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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, 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.

Institutional holdersQ3 2023: 479 institutions
Q1 2021: 118 institutionsQ2 2021: 170 institutionsQ3 2021: 209 institutionsQ4 2021: 268 institutionsQ1 2022: 345 institutionsQ2 2022: 386 institutionsQ3 2022: 436 institutionsQ4 2022: 491 institutionsQ1 2023: 459 institutionsQ2 2023: 457 institutionsQ3 2023: 479 institutionsQ4 2023: 467 institutionsQ1 2024: 495 institutionsQ2 2024: 470 institutionsQ3 2024: 467 institutionsQ4 2024: 641 institutionsQ1 2025: 737 institutionsQ2 2025: 812 institutionsQ3 2025: 764 institutionsQ4 2025: 871 institutionsQ1 2026: 899 institutionsQ2 2026: 854 institutions
Value heldQ3 2023: $11.8B
Q1 2021: $4.08BQ2 2021: $5.64BQ3 2021: $6.79BQ4 2021: $8.47BQ1 2022: $12.1BQ2 2022: $10.8BQ3 2022: $12.3BQ4 2022: $12.3BQ1 2023: $9.73BQ2 2023: $10.9BQ3 2023: $11.8BQ4 2023: $10.2BQ1 2024: $12.6BQ2 2024: $11.8BQ3 2024: $12.9BQ4 2024: $22.6BQ1 2025: $24.7BQ2 2025: $25.2BQ3 2025: $23.7BQ4 2025: $24.6BQ1 2026: $24.0BQ2 2026: $20.0B
Institutions holding EXE and their total value by quarter
QuarterHoldersValue
Q2 2026854$20.0B
Q1 2026899$24.0B
Q4 2025871$24.6B
Q3 2025764$23.7B
Q2 2025812$25.2B
Q1 2025737$24.7B
Q4 2024641$22.6B
Q3 2024467$12.9B
Q2 2024470$11.8B
Q1 2024495$12.6B
Q4 2023467$10.2B
Q3 2023479$11.8B
Q2 2023457$10.9B
Q1 2023459$9.73B
Q4 2022491$12.3B
Q3 2022436$12.3B
Q2 2022386$10.8B
Q1 2022345$12.1B
Q4 2021268$8.47B
Q3 2021209$6.79B
Q2 2021170$5.64B
Q1 2021118$4.08B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2023.

Institutions holding EXE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Federation des caisses Desjardins du Quebec969$83.6K0.00%00.0%Unchanged
UniSuper Management Pty Ltd900$77.6K0.00%00.0%Unchanged
Princeton Global Asset Management LLC844$72.8K0.02%+2+0.2%Added
Northwest Investment Counselors, LLC800$69.0K0.02%00.0%Unchanged
Mendota Financial Group, LLC775$66.8K0.07%00.0%Unchanged
Huntington National Bank723$62.3K0.00%00.0%Unchanged
Altshuler Shaham Ltd675$58.2K0.00%−431−39.0%Reduced
Global Retirement Partners, LLC646$53.1K0.00%+26+4.2%Added
Cullen/Frost Bankers, Inc.600$51.7K0.00%00.0%Unchanged
Parallel Advisors, LLC596$51.4K0.00%−196−24.7%Reduced
Westside Investment Management, Inc.520$44.8K0.01%00.0%Unchanged
Adirondack Trust Co500$43.1K0.02%+500New
IFP Advisors, Inc484$41.7K0.00%−1,160−70.6%Reduced
Gladius Capital Management LP412$35.5K0.01%+412New
Resurgent Financial Advisors LLC403$34.8K0.02%−44−9.8%Reduced
Quadrant Capital Group LLC397$34.2K0.00%+94+31.0%Added
Farther Finance Advisors, LLC369$31.8K0.00%+85+29.9%Added
Hexagon Capital Partners LLC352$30.4K0.01%−7−1.9%Reduced
Private Trust Co NA301$26.0K0.00%−38−11.2%Reduced
First Personal Financial Services298$25.7K0.01%−49−14.1%Reduced
Allworth Financial LP280$24.1K0.00%+41+17.2%Added
Larson Financial Group LLC275$23.7K0.00%−63−18.6%Reduced
First Horizon Advisors, Inc.253$21.8K0.00%+19+8.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main249$21.5K0.00%00.0%Unchanged
Spire Wealth Management245$21.1K0.00%+2+0.8%Added
TD Private Client Wealth LLC223$19.2K0.00%−25−10.1%Reduced
Beacon Capital Management, LLC213$17.8K0.00%00.0%Unchanged
Parkside Financial Bank & Trust206$17.8K0.00%−156−43.1%Reduced
Newbridge Financial Services Group, Inc.200$17.2K0.01%−1,200−85.7%Reduced
Peoples Bank200$17.2K0.01%+200New
Proequities, Inc.199$17.2K0.00%+158+385.4%Added
Carmel Capital Partners, LLC194$16.7K0.01%+84+76.4%Added
KB Financial Partners, LLC164$14.0K0.00%+164New
Colonial Trust Co157$13.7K0.00%+49+45.4%Added
Pinnacle Bancorp, Inc.158$13.6K0.00%00.0%Unchanged
Anchor Investment Management, LLC140$12.1K0.00%00.0%Unchanged
Distillate Capital Partners LLC140$12.1K3.05%+140New
Geneos Wealth Management Inc.139$12.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc138$11.9K0.00%+8+6.2%Added
Lindbrook Capital, LLC129$11.1K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group105$9.05K0.00%00.0%Unchanged
Bessemer Group Inc101$9.00K0.00%+101New
Trifecta Capital Advisors, LLC100$8.62K0.00%00.0%Unchanged
Amitell Capital Pte Ltd87$7.50K0.01%−26,050−99.7%Reduced
TSFG, LLC78$7.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)83$7.00K0.00%+63+315.0%Added
Steward Financial Group LLC83$7.00K0.00%+83New
Tanglewood Legacy Advisors, LLC74$6.38K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC72$6.21K0.00%+35+94.6%Added
Harbour Investments, Inc.71$6.12K0.00%+71New
St Germain D J Co Inc68$5.86K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC64$5.52K0.00%−5−7.2%Reduced
Nisa Investment Advisors, LLC55$4.74K0.00%−945−94.5%Reduced
Washington Trust Advisors, Inc.55$4.74K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc50$4.31K0.00%00.0%Unchanged
Massmutual Trust Co FSB49$4.22K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc47$4.05K0.00%+47New
Benjamin F. Edwards & Company, Inc.52$4.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc42$3.62K0.00%+42New
Credit Agricole S A33$2.85K0.00%00.0%Unchanged
Versant Capital Management, Inc31$2.67K0.00%−4−11.4%Reduced
Bell Investment Advisors, Inc29$2.50K0.00%00.0%Unchanged
TCTC Holdings, LLC29$2.50K0.00%+29New
Activest Wealth Management27$2.36K0.00%+27New
Highlander Capital Management, LLC20$2.00K0.00%+10+100.0%Added
Ronald Blue Trust, Inc.27$2.00K0.00%+25+1,250.0%Added
Glassman Wealth Services22$1.90K0.00%00.0%Unchanged
Financial Perspectives, Inc22$1.89K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC21$1.81K0.00%00.0%Unchanged
SJS Investment Consulting Inc.21$1.81K0.00%+9+75.0%Added
Cary Street Partner Investment Advisory LLC16$1.38K0.00%00.0%Unchanged
Gradient Investments LLC12$1.03K0.00%+11+1,100.0%Added
RFP Financial Group LLC11$9490.00%00.0%Unchanged
JJJ Advisors Inc.9$7770.00%00.0%Unchanged
TFC Financial Management4$3450.00%00.0%Unchanged
True Wealth Design, LLC4$3450.00%+2+100.0%Added
Northwestern Mutual Wealth Management Co3$2590.00%+3New
Tfo-TDC, LLC2$1670.00%00.0%Unchanged
Clear Street Markets LLC1$00.00%−60,599−100.0%Reduced
SIR Capital Management, L.P.0$00.00%−483,500−100.0%Sold out
Millennium Management LLC0$00.00%−405,788−100.0%Sold out
Wolf Hill Capital Management, LP0$00.00%−380,389−100.0%Sold out
Holocene Advisors, LP0$00.00%−220,138−100.0%Sold out
Clear Street LLC0$00.00%−136,600−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−106,771−100.0%Sold out
Nippon Life Global Investors Americas, Inc.0$00.00%−99,380−100.0%Sold out
Two Sigma Investments, LP0$00.00%−88,329−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−85,000−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−77,079−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−76,024−100.0%Sold out
Nomura Holdings Inc0$00.00%−49,457−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−43,098−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−38,600−100.0%Sold out
Credit Capital Investments LLC0$00.00%−35,018−100.0%Sold out
Walleye Trading LLC0$00.00%−29,629−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−27,419−100.0%Sold out
DRW Securities, LLC0$00.00%−20,000−100.0%Sold out
Aigen Investment Management, LP0$00.00%−18,966−100.0%Sold out
STRS Ohio0$00.00%−17,752−100.0%Sold out
Paragon Associates & Paragon Associates II Joint Venture0$00.00%−15,000−100.0%Sold out