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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,607−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,272−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −5,402−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,131−100.0% | Sold out |
| Gruss & Co., LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −4,844−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −4,710−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −4,001−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −3,351−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −3,259−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −3,248−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,093−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −2,863−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,803−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −2,770−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −2,753−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,752−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −2,736−100.0% | Sold out |
| Texas Yale Capital Corp. | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −2,566−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,540−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −2,486−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Connacht Asset Management LP | – | – | – | – | Not filed |
| Quantamental Technologies LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |