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 |
|---|---|---|---|---|---|
| SevenBridge Financial Group, LLC | 6,775 | $587.2K | 0.13% | +6,775 | New |
| Ibex Wealth Advisors | 6,098 | $575.0K | 0.16% | +6,098 | New |
| Pentwater Capital Management LP | 6,329 | $562.2K | 0.01% | +6,329 | New |
| Nordea Investment Management AB | 6,222 | $553.0K | 0.00% | 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 |
| Axxcess Wealth Management, LLC | 6,200 | $550.7K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 6,141 | $544.2K | 0.04% | −11,075−64.3% | Reduced |
| CIBC Asset Management Inc | 6,123 | $543.9K | 0.00% | −60−1.0% | Reduced |
| Occudo Quantitative Strategies LP | 5,062 | $543.2K | 0.09% | +5,062 | New |
| Axq Capital, LP | 6,100 | $541.9K | 0.13% | +6,100 | New |
| Verition Fund Management LLC | 6,095 | $541.4K | 0.01% | +6,095 | New |
| CI Private Wealth, LLC | 6,094 | $541.4K | 0.00% | +284+4.9% | Added |
| Pathstone Holdings, LLC | 6,051 | $537.5K | 0.00% | +233+4.0% | Added |
| Guidance Capital, Inc | 6,044 | $529.2K | 0.19% | +35+0.6% | Added |
| DekaBank Deutsche Girozentrale | 6,074 | $522.0K | 0.00% | −3,365−35.6% | Reduced |
| Aristeia Capital LLC | 5,832 | $518.1K | 0.02% | +5,832 | New |
| Calamos Advisors LLC | 5,626 | $499.8K | 0.00% | −6,035−51.8% | Reduced |
| Wintrust Investments LLC | 5,440 | $483.0K | 0.04% | +855+18.6% | Added |
| ProShare Advisors LLC | 5,423 | $481.7K | 0.00% | −438−7.5% | Reduced |
| Bank of Nova Scotia | 5,407 | $480.3K | 0.00% | −14−0.3% | Reduced |
| Cerity Partners LLC | 5,219 | $463.6K | 0.00% | +5,219 | New |
| Fox Run Management, L.L.C. | 5,202 | $462.1K | 0.10% | +5,202 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,081 | $451.3K | 0.02% | +5,081 | New |
| US Bancorp | 5,062 | $449.7K | 0.00% | −121−2.3% | Reduced |
| U S Global Investors Inc | 5,000 | $444.1K | 0.04% | −2,500−33.3% | Reduced |
| CWM Advisors, LLC | 4,975 | $441.9K | 0.05% | −778−13.5% | Reduced |
| Shelton Capital Management | 4,905 | $435.7K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,906 | $435.7K | 0.00% | +4,906 | New |
| D.A. Davidson & Co. | 4,800 | $426.4K | 0.00% | −1,000−17.2% | Reduced |
| L2 Asset Management, LLC | 4,663 | $414.2K | 0.14% | +1,251+36.7% | Added |
| Avantax Advisory Services, Inc. | 4,625 | $410.9K | 0.00% | +887+23.7% | Added |
| CIBC World Markets Corp | 4,552 | $404.4K | 0.00% | +1,418+45.2% | Added |
| 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 |
| Intech Investment Management LLC | 4,386 | $389.6K | 0.01% | −2,616−37.4% | Reduced |
| SG Americas Securities, LLC | 4,352 | $387.0K | 0.00% | −65−1.5% | Reduced |
| Citizens National Bank Trust Department | 4,345 | $386.0K | 0.09% | +248+6.1% | Added |
| Signet Financial Management, LLC | 4,290 | $381.1K | 0.05% | +1,196+38.7% | Added |
| M&T Bank Corp | 4,265 | $378.7K | 0.00% | +64+1.5% | Added |
| Oppenheimer Asset Management Inc. | 4,229 | $375.7K | 0.01% | −4,904−53.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,187 | $371.9K | 0.00% | +4,187 | New |
| Impact Partnership Wealth, LLC | 4,152 | $368.8K | 0.15% | −2,759−39.9% | Reduced |
| Denali Advisors LLC | 4,086 | $363.0K | 0.11% | −1,702−29.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,035 | $358.4K | 0.01% | −8,297−67.3% | Reduced |
| Shell Asset Management Co | 4,261 | $350.0K | 0.02% | +2,491+140.7% | Added |
| Hancock Whitney Corp | 3,769 | $334.8K | 0.01% | −337−8.2% | Reduced |
| Baldwin Investment Management, LLC | 3,750 | $333.1K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,644 | $323.6K | 0.00% | +3,644 | New |
| Wealth Enhancement Advisory Services, LLC | 3,629 | $322.4K | 0.00% | +911+33.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,584 | $318.4K | 0.00% | −1,674−31.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,518 | $313.0K | 0.03% | +3,518 | New |
| The PNC Financial Services Group, Inc. | 3,512 | $312.0K | 0.00% | +470+15.5% | Added |
| TownSquare Capital, LLC | 3,464 | $307.7K | 0.00% | −30−0.9% | Reduced |
| Fifth Third Bancorp | 3,434 | $305.0K | 0.00% | −80−2.3% | Reduced |
| Symmetry Partners, LLC | 3,374 | $300.0K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,372 | $299.5K | 0.01% | +154+4.8% | Added |
| Stratos Wealth Partners, LTD. | 3,248 | $288.6K | 0.00% | −513−13.6% | Reduced |
| Profund Advisors LLC | 3,216 | $285.7K | 0.01% | +128+4.1% | Added |
| Covestor Ltd | 3,188 | $283.0K | 0.18% | +595+22.9% | Added |
| Wedmont Private Capital | 3,099 | $278.6K | 0.02% | +3,099 | New |
| CMC Financial Group | 3,099 | $275.3K | 0.39% | −270−8.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,115 | $272.0K | 0.16% | +2,000+179.4% | Added |
| APG Asset Management N.V. | 3,300 | $271.4K | 0.00% | +3,300 | New |
| Adell Harriman & Carpenter Inc | 2,950 | $262.0K | 0.02% | −1,800−37.9% | Reduced |
| Alberta Investment Management Corp | 2,900 | $257.6K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,871 | $255.0K | 0.08% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,858 | $253.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 2,848 | $253.0K | 0.00% | −35,813−92.6% | Reduced |
| Teacher Retirement System of Texas | 2,826 | $251.0K | 0.00% | −10,985−79.5% | Reduced |
| Raymond James Trust N.A. | 2,797 | $248.5K | 0.01% | +2,797 | New |
| Ossiam | 2,719 | $241.5K | 0.00% | +2,172+397.1% | Added |
| Wealth Alliance Advisory Group, LLC | 2,712 | $240.9K | 0.06% | +2,712 | New |
| 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 |
| Forum Financial Management, LP | 2,649 | $235.3K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 2,566 | $227.9K | 0.00% | +2,566 | New |
| Moore Capital Management, LP | 2,500 | $222.1K | 0.00% | +2,500 | New |
| Corsair Capital Management, L.P. | 2,379 | $211.3K | 0.06% | +2,379 | New |
| Vestcor Inc | 2,375 | $211.0K | 0.01% | −19−0.8% | Reduced |
| E&G Advisors, LP | 2,337 | $207.6K | 0.07% | +2,337 | New |
| Inscription Capital, LLC | 2,298 | $204.1K | 0.03% | +2,298 | New |
| HB Wealth Management, LLC | 2,290 | $203.4K | 0.00% | +2,290 | New |
| Bartlett & Co. Wealth Management LLC | 2,150 | $191.0K | 0.00% | −325−13.1% | Reduced |
| Farther Finance Advisors, LLC | 2,081 | $186.8K | 0.01% | +1,900+1,049.7% | Added |
| Hazlett, Burt & Watson, Inc. | 2,047 | $182.0K | 0.11% | +3+0.1% | Added |
| FNY Investment Advisers, LLC | 2,001 | $177.0K | 0.12% | +2,001 | New |
| Caldwell Sutter Capital, Inc. | 1,875 | $166.6K | 0.08% | −250−11.8% | Reduced |
| Ci Investments Inc. | 1,745 | $155.0K | 0.00% | −1,638−48.4% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $142.1K | 0.00% | +700+77.8% | Added |
| Signaturefd, LLC | 1,574 | $139.8K | 0.00% | +324+25.9% | Added |
| Future Financial Wealth Managment LLC | 1,450 | $128.8K | 0.10% | +1,450 | New |
| Sunbelt Securities, Inc. | 1,235 | $109.7K | 0.01% | −1−0.1% | Reduced |
| Leonteq Securities AG | 1,148 | $102.0K | 0.01% | −921−44.5% | Reduced |
| Rakuten Investment Management, Inc. | 962 | $85.5K | 0.00% | +881+1,087.7% | Added |
| CWM, LLC | 951 | $84.0K | 0.00% | −223−19.0% | Reduced |
| Caitlin John, LLC | 904 | $80.3K | 0.06% | +2+0.2% | Added |
| Abich Financial Wealth Management LLC | 900 | $79.9K | 0.06% | +220+32.4% | Added |
| Northwest Investment Counselors, LLC | 800 | $71.1K | 0.02% | +800 | New |
| Chiron Investment Management, LLC | 757 | $67.2K | 0.03% | +326+75.6% | Added |