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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ostrum Asset Management | 1,022 | $78.6K | 0.01% | +5+0.5% | Added |
| SYSTM Wealth Solutions LLC | 1,027 | $79.0K | 0.01% | +1,027 | New |
| Wetzel Investment Advisors, Inc. | 1,115 | $86.0K | 0.05% | +1,115 | New |
| CWM, LLC | 1,174 | $90.0K | 0.00% | −229−16.3% | Reduced |
| Sunbelt Securities, Inc. | 1,236 | $95.1K | 0.01% | −12,211−90.8% | Reduced |
| Signaturefd, LLC | 1,250 | $96.2K | 0.00% | +177+16.5% | Added |
| Parallax Volatility Advisers, L.P. | 1,369 | $105.3K | 0.00% | −16,605−92.4% | Reduced |
| Shell Asset Management Co | 1,770 | $136.0K | 0.01% | −1,243−41.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,044 | $157.0K | 0.11% | +3+0.1% | Added |
| Leonteq Securities AG | 2,069 | $159.2K | 0.02% | +1,046+102.2% | Added |
| Caldwell Sutter Capital, Inc. | 2,125 | $163.5K | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 2,394 | $184.0K | 0.01% | −43−1.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,475 | $191.9K | 0.00% | −770−23.7% | Reduced |
| Bartlett & Co. LLC | 2,475 | $192.0K | 0.00% | −770−23.7% | Reduced |
| Covestor Ltd | 2,593 | $200.0K | 0.14% | −545−17.4% | Reduced |
| Investment Management Corp of Ontario | 2,628 | $202.2K | 0.00% | −1,816−40.9% | Reduced |
| Forum Financial Management, LP | 2,649 | $203.8K | 0.00% | −163−5.8% | Reduced |
| Terril Brothers, Inc. | 2,700 | $207.7K | 0.07% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 2,700 | $207.7K | 0.00% | +2,700 | New |
| MidWestOne Financial Group, Inc. | 2,701 | $207.8K | 0.04% | +41+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,718 | $209.1K | 0.00% | +2,718 | New |
| Kestra Advisory Services, LLC | 2,730 | $210.1K | 0.00% | +284+11.6% | Added |
| First Citizens Bank & Trust Co | 2,858 | $219.9K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,871 | $220.9K | 0.07% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 2,900 | $223.1K | 0.00% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,953 | $227.2K | 0.03% | −4,244−59.0% | Reduced |
| Horizon Investments, LLC | 2,953 | $227.2K | 0.01% | +2,953 | New |
| The PNC Financial Services Group, Inc. | 3,042 | $234.0K | 0.00% | −4,139−57.6% | Reduced |
| LGT Group Foundation | 3,040 | $235.7K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,088 | $237.6K | 0.01% | +39+1.3% | Added |
| Signet Financial Management, LLC | 3,094 | $238.1K | 0.04% | −1,195−27.9% | Reduced |
| CIBC World Markets Corp | 3,134 | $241.1K | 0.00% | +3,134 | New |
| Ashburton (Jersey) Ltd | 2,830 | $244.0K | 0.12% | +900+46.6% | Added |
| Apollon Wealth Management, LLC | 3,218 | $247.6K | 0.01% | +29+0.9% | Added |
| Ci Investments Inc. | 3,383 | $260.0K | 0.00% | +937+38.3% | Added |
| Symmetry Partners, LLC | 3,374 | $262.0K | 0.01% | −903−21.1% | Reduced |
| L2 Asset Management, LLC | 3,412 | $262.5K | 0.11% | +3,269+2,286.0% | Added |
| Custom Index Systems, LLC | 3,446 | $265.1K | 0.17% | +3,446 | New |
| TownSquare Capital, LLC | 3,494 | $268.8K | 0.00% | −9,610−73.3% | Reduced |
| Fifth Third Bancorp | 3,514 | $270.4K | 0.00% | −792−18.4% | Reduced |
| CMC Financial Group | 3,369 | $279.2K | 0.37% | −11,067−76.7% | Reduced |
| Alps Advisors Inc | 3,652 | $281.0K | 0.00% | −208−5.4% | Reduced |
| Entropy Technologies, LP | 3,657 | $281.4K | 0.05% | +3,657 | New |
| Avantax Advisory Services, Inc. | 3,738 | $287.6K | 0.00% | −3,013−44.6% | Reduced |
| Baldwin Investment Management, LLC | 3,750 | $288.5K | 0.05% | −525−12.3% | Reduced |
| Stratos Wealth Partners, LTD. | 3,761 | $289.4K | 0.01% | +154+4.3% | Added |
| Citizens National Bank Trust Department | 4,097 | $315.2K | 0.08% | −2,570−38.5% | Reduced |
| Hancock Whitney Corp | 4,106 | $315.9K | 0.01% | −15−0.4% | Reduced |
| M&T Bank Corp | 4,201 | $323.4K | 0.00% | −394−8.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,378 | $337.0K | 0.01% | +1,367+45.4% | Added |
| SG Americas Securities, LLC | 4,417 | $340.0K | 0.00% | +2,018+84.1% | Added |
| Wintrust Investments LLC | 4,585 | $353.0K | 0.03% | +265+6.1% | Added |
| Adell Harriman & Carpenter Inc | 4,750 | $365.5K | 0.03% | −1,800−27.5% | Reduced |
| Shelton Capital Management | 4,905 | $377.4K | 0.01% | −64−1.3% | Reduced |
| Meixler Investment Management, Ltd. | 5,013 | $385.7K | 0.32% | +18+0.4% | Added |
| Balyasny Asset Management LLC | 5,056 | $389.0K | 0.00% | −202,694−97.6% | Reduced |
| US Bancorp | 5,183 | $398.8K | 0.00% | −310−5.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,258 | $404.5K | 0.00% | −985−15.8% | Reduced |
| Mariner, LLC | 5,354 | $411.9K | 0.00% | +1,639+44.1% | Added |
| Procyon Private Wealth Partners, LLC | 5,390 | $414.7K | 0.04% | −4,969−48.0% | Reduced |
| Bank of Nova Scotia | 5,421 | $417.1K | 0.00% | −2,417−30.8% | Reduced |
| First Hawaiian Bank | 5,494 | $422.7K | 0.01% | −125−2.2% | Reduced |
| Mercer Global Advisors Inc | 5,652 | $435.0K | 0.00% | −1,507−21.1% | Reduced |
| CWM Advisors, LLC | 5,753 | $442.6K | 0.05% | +1,518+35.8% | Added |
| Denali Advisors LLC | 5,788 | $445.3K | 0.14% | −1,210−17.3% | Reduced |
| D.A. Davidson & Co. | 5,800 | $446.3K | 0.00% | −2,400−29.3% | Reduced |
| CI Private Wealth, LLC | 5,810 | $447.0K | 0.00% | −2,646−31.3% | Reduced |
| Pathstone Holdings, LLC | 5,818 | $447.6K | 0.00% | +5,818 | New |
| Pearl River Capital, LLC | 5,833 | $448.8K | 0.07% | +5,833 | New |
| ProShare Advisors LLC | 5,861 | $450.9K | 0.00% | −215−3.5% | Reduced |
| Swiss Life Asset Management Ltd | 5,850 | $451.4K | 0.01% | +5,850 | New |
| QRG Capital Management, Inc. | 5,950 | $457.8K | 0.01% | −858−12.6% | Reduced |
| Guidance Capital, Inc | 6,009 | $462.7K | 0.18% | +167+2.9% | Added |
| Alhambra Investment Partners LLC | 6,016 | $462.9K | 0.27% | +314+5.5% | Added |
| Keybank National Association | 6,043 | $464.9K | 0.00% | +6,043 | New |
| CIBC Asset Management Inc | 6,183 | $475.7K | 0.00% | −329−5.1% | Reduced |
| Axxcess Wealth Management, LLC | 6,200 | $477.0K | 0.01% | +3,636+141.8% | Added |
| Nordea Investment Management AB | 6,222 | $480.5K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 6,269 | $482.3K | 0.01% | −20.0% | Reduced |
| Captrust Financial Advisors | 6,468 | $497.7K | 0.00% | −2,276−26.0% | Reduced |
| HighTower Advisors, LLC | 6,729 | $518.0K | 0.00% | −1,333−16.5% | Reduced |
| Impact Partnership Wealth, LLC | 6,911 | $531.7K | 0.19% | +995+16.8% | Added |
| Intech Investment Management LLC | 7,002 | $538.7K | 0.01% | +2,015+40.4% | Added |
| Private Advisor Group, LLC | 7,060 | $543.2K | 0.00% | −3,959−35.9% | Reduced |
| Banco Santander, S.A. | 7,107 | $546.8K | 0.01% | +588+9.0% | Added |
| Wolverine Trading, LLC | 7,118 | $547.7K | 0.00% | +7,118 | New |
| Confluence Investment Management LLC | 7,146 | $549.8K | 0.01% | +785+12.3% | Added |
| Crossmark Global Holdings, Inc. | 7,341 | $565.0K | 0.01% | +132+1.8% | Added |
| Cloverfields Capital Group, LP | 7,396 | $569.1K | 0.22% | +7,396 | New |
| First Eagle Investment Management, LLC | 7,443 | $572.7K | 0.00% | 00.0% | Unchanged |
| U S Global Investors Inc | 7,500 | $577.0K | 0.04% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 7,513 | $578.0K | 0.00% | +813+12.1% | Added |
| Advisory Services Network, LLC | 7,731 | $594.8K | 0.01% | −176−2.2% | Reduced |
| Spirit of America Management Corp | 7,750 | $596.3K | 0.13% | +3,750+93.8% | Added |
| Salem Investment Counselors Inc | 7,761 | $597.1K | 0.02% | +2,667+52.4% | Added |
| Aviva PLC | 7,820 | $601.7K | 0.00% | −1,464−15.8% | Reduced |
| Brevan Howard Capital Management LP | 7,904 | $608.1K | 0.06% | +5,327+206.7% | Added |
| Wedbush Securities Inc | 7,959 | $612.0K | 0.03% | −2,606−24.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,955 | $612.0K | 0.00% | −549−6.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,391 | $645.6K | 0.01% | +36+0.4% | Added |