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Livermore
Livermore
ZHEN

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.

Q1 2024 vs. Q4 2023

How the institutions holding Expand Energy Corp changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of EXE: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders4674495+32
Shares132.6M969.1K141.5M+9.86M (+7.5%)
Value$10.2B$74.6M$12.6B+$2.43B (+24.0%)

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held Expand Energy Corp at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to EXE in Q1 2024
InstitutionSharesValue% of portfolio
Spears Abacus Advisors LLC795,539$70.7M1.46%
Renaissance Technologies LLC333,931$29.7M0.05%
Holocene Advisors, LP306,990$27.3M0.10%
Arrowstreet Capital, Limited Partnership298,799$26.5M0.02%
Waratah Capital Advisors Ltd.236,600$21.0M1.08%
Zurich Insurance Group Ltd221,090$19.6M0.18%
CBOE Vest Financial, LLC220,082$19.5M0.52%
Woodline Partners LP173,400$15.4M0.14%
Cubist Systematic Strategies, LLC151,284$13.4M0.15%
Two Sigma Advisers, LP146,786$13.0M0.03%
M&G Plc138,970$12.4M0.07%
Cambria Investment Management, L.P.137,791$12.2M0.73%
Danske Bank A/S126,908$11.3M0.04%
Levin Capital Strategies, L.P.104,160$9.25M0.94%
Susquehanna Fundamental Investments, LLC82,013$7.29M0.34%
New York State Common Retirement Fund68,000$6.04M0.01%
Maven Securities LTD60,036$5.33M0.32%
Duality Advisers, LP58,686$5.21M0.51%
Marshall Wace, LLP56,339$5.00M0.01%
Schonfeld Strategic Advisors LLC55,186$4.90M0.04%
Invenomic Capital Management LP52,809$4.69M0.25%
GeoSphere Capital Management, LLC45,000$4.00M3.33%
Lighthouse Investment Partners, LLC41,747$3.71M0.22%
Adams Natural Resources Fund, Inc.40,200$3.57M0.50%
Westchester Capital Management, LLC39,024$3.47M0.15%
Resona Asset Management Co.,Ltd.35,856$3.19M0.02%
Walleye Capital LLC33,805$3.00M0.03%
Nomura Holdings Inc32,000$2.84M0.02%
Simplex Trading, LLC30,456$2.71M0.08%
Picton Mahoney Asset Management30,300$2.69M0.11%
Integrated Wealth Concepts LLC26,844$2.38M0.03%
Romano Brothers and Company26,550$2.36M0.32%
Alden Global Capital LLC24,174$2.15M1.61%
Tocqueville Asset Management L.P.22,215$1.97M0.03%
D. E. Shaw & Co., Inc.20,560$1.83M0.00%
Estate Counselors, LLC19,860$1.76M0.20%
Cresset Asset Management, LLC18,444$1.64M0.01%
Thomist Capital Management, LP16,800$1.49M0.62%
Teza Capital Management LLC16,265$1.44M0.19%
Brandywine Global Investment Management, LLC14,355$1.28M0.01%
SpiderRock Advisors, LLC15,000$1.25M0.04%
Sciencast Management LP13,209$1.17M0.72%
Cowen and Company, LLC12,336$1.10M0.04%
Gamco Investors, Inc. Et Al12,000$1.07M0.01%
Quantbot Technologies LP11,325$1.01M0.06%
Anson Funds Management LP10,711$951.5K0.07%
Elo Mutual Pension Insurance Co10,158$902.0K0.02%
CVA Family Office, LLC10,000$888.3K0.16%
Jefferies Financial Group Inc.9,529$846.5K0.02%
Vazirani Asset Management LLC8,672$770.3K2.14%
Jaffetilchin Investment Partners, LLC6,961$618.3K0.06%
Stephens Inc6,634$589.3K0.01%
SevenBridge Financial Group, LLC6,775$587.2K0.13%
Ibex Wealth Advisors6,098$575.0K0.16%
Pentwater Capital Management LP6,329$562.2K0.01%
Occudo Quantitative Strategies LP5,062$543.2K0.09%
Axq Capital, LP6,100$541.9K0.13%
Verition Fund Management LLC6,095$541.4K0.01%
Aristeia Capital LLC5,832$518.1K0.02%
Cerity Partners LLC5,219$463.6K0.00%
Fox Run Management, L.L.C.5,202$462.1K0.10%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,081$451.3K0.02%
Banco Bilbao Vizcaya Argentaria, S.A.4,906$435.7K0.00%
Meiji Yasuda Asset Management Co Ltd.4,438$394.2K0.02%
Healthcare of Ontario Pension Plan Trust Fund4,187$371.9K0.00%
Cetera Investment Advisers3,644$323.6K0.00%
Dynamic Technology Lab Private Ltd3,518$313.0K0.03%
Wedmont Private Capital3,099$278.6K0.02%
APG Asset Management N.V.3,300$271.4K0.00%
Raymond James Trust N.A.2,797$248.5K0.01%
Wealth Alliance Advisory Group, LLC2,712$240.9K0.06%
B. Metzler seel. Sohn & Co. AG2,566$227.9K0.00%
Moore Capital Management, LP2,500$222.1K0.00%
Corsair Capital Management, L.P.2,379$211.3K0.06%
E&G Advisors, LP2,337$207.6K0.07%
Inscription Capital, LLC2,298$204.1K0.03%
HB Wealth Management, LLC2,290$203.4K0.00%
FNY Investment Advisers, LLC2,001$177.0K0.12%
Future Financial Wealth Managment LLC1,450$128.8K0.10%
Northwest Investment Counselors, LLC800$71.1K0.02%
Washington Trust Co750$66.6K0.00%
Northwest & Ethical Investments L.P.700$62.2K0.00%
Bokf, NA500$44.9K0.00%
Allspring Global Investments Holdings, LLC422$37.5K0.00%
Stone House Investment Management, LLC322$28.6K0.01%
Bangor Savings Bank200$17.8K0.00%
LifeSteps Financial, Inc.200$17.8K0.01%
Fortitude Family Office, LLC187$16.6K0.01%
Jones Financial Companies LLLP138$12.3K0.00%
Hilltop National Bank100$8.88K0.00%
Exchange Traded Concepts, LLC91$8.08K0.00%
Bessemer Group Inc69$6.00K0.00%
Tradewinds Capital Management, LLC50$4.47K0.00%
Smartleaf Asset Management LLC47$4.12K0.00%
Mather Group, LLC.46$3.54K0.00%
CoreCap Advisors, LLC36$3.20K0.00%
TD Waterhouse Canada Inc.28$2.49K0.00%
Umb Bank N A27$2.40K0.00%
Capital Advisors, Ltd. LLC8$1.00K0.00%
MV Capital Management, Inc.1$890.00%

Sold out (68)

Institutions that held Expand Energy Corp at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of EXE in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Point72 Asset Management, L.P.659,108$50.7M
Sourcerock Group LLC430,000$33.1M
Scout Investments, Inc.416,941$32.1M
Causeway Capital Management LLC381,075$29.3M
HAP Trading, LLC140,119$10.8M
SIR Capital Management, L.P.111,300$8.56M
Royce & Associates LP81,288$6.25M
Riposte Capital LLC75,000$5.77M
Edgestream Partners, L.P.37,778$2.91M
Boothbay Fund Management, LLC32,210$2.48M
Millennium Management LLC31,390$2.42M
Hennessy Advisors Inc31,300$2.41M
Centiva Capital, LP24,256$1.87M
TCW Group Inc23,821$1.83M
Prudential PLC22,643$1.74M
Settian Capital LP22,200$1.71M
Ulland Investment Advisors, LLC21,912$1.69M
ClearAlpha Technologies LP21,055$1.62M
Greatmark Investment Partners, Inc.20,948$1.61M
Redwood Capital Management, LLC18,824$1.45M
Capital Fund Management S.A.18,447$1.42M
Redwood Investment Management, LLC18,190$1.40M
ING Groep NV18,000$1.38M
HighVista Strategies LLC15,016$1.16M
Aft, Forsyth & Sober, LLC15,000$1.15M
Great Lakes Advisors, LLC13,652$1.05M
Nebula Research & Development LLC12,617$970.8K
Thornburg Investment Management Inc10,819$840.1K
FIL Ltd9,809$754.7K
Brevan Howard Capital Management LP7,904$608.1K
Aviva PLC7,820$601.7K
Wolverine Trading, LLC7,118$547.7K
Banco Santander, S.A.7,107$546.8K
Captrust Financial Advisors6,468$497.7K
Keybank National Association6,043$464.9K
Alhambra Investment Partners LLC6,016$462.9K
First Hawaiian Bank5,494$422.7K
Procyon Private Wealth Partners, LLC5,390$414.7K
Meixler Investment Management, Ltd.5,013$385.7K
Alps Advisors Inc3,652$281.0K
Custom Index Systems, LLC3,446$265.1K
LGT Group Foundation3,040$235.7K
Founders Financial Securities LLC2,953$227.2K
Kestra Advisory Services, LLC2,730$210.1K
MidWestOne Financial Group, Inc.2,701$207.8K
Investment Management Corp of Ontario2,628$202.2K
Parallax Volatility Advisers, L.P.1,369$105.3K
Benjamin F. Edwards & Company, Inc.680$52.0K
PEAK6 Investments LLC575$44.2K
Gladius Capital Management LP393$30.2K
Cutler Group LP200$15.0K
Distillate Capital Partners LLC140$10.8K
TD Private Client Wealth LLC128$9.85K
TSFG, LLC78$6.00K
Loomis Sayles & Co L P34$3.00K
Colonial Trust Co28$2.15K
First Financial Corp27$2.08K
Institutional & Family Asset Management, LLC25$1.92K
Turtle Creek Wealth Advisors, LLC24$1.85K
Washington Trust Advisors, Inc.21$1.62K
Glassman Wealth Services17$1.31K
Colonial Trust Advisors15$1.15K
Whittier Trust Co of Nevada Inc14$1.08K
Valley National Advisers Inc15$1.00K
Northwestern Mutual Wealth Management Co12$923
RFP Financial Group LLC11$846
EntryPoint Capital, LLC2$154
JJJ Advisors Inc.1$77

Not filed for Q1 2024 yet (4)

Institutions that held Expand Energy Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EXE in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Cannell Peter B & Co Inc824,782$63.5M
M&G Investment Management Ltd138,970$10.7M
Ashburton (Jersey) Ltd2,830$244.0K
Bartlett & Co. LLC2,475$192.0K