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, 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 | 854 | $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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 198 | $15.2K | 0.00% | −103−34.2% | Reduced |
| Larson Financial Group LLC | 198 | $15.2K | 0.00% | −77−28.0% | Reduced |
| Lindbrook Capital, LLC | 196 | $15.1K | 0.00% | +67+51.9% | Added |
| Cutler Group LP | 200 | $15.0K | 0.00% | +200 | New |
| Proequities, Inc. | 187 | $14.4K | 0.00% | −12−6.0% | Reduced |
| Farther Finance Advisors, LLC | 181 | $13.9K | 0.00% | −188−50.9% | Reduced |
| Pinnacle Bancorp, Inc. | 158 | $12.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 150 | $11.5K | 0.01% | +150 | New |
| AdvisorNet Financial, Inc | 148 | $11.4K | 0.00% | +10+7.2% | Added |
| Rakuten Securities, Inc. | 143 | $11.0K | 0.01% | +143 | New |
| Anchor Investment Management, LLC | 140 | $10.8K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 140 | $10.8K | 2.34% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 139 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 138 | $10.6K | 0.00% | −214−60.8% | Reduced |
| TD Private Client Wealth LLC | 128 | $9.85K | 0.00% | −95−42.6% | Reduced |
| First United Bank Trust | 124 | $9.54K | 0.00% | +124 | New |
| ICA Group Wealth Management, LLC | 118 | $9.08K | 0.00% | +118 | New |
| Steward Partners Investment Advisory, LLC | 108 | $8.31K | 0.00% | +108 | New |
| Oliver Lagore Vanvalin Investment Group | 105 | $8.08K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 105 | $8.08K | 0.00% | +34+47.9% | Added |
| Financial Management Professionals, Inc. | 100 | $8.00K | 0.00% | +100 | New |
| Trifecta Capital Advisors, LLC | 100 | $7.69K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $7.69K | 0.00% | +100 | New |
| Amitell Capital Pte Ltd | 87 | $6.69K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 83 | $6.39K | 0.00% | +28+50.9% | Added |
| Rakuten Investment Management, Inc. | 81 | $6.28K | 0.00% | +81 | New |
| TSFG, LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 75 | $5.73K | 0.00% | −223−74.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 74 | $5.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $5.31K | 0.00% | −3−4.2% | Reduced |
| St Germain D J Co Inc | 68 | $5.23K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 65 | $5.00K | 0.00% | +44+209.5% | Added |
| Pineridge Advisors LLC | 47 | $3.64K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 42 | $3.23K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $3.00K | 0.00% | −10−20.4% | Reduced |
| Private Wealth Management Group, LLC | 39 | $3.00K | 0.00% | +39 | New |
| Loomis Sayles & Co L P | 34 | $3.00K | 0.00% | +34 | New |
| Credit Agricole S A | 33 | $2.54K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 30 | $2.31K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 29 | $2.23K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 29 | $2.23K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 28 | $2.15K | 0.00% | −129−82.2% | Reduced |
| First Financial Corp | 27 | $2.08K | 0.00% | +27 | New |
| VisionPoint Advisory Group, LLC | 27 | $2.08K | 0.00% | +27 | New |
| Versant Capital Management, Inc | 26 | $2.00K | 0.00% | −5−16.1% | Reduced |
| Institutional & Family Asset Management, LLC | 25 | $1.92K | 0.00% | −39−60.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 24 | $1.85K | 0.00% | +24 | New |
| Financial Perspectives, Inc | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.69K | 0.00% | +1+4.8% | Added |
| Washington Trust Advisors, Inc. | 21 | $1.62K | 0.00% | −34−61.8% | Reduced |
| Highlander Capital Management, LLC | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 17 | $1.31K | 0.00% | −5−22.7% | Reduced |
| Bruce G. Allen Investments, LLC | 17 | $1.31K | 0.00% | +17 | New |
| Colonial Trust Advisors | 15 | $1.15K | 0.00% | +15 | New |
| Sachetta, LLC | 14 | $1.08K | 0.00% | +14 | New |
| Whittier Trust Co of Nevada Inc | 14 | $1.08K | 0.00% | −33−70.2% | Reduced |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Gradient Investments LLC | 12 | $923 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12 | $923 | 0.00% | +9+300.0% | Added |
| RFP Financial Group LLC | 11 | $846 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $308 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $259 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 3 | $231 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 2 | $154 | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2 | $154 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 1 | $77 | 0.00% | −8−88.9% | Reduced |
| Sofos Investments, Inc. | 0 | $23 | 0.00% | 0 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −1,145,180−100.0% | Sold out |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −255,250−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −98,500−100.0% | Sold out |
| Lonestar Capital Management LLC | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −65,396−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −63,088−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −58,317−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −43,606−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −43,562−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −39,493−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −35,362−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −29,200−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −22,695−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −22,673−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −21,991−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,966−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −20,945−100.0% | Sold out |
| Knott David M Jr | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Cottage Street Advisors LLC | 0 | $0 | 0.00% | −19,634−100.0% | Sold out |
| Ares Management LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −13,123−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −10,329−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −9,552−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,340−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,299−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,634−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −7,877−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −7,211−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,153−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −6,758−100.0% | Sold out |