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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; 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, Q4 2023

Institutional positions in Expand Energy Corp as of Dec 31, 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
467
−6 vs. Q3 2023
Shares held
132.6M
−3.81M (−2.8%) vs. Q3 2023
Total value
$10.2B
−$1.57B (−13.3%) vs. Q3 2023
New holders
68
125 more added
Sold out
74
207 more reduced

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 467 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: 853 institutions
Value heldQ4 2023: $10.2B
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 2026853$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, Q4 2023

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2023.

Institutions holding EXE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.0$230.00%0New
JJJ Advisors Inc.1$770.00%−8−88.9%Reduced
Tfo-TDC, LLC2$1540.00%00.0%Unchanged
EntryPoint Capital, LLC2$1540.00%+2New
EverSource Wealth Advisors, LLC3$2310.00%+3New
Valued Wealth Advisors LLC3$2590.00%+3New
True Wealth Design, LLC4$3080.00%00.0%Unchanged
RFP Financial Group LLC11$8460.00%00.0%Unchanged
Gradient Investments LLC12$9230.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co12$9230.00%+9+300.0%Added
Valley National Advisers Inc15$1.00K0.00%+15New
Whittier Trust Co of Nevada Inc14$1.08K0.00%−33−70.2%Reduced
Sachetta, LLC14$1.08K0.00%+14New
Colonial Trust Advisors15$1.15K0.00%+15New
Glassman Wealth Services17$1.31K0.00%−5−22.7%Reduced
Bruce G. Allen Investments, LLC17$1.31K0.00%+17New
Highlander Capital Management, LLC20$1.54K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.21$1.62K0.00%−34−61.8%Reduced
SJS Investment Consulting Inc.22$1.69K0.00%+1+4.8%Added
Financial Perspectives, Inc22$1.70K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC24$1.85K0.00%+24New
Institutional & Family Asset Management, LLC25$1.92K0.00%−39−60.9%Reduced
Versant Capital Management, Inc26$2.00K0.00%−5−16.1%Reduced
First Financial Corp27$2.08K0.00%+27New
VisionPoint Advisory Group, LLC27$2.08K0.00%+27New
Colonial Trust Co28$2.15K0.00%−129−82.2%Reduced
TCTC Holdings, LLC29$2.23K0.00%00.0%Unchanged
Bell Investment Advisors, Inc29$2.23K0.00%00.0%Unchanged
Naples Money Management LLC30$2.31K0.00%+30New
Credit Agricole S A33$2.54K0.00%00.0%Unchanged
Loomis Sayles & Co L P34$3.00K0.00%+34New
Massmutual Trust Co FSB39$3.00K0.00%−10−20.4%Reduced
Private Wealth Management Group, LLC39$3.00K0.00%+39New
Farmers & Merchants Investments Inc42$3.23K0.00%00.0%Unchanged
Pineridge Advisors LLC47$3.64K0.00%+47New
FinTrust Capital Advisors, LLC65$5.00K0.00%+44+209.5%Added
St Germain D J Co Inc68$5.23K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC69$5.31K0.00%−3−4.2%Reduced
Tanglewood Legacy Advisors, LLC74$5.69K0.00%00.0%Unchanged
First Personal Financial Services75$5.73K0.00%−223−74.8%Reduced
TSFG, LLC78$6.00K0.00%00.0%Unchanged
Rakuten Investment Management, Inc.81$6.28K0.00%+81New
Nisa Investment Advisors, LLC83$6.39K0.00%+28+50.9%Added
Amitell Capital Pte Ltd87$6.69K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC100$7.69K0.00%00.0%Unchanged
Main Street Group, LTD100$7.69K0.00%+100New
Financial Management Professionals, Inc.100$8.00K0.00%+100New
Oliver Lagore Vanvalin Investment Group105$8.08K0.00%00.0%Unchanged
Harbour Investments, Inc.105$8.08K0.00%+34+47.9%Added
Steward Partners Investment Advisory, LLC108$8.31K0.00%+108New
ICA Group Wealth Management, LLC118$9.08K0.00%+118New
First United Bank Trust124$9.54K0.00%+124New
TD Private Client Wealth LLC128$9.85K0.00%−95−42.6%Reduced
Hexagon Capital Partners LLC138$10.6K0.00%−214−60.8%Reduced
Geneos Wealth Management Inc.139$10.7K0.00%00.0%Unchanged
Anchor Investment Management, LLC140$10.8K0.00%00.0%Unchanged
Distillate Capital Partners LLC140$10.8K2.34%00.0%Unchanged
Rakuten Securities, Inc.143$11.0K0.01%+143New
AdvisorNet Financial, Inc148$11.4K0.00%+10+7.2%Added
Indiana Trust & Investment Management CO150$11.5K0.01%+150New
Pinnacle Bancorp, Inc.158$12.2K0.00%00.0%Unchanged
Farther Finance Advisors, LLC181$13.9K0.00%−188−50.9%Reduced
Proequities, Inc.187$14.4K0.00%−12−6.0%Reduced
Cutler Group LP200$15.0K0.00%+200New
Lindbrook Capital, LLC196$15.1K0.00%+67+51.9%Added
Private Trust Co NA198$15.2K0.00%−103−34.2%Reduced
Larson Financial Group LLC198$15.2K0.00%−77−28.0%Reduced
Newbridge Financial Services Group, Inc.200$15.4K0.01%00.0%Unchanged
Peoples Bank200$15.4K0.01%00.0%Unchanged
Quadrant Capital Group LLC223$17.2K0.00%−174−43.8%Reduced
Parkside Financial Bank & Trust230$17.7K0.00%+24+11.7%Added
Beacon Capital Management, LLC213$18.4K0.01%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main249$19.2K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC280$21.5K0.02%+280New
Ronald Blue Trust, Inc.267$23.0K0.00%+240+888.9%Added
Cullen/Frost Bankers, Inc.300$23.1K0.00%−300−50.0%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$23.1K0.01%+300New
First Horizon Advisors, Inc.321$24.7K0.00%+68+26.9%Added
Spire Wealth Management334$25.4K0.00%+89+36.3%Added
Principal Securities, Inc.366$28.2K0.00%+366New
Federation des caisses Desjardins du Quebec388$29.9K0.00%−581−60.0%Reduced
Gladius Capital Management LP393$30.2K0.02%−19−4.6%Reduced
Chiron Investment Management, LLC431$33.2K0.01%+431New
IFP Advisors, Inc470$36.2K0.00%−14−2.9%Reduced
Parallel Advisors, LLC492$37.9K0.00%−104−17.4%Reduced
Westside Investment Management, Inc.520$40.0K0.01%00.0%Unchanged
GAMMA Investing LLC520$40.1K0.01%+520New
Adirondack Trust Co500$41.4K0.02%00.0%Unchanged
Ossiam547$42.1K0.00%−2,195−80.1%Reduced
Altshuler Shaham Ltd567$43.6K0.00%−108−16.0%Reduced
PEAK6 Investments LLC575$44.2K0.00%+575New
Princeton Global Asset Management LLC597$45.9K0.01%−247−29.3%Reduced
Global Retirement Partners, LLC652$51.3K0.00%+6+0.9%Added
Benjamin F. Edwards & Company, Inc.680$52.0K0.00%+628+1,207.7%Added
Abich Financial Wealth Management LLC680$52.3K0.05%+680New
Huntington National Bank703$54.1K0.00%−20−2.8%Reduced
Allworth Financial LP730$56.2K0.00%+450+160.7%Added
Mendota Financial Group, LLC775$59.6K0.05%00.0%Unchanged
UniSuper Management Pty Ltd900$69.2K0.00%00.0%Unchanged
Caitlin John, LLC902$69.4K0.06%+902New