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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.

Q4 2023 vs. Q3 2023

How the institutions holding Expand Energy Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of EXE: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders4796467−6
Shares136.4M14.3K132.6M−3.81M (−2.8%)
Value$11.8B$1.23M$10.2B−$1.57B (−13.3%)

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Expand Energy Corp at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to EXE in Q4 2023
InstitutionSharesValue% of portfolio
Encompass Capital Advisors LLC669,775$51.5M3.01%
Point72 Asset Management, L.P.659,108$50.7M0.15%
Sourcerock Group LLC430,000$33.1M3.28%
Scout Investments, Inc.416,941$32.1M0.80%
Connor, Clark & Lunn Investment Management Ltd.153,365$11.8M0.05%
SIR Capital Management, L.P.111,300$8.56M0.88%
Worldquant Millennium Advisors LLC63,658$4.90M0.07%
Hara Capital LLC45,694$3.52M2.48%
Two Sigma Investments, LP33,881$2.61M0.01%
Boothbay Fund Management, LLC32,210$2.48M0.09%
Millennium Management LLC31,390$2.42M0.00%
Centiva Capital, LP24,256$1.87M0.12%
Qube Research & Technologies Ltd21,503$1.65M0.00%
ClearAlpha Technologies LP21,055$1.62M0.62%
STRS Ohio20,872$1.60M0.01%
Jump Financial, LLC18,905$1.45M0.05%
Capital Fund Management S.A.18,447$1.42M0.02%
ING Groep NV18,000$1.38M0.01%
Great Lakes Advisors, LLC13,652$1.05M0.01%
Quest Partners LLC12,673$975.1K0.21%
Nebula Research & Development LLC12,617$970.8K0.29%
Glenorchy Capital Ltd9,505$731.4K0.69%
Cloverfields Capital Group, LP7,396$569.1K0.22%
Wolverine Trading, LLC7,118$547.7K0.00%
Keybank National Association6,043$464.9K0.00%
Swiss Life Asset Management Ltd5,850$451.4K0.01%
Pearl River Capital, LLC5,833$448.8K0.07%
Pathstone Holdings, LLC5,818$447.6K0.00%
Entropy Technologies, LP3,657$281.4K0.05%
Custom Index Systems, LLC3,446$265.1K0.17%
CIBC World Markets Corp3,134$241.1K0.00%
Horizon Investments, LLC2,953$227.2K0.01%
Wealth Enhancement Advisory Services, LLC2,718$209.1K0.00%
Degroof Petercam Asset Management2,700$207.7K0.00%
Wetzel Investment Advisors, Inc.1,115$86.0K0.05%
SYSTM Wealth Solutions LLC1,027$79.0K0.01%
Caitlin John, LLC902$69.4K0.06%
Abich Financial Wealth Management LLC680$52.3K0.05%
PEAK6 Investments LLC575$44.2K0.00%
GAMMA Investing LLC520$40.1K0.01%
Chiron Investment Management, LLC431$33.2K0.01%
Principal Securities, Inc.366$28.2K0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$23.1K0.01%
Criterion Capital Advisors, LLC280$21.5K0.02%
Cutler Group LP200$15.0K0.00%
Indiana Trust & Investment Management CO150$11.5K0.01%
Rakuten Securities, Inc.143$11.0K0.01%
First United Bank Trust124$9.54K0.00%
ICA Group Wealth Management, LLC118$9.08K0.00%
Steward Partners Investment Advisory, LLC108$8.31K0.00%
Financial Management Professionals, Inc.100$8.00K0.00%
Main Street Group, LTD100$7.69K0.00%
Rakuten Investment Management, Inc.81$6.28K0.00%
Pineridge Advisors LLC47$3.64K0.00%
Private Wealth Management Group, LLC39$3.00K0.00%
Loomis Sayles & Co L P34$3.00K0.00%
Naples Money Management LLC30$2.31K0.00%
First Financial Corp27$2.08K0.00%
VisionPoint Advisory Group, LLC27$2.08K0.00%
Turtle Creek Wealth Advisors, LLC24$1.85K0.00%
Bruce G. Allen Investments, LLC17$1.31K0.00%
Colonial Trust Advisors15$1.15K0.00%
Sachetta, LLC14$1.08K0.00%
Valley National Advisers Inc15$1.00K0.00%
Valued Wealth Advisors LLC3$2590.00%
EverSource Wealth Advisors, LLC3$2310.00%
EntryPoint Capital, LLC2$1540.00%
Sofos Investments, Inc.0$230.00%

Sold out (74)

Institutions that held Expand Energy Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of EXE in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Slate Path Capital LP1,145,180$98.7M
Whitebox Advisors LLC255,250$22.0M
Caption Management, LLC98,500$8.49M
Lonestar Capital Management LLC95,000$8.19M
Moore Capital Management, LP65,396$5.64M
Walleye Capital LLC63,088$5.44M
L & S Advisors Inc58,317$5.03M
ExodusPoint Capital Management, LP43,606$3.76M
Rockefeller Capital Management L.P.43,562$3.76M
Schonfeld Strategic Advisors LLC39,493$3.41M
Agf Management Ltd35,362$3.05M
Miller Value Partners, LLC29,200$2.52M
IMC-Chicago, LLC22,695$1.96M
Weiss Multi-Strategy Advisers LLC22,673$1.96M
Teza Capital Management LLC21,991$1.90M
Quantbot Technologies LP21,966$1.89M
Allspring Global Investments Holdings, LLC20,945$1.81M
Knott David M Jr20,000$1.73M
Cottage Street Advisors LLC19,634$1.69M
Ares Management LLC17,000$1.47M
Bokf, NA15,000$1.29M
CWA Asset Management Group, LLC13,123$1.13M
Axq Capital, LP11,400$983.0K
Moran Wealth Management, LLC10,329$890.7K
La Banque Postale Asset Management SA9,552$823.7K
Dynamic Technology Lab Private Ltd9,340$805.0K
FORA Capital, LLC9,299$801.9K
Sherbrooke Park Advisers LLC8,634$744.5K
Diametric Capital, LP7,877$679.2K
MML Investors Services, LLC7,211$622.0K
Burns Matteson Capital Management, LLC7,153$616.8K
Harvest Investment Services, LLC6,758$582.7K
Jefferies Financial Group Inc.6,650$573.4K
Marshall Wace, LLP6,607$569.7K
Dark Forest Capital Management LP6,272$540.8K
Ibex Wealth Advisors5,402$466.0K
Capital Impact Advisors, LLC5,200$448.4K
HRT Financial LP5,131$442.0K
Gruss & Co., LLC5,000$431.1K
Cetera Investment Advisers4,990$430.3K
AdvisorShares Investments LLC4,844$417.7K
GFG Capital, LLC4,710$406.1K
Cetera Advisor Networks LLC4,595$396.3K
Balboa Wealth Partners4,001$345.0K
CenterBook Partners LP3,632$313.2K
Greenland Capital Management LP3,623$312.4K
Seaport Global Advisors, LLC3,351$289.0K
Baker Tilly Wealth Management, LLC3,268$281.8K
Stonegate Investment Group, LLC3,259$281.0K
Los Angeles Capital Management LLC3,248$280.1K
Tudor Investment Corp Et Al3,093$266.7K
Envestnet Portfolio Solutions, Inc.3,040$262.1K
Ellsworth Advisors, LLC2,863$254.1K
Mirabella Financial Services LLP2,869$247.4K
Moloney Securities Asset Management, LLC2,827$243.8K
Valeo Financial Advisors, LLC2,803$241.7K
Blair William & Co2,770$238.9K
Stephens Inc2,753$237.4K
Meeder Asset Management Inc2,752$237.3K
Arden Trust Co2,736$235.9K
Texas Yale Capital Corp.2,650$228.5K
B. Metzler seel. Sohn & Co. AG2,566$221.3K
Prelude Capital Management, LLC2,540$219.0K
Corsair Capital Management, L.P.2,486$214.4K
Northwest Investment Counselors, LLC800$69.0K
Resurgent Financial Advisors LLC403$34.8K
Carmel Capital Partners, LLC194$16.7K
Bessemer Group Inc101$9.00K
Psagot Value Holdings Ltd. / (Israel)83$7.00K
Armstrong Advisory Group, Inc50$4.31K
Activest Wealth Management27$2.36K
Cary Street Partner Investment Advisory LLC16$1.38K
TFC Financial Management4$345
Clear Street Markets LLC1$0

Not filed for Q4 2023 yet (6)

Institutions that held Expand Energy Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EXE in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Connacht Asset Management LP4,306$371.3K
Quantamental Technologies LLC3,812$328.7K
Advisor Partners II, LLC3,051$263.1K
Pathstone Family Office, LLC2,850$245.8K
KB Financial Partners, LLC164$14.0K
Steward Financial Group LLC83$7.00K