00% | −196−24.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 600 | $51.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 646 | $53.1K | 0.00% | +26+4.2% | Added |
| Altshuler Shaham Ltd | 675 | $58.2K | 0.00% | −431−39.0% | Reduced |
| Huntington National Bank | 723 | $62.3K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 775 | $66.8K | 0.07% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 800 | $69.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 844 | $72.8K | 0.02% | +2+0.2% | Added |
| UniSuper Management Pty Ltd | 900 | $77.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 969 | $83.6K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,017 | $87.7K | 0.01% | −7−0.7% | Reduced |
| Leonteq Securities AG | 1,023 | $88.2K | 0.01% | −2,089−67.1% | Reduced |
| Signaturefd, LLC | 1,073 | $92.5K | 0.00% | +16+1.5% | Added |
| CWM, LLC | 1,403 | $121.0K | 0.00% | −994−41.5% | Reduced |
| Ashburton (Jersey) Ltd | 1,930 | $162.0K | 0.08% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,041 | $175.0K | 0.13% | +3+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 2,125 | $183.2K | 0.10% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,399 | $207.0K | 0.00% | +239+11.1% | Added |
| Vestcor Inc | 2,437 | $210.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,446 | $210.9K | 0.00% | −605−19.8% | Reduced |
| Ci Investments Inc. | 2,446 | $211.0K | 0.00% | −34,741−93.4% | Reduced |
| Corsair Capital Management, L.P. | 2,486 | $214.4K | 0.07% | −10.0% | Reduced |
| Prelude Capital Management, LLC | 2,540 | $219.0K | 0.02% | −15−0.6% | Reduced |
| Susquehanna International Group, LLP | 2,558 | $220.6K | 0.00% | −41,324−94.2% | Reduced |
| Axxcess Wealth Management, LLC | 2,564 | $221.1K | 0.01% | −109−4.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,566 | $221.3K | 0.00% | +2,566 | New |
| Brevan Howard Capital Management LP | 2,577 | $222.2K | 0.07% | +2,577 | New |
| Texas Yale Capital Corp. | 2,650 | $228.5K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 2,660 | $229.4K | 0.05% | +127+5.0% | Added |
| Terril Brothers, Inc. | 2,700 | $232.8K | 0.11% | 00.0% | Unchanged |
| Arden Trust Co | 2,736 | $235.9K | 0.04% | −1,937−41.5% | Reduced |