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, Q1 2024
Institutional positions in Expand Energy Corp as of Mar 31, 2024. 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
- 495
- +32 vs. Q4 2023
- Shares held
- 141.5M
- +9.86M (+7.5%) vs. Q4 2023
- Total value
- $12.6B
- +$2.43B (+24.0%) vs. Q4 2023
- New holders
- 100
- 146 more added
- Sold out
- 68
- 181 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 962 | $85.5K | 0.00% | +881+1,087.7% | Added |
| Leonteq Securities AG | 1,148 | $102.0K | 0.01% | −921−44.5% | Reduced |
| Sunbelt Securities, Inc. | 1,235 | $109.7K | 0.01% | −1−0.1% | Reduced |
| Future Financial Wealth Managment LLC | 1,450 | $128.8K | 0.10% | +1,450 | New |
| Signaturefd, LLC | 1,574 | $139.8K | 0.00% | +324+25.9% | Added |
| UniSuper Management Pty Ltd | 1,600 | $142.1K | 0.00% | +700+77.8% | Added |
| Ci Investments Inc. | 1,745 | $155.0K | 0.00% | −1,638−48.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,875 | $166.6K | 0.08% | −250−11.8% | Reduced |
| FNY Investment Advisers, LLC | 2,001 | $177.0K | 0.12% | +2,001 | New |
| Hazlett, Burt & Watson, Inc. | 2,047 | $182.0K | 0.11% | +3+0.1% | Added |
| Farther Finance Advisors, LLC | 2,081 | $186.8K | 0.01% | +1,900+1,049.7% | Added |
| Bartlett & Co. Wealth Management LLC | 2,150 | $191.0K | 0.00% | −325−13.1% | Reduced |
| HB Wealth Management, LLC | 2,290 | $203.4K | 0.00% | +2,290 | New |
| Inscription Capital, LLC | 2,298 | $204.1K | 0.03% | +2,298 | New |
| E&G Advisors, LP | 2,337 | $207.6K | 0.07% | +2,337 | New |
| Vestcor Inc | 2,375 | $211.0K | 0.01% | −19−0.8% | Reduced |
| Corsair Capital Management, L.P. | 2,379 | $211.3K | 0.06% | +2,379 | New |
| Moore Capital Management, LP | 2,500 | $222.1K | 0.00% | +2,500 | New |
| B. Metzler seel. Sohn & Co. AG | 2,566 | $227.9K | 0.00% | +2,566 | New |
| Forum Financial Management, LP | 2,649 | $235.3K | 0.00% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 2,700 | $239.8K | 0.08% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 2,700 | $239.8K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,712 | $240.9K | 0.06% | +2,712 | New |
| Ossiam | 2,719 | $241.5K | 0.00% | +2,172+397.1% | Added |
| Raymond James Trust N.A. | 2,797 | $248.5K | 0.01% | +2,797 | New |
| Teacher Retirement System of Texas | 2,826 | $251.0K | 0.00% | −10,985−79.5% | Reduced |
| Truist Financial Corp | 2,848 | $253.0K | 0.00% | −35,813−92.6% | Reduced |
| First Citizens Bank & Trust Co | 2,858 | $253.9K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,871 | $255.0K | 0.08% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 2,900 | $257.6K | 0.00% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 2,950 | $262.0K | 0.02% | −1,800−37.9% | Reduced |
| APG Asset Management N.V. | 3,300 | $271.4K | 0.00% | +3,300 | New |
| Wetzel Investment Advisors, Inc. | 3,115 | $272.0K | 0.16% | +2,000+179.4% | Added |
| CMC Financial Group | 3,099 | $275.3K | 0.39% | −270−8.0% | Reduced |
| Wedmont Private Capital | 3,099 | $278.6K | 0.02% | +3,099 | New |
| Covestor Ltd | 3,188 | $283.0K | 0.18% | +595+22.9% | Added |
| Profund Advisors LLC | 3,216 | $285.7K | 0.01% | +128+4.1% | Added |
| Stratos Wealth Partners, LTD. | 3,248 | $288.6K | 0.00% | −513−13.6% | Reduced |
| Apollon Wealth Management, LLC | 3,372 | $299.5K | 0.01% | +154+4.8% | Added |
| Symmetry Partners, LLC | 3,374 | $300.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,434 | $305.0K | 0.00% | −80−2.3% | Reduced |
| TownSquare Capital, LLC | 3,464 | $307.7K | 0.00% | −30−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,512 | $312.0K | 0.00% | +470+15.5% | Added |
| Dynamic Technology Lab Private Ltd | 3,518 | $313.0K | 0.03% | +3,518 | New |
| Raymond James Financial Services Advisors, Inc. | 3,584 | $318.4K | 0.00% | −1,674−31.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,629 | $322.4K | 0.00% | +911+33.5% | Added |
| Cetera Investment Advisers | 3,644 | $323.6K | 0.00% | +3,644 | New |
| Baldwin Investment Management, LLC | 3,750 | $333.1K | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,769 | $334.8K | 0.01% | −337−8.2% | Reduced |
| Shell Asset Management Co | 4,261 | $350.0K | 0.02% | +2,491+140.7% | Added |
| Tower Research Capital LLC (TRC) | 4,035 | $358.4K | 0.01% | −8,297−67.3% | Reduced |
| Denali Advisors LLC | 4,086 | $363.0K | 0.11% | −1,702−29.4% | Reduced |
| Impact Partnership Wealth, LLC | 4,152 | $368.8K | 0.15% | −2,759−39.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,187 | $371.9K | 0.00% | +4,187 | New |
| Oppenheimer Asset Management Inc. | 4,229 | $375.7K | 0.01% | −4,904−53.7% | Reduced |
| M&T Bank Corp | 4,265 | $378.7K | 0.00% | +64+1.5% | Added |
| Signet Financial Management, LLC | 4,290 | $381.1K | 0.05% | +1,196+38.7% | Added |
| Citizens National Bank Trust Department | 4,345 | $386.0K | 0.09% | +248+6.1% | Added |
| SG Americas Securities, LLC | 4,352 | $387.0K | 0.00% | −65−1.5% | Reduced |
| Intech Investment Management LLC | 4,386 | $389.6K | 0.01% | −2,616−37.4% | Reduced |
| Swiss Life Asset Management Ltd | 4,438 | $394.2K | 0.01% | −1,412−24.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,438 | $394.2K | 0.02% | +4,438 | New |
| CIBC World Markets Corp | 4,552 | $404.4K | 0.00% | +1,418+45.2% | Added |
| Avantax Advisory Services, Inc. | 4,625 | $410.9K | 0.00% | +887+23.7% | Added |
| L2 Asset Management, LLC | 4,663 | $414.2K | 0.14% | +1,251+36.7% | Added |
| D.A. Davidson & Co. | 4,800 | $426.4K | 0.00% | −1,000−17.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,906 | $435.7K | 0.00% | +4,906 | New |
| Shelton Capital Management | 4,905 | $435.7K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,975 | $441.9K | 0.05% | −778−13.5% | Reduced |
| U S Global Investors Inc | 5,000 | $444.1K | 0.04% | −2,500−33.3% | Reduced |
| US Bancorp | 5,062 | $449.7K | 0.00% | −121−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,081 | $451.3K | 0.02% | +5,081 | New |
| Fox Run Management, L.L.C. | 5,202 | $462.1K | 0.10% | +5,202 | New |
| Cerity Partners LLC | 5,219 | $463.6K | 0.00% | +5,219 | New |
| Bank of Nova Scotia | 5,407 | $480.3K | 0.00% | −14−0.3% | Reduced |
| ProShare Advisors LLC | 5,423 | $481.7K | 0.00% | −438−7.5% | Reduced |
| Wintrust Investments LLC | 5,440 | $483.0K | 0.04% | +855+18.6% | Added |
| Calamos Advisors LLC | 5,626 | $499.8K | 0.00% | −6,035−51.8% | Reduced |
| Aristeia Capital LLC | 5,832 | $518.1K | 0.02% | +5,832 | New |
| DekaBank Deutsche Girozentrale | 6,074 | $522.0K | 0.00% | −3,365−35.6% | Reduced |
| Guidance Capital, Inc | 6,044 | $529.2K | 0.19% | +35+0.6% | Added |
| Pathstone Holdings, LLC | 6,051 | $537.5K | 0.00% | +233+4.0% | Added |
| CI Private Wealth, LLC | 6,094 | $541.4K | 0.00% | +284+4.9% | Added |
| Verition Fund Management LLC | 6,095 | $541.4K | 0.01% | +6,095 | New |
| Axq Capital, LP | 6,100 | $541.9K | 0.13% | +6,100 | New |
| Occudo Quantitative Strategies LP | 5,062 | $543.2K | 0.09% | +5,062 | New |
| CIBC Asset Management Inc | 6,123 | $543.9K | 0.00% | −60−1.0% | Reduced |
| Nwam LLC | 6,141 | $544.2K | 0.04% | −11,075−64.3% | Reduced |
| Axxcess Wealth Management, LLC | 6,200 | $550.7K | 0.02% | 00.0% | Unchanged |
| X-Square Capital, LLC | 6,209 | $553.0K | 0.26% | −7,000−53.0% | Reduced |
| Mercer Global Advisors Inc | 6,224 | $553.0K | 0.00% | +572+10.1% | Added |
| Nordea Investment Management AB | 6,222 | $553.0K | 0.00% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 6,329 | $562.2K | 0.01% | +6,329 | New |
| Ibex Wealth Advisors | 6,098 | $575.0K | 0.16% | +6,098 | New |
| SevenBridge Financial Group, LLC | 6,775 | $587.2K | 0.13% | +6,775 | New |
| Stephens Inc | 6,634 | $589.3K | 0.01% | +6,634 | New |
| Atria Wealth Solutions, Inc. | 6,744 | $599.1K | 0.01% | +475+7.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,909 | $614.0K | 0.01% | +2,531+57.8% | Added |
| Jaffetilchin Investment Partners, LLC | 6,961 | $618.3K | 0.06% | +6,961 | New |
| Independent Financial Group, LLC | 7,010 | $622.7K | 0.03% | −12,135−63.4% | Reduced |