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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.

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.

Institutional holdersQ1 2024: 495 institutions
Q1 2021: 118 institutionsQ2 2021: 170 institutionsQ3 2021: 209 institutionsQ4 2021: 268 institutionsQ1 2022: 345 institutionsQ2 2022: 386 institutionsQ3 2022: 436 institutionsQ4 2022: 491 institutionsQ1 2023: 459 institutionsQ2 2023: 457 institutionsQ3 2023: 479 institutionsQ4 2023: 467 institutionsQ1 2024: 495 institutionsQ2 2024: 470 institutionsQ3 2024: 467 institutionsQ4 2024: 641 institutionsQ1 2025: 737 institutionsQ2 2025: 812 institutionsQ3 2025: 764 institutionsQ4 2025: 871 institutionsQ1 2026: 899 institutionsQ2 2026: 854 institutions
Value heldQ1 2024: $12.6B
Q1 2021: $4.08BQ2 2021: $5.64BQ3 2021: $6.79BQ4 2021: $8.47BQ1 2022: $12.1BQ2 2022: $10.8BQ3 2022: $12.3BQ4 2022: $12.3BQ1 2023: $9.73BQ2 2023: $10.9BQ3 2023: $11.8BQ4 2023: $10.2BQ1 2024: $12.6BQ2 2024: $11.8BQ3 2024: $12.9BQ4 2024: $22.6BQ1 2025: $24.7BQ2 2025: $25.2BQ3 2025: $23.7BQ4 2025: $24.6BQ1 2026: $24.0BQ2 2026: $20.0B
Institutions holding EXE and their total value by quarter
QuarterHoldersValue
Q2 2026854$20.0B
Q1 2026899$24.0B
Q4 2025871$24.6B
Q3 2025764$23.7B
Q2 2025812$25.2B
Q1 2025737$24.7B
Q4 2024641$22.6B
Q3 2024467$12.9B
Q2 2024470$11.8B
Q1 2024495$12.6B
Q4 2023467$10.2B
Q3 2023479$11.8B
Q2 2023457$10.9B
Q1 2023459$9.73B
Q4 2022491$12.3B
Q3 2022436$12.3B
Q2 2022386$10.8B
Q1 2022345$12.1B
Q4 2021268$8.47B
Q3 2021209$6.79B
Q2 2021170$5.64B
Q1 2021118$4.08B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2023.

Institutions holding EXE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Washington Trust Co750$66.6K0.00%+750New
Northwest & Ethical Investments L.P.700$62.2K0.00%+700New
Mendota Financial Group, LLC690$61.3K0.04%−85−11.0%Reduced
Huntington National Bank680$60.4K0.00%−23−3.3%Reduced
Global Retirement Partners, LLC665$59.1K0.00%+13+2.0%Added
Princeton Global Asset Management LLC599$53.2K0.01%+2+0.3%Added
IFP Advisors, Inc521$46.3K0.00%+51+10.9%Added
Westside Investment Management, Inc.520$46.2K0.01%00.0%Unchanged
Bokf, NA500$44.9K0.00%+500New
Adirondack Trust Co500$44.4K0.02%00.0%Unchanged
Allspring Global Investments Holdings, LLC422$37.5K0.00%+422New
Altshuler Shaham Ltd379$33.7K0.00%−188−33.2%Reduced
Lindbrook Capital, LLC374$33.2K0.00%+178+90.8%Added
Quadrant Capital Group LLC350$31.1K0.00%+127+57.0%Added
SYSTM Wealth Solutions LLC335$29.8K0.00%−692−67.4%Reduced
GAMMA Investing LLC324$28.8K0.01%−196−37.7%Reduced
Stone House Investment Management, LLC322$28.6K0.01%+322New
Federation des caisses Desjardins du Quebec358$28.2K0.00%−30−7.7%Reduced
First Horizon Advisors, Inc.311$27.6K0.00%−10−3.1%Reduced
Cullen/Frost Bankers, Inc.300$26.6K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$26.6K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.300$26.6K0.01%+100+50.0%Added
Principal Securities, Inc.298$26.5K0.00%−68−18.6%Reduced
Criterion Capital Advisors, LLC280$24.9K0.02%00.0%Unchanged
Hantz Financial Services, Inc.274$24.0K0.00%−20,993−98.7%Reduced
Allworth Financial LP263$23.4K0.00%−467−64.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main249$22.1K0.00%00.0%Unchanged
Parkside Financial Bank & Trust239$21.3K0.00%+9+3.9%Added
Spire Wealth Management225$20.0K0.00%−109−32.6%Reduced
Beacon Capital Management, LLC213$18.9K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC203$18.2K0.00%+200+6,666.7%Added
Peoples Bank200$17.8K0.01%00.0%Unchanged
Bangor Savings Bank200$17.8K0.00%+200New
LifeSteps Financial, Inc.200$17.8K0.01%+200New
Fortitude Family Office, LLC187$16.6K0.01%+187New
Proequities, Inc.178$15.8K0.00%−9−4.8%Reduced
Indiana Trust & Investment Management CO150$13.3K0.01%00.0%Unchanged
Anchor Investment Management, LLC140$12.4K0.00%00.0%Unchanged
Geneos Wealth Management Inc.139$12.3K0.00%00.0%Unchanged
Jones Financial Companies LLLP138$12.3K0.00%+138New
AdvisorNet Financial, Inc136$12.1K0.00%−12−8.1%Reduced
Private Trust Co NA114$10.1K0.00%−84−42.4%Reduced
Parallel Advisors, LLC112$9.95K0.00%−380−77.2%Reduced
Oliver Lagore Vanvalin Investment Group105$9.33K0.00%00.0%Unchanged
Harbour Investments, Inc.104$9.24K0.00%−1−1.0%Reduced
Financial Management Professionals, Inc.100$9.00K0.00%00.0%Unchanged
Main Street Group, LTD100$8.97K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC100$8.88K0.00%−18−15.3%Reduced
Steward Partners Investment Advisory, LLC100$8.88K0.00%−8−7.4%Reduced
Trifecta Capital Advisors, LLC100$8.88K0.00%00.0%Unchanged
Hilltop National Bank100$8.88K0.00%+100New
Exchange Traded Concepts, LLC91$8.08K0.00%+91New
Bruce G. Allen Investments, LLC90$8.00K0.01%+73+429.4%Added
Amitell Capital Pte Ltd87$7.73K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC78$6.93K0.00%−5−6.0%Reduced
Hexagon Capital Partners LLC75$6.67K0.00%−63−45.7%Reduced
Tanglewood Legacy Advisors, LLC74$6.57K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC69$6.13K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.68$6.04K0.00%−199−74.5%Reduced
St Germain D J Co Inc68$6.04K0.00%00.0%Unchanged
Bessemer Group Inc69$6.00K0.00%+69New
First United Bank Trust60$5.33K0.00%−64−51.6%Reduced
Versant Capital Management, Inc55$4.89K0.00%+29+111.5%Added
Tradewinds Capital Management, LLC50$4.47K0.00%+50New
Pineridge Advisors LLC48$4.23K0.00%+1+2.1%Added
Smartleaf Asset Management LLC47$4.12K0.00%+47New
Pinnacle Bancorp, Inc.44$3.91K0.00%−114−72.2%Reduced
FinTrust Capital Advisors, LLC44$3.91K0.00%−21−32.3%Reduced
Farmers & Merchants Investments Inc42$3.73K0.00%00.0%Unchanged
Mather Group, LLC.46$3.54K0.00%+46New
Private Wealth Management Group, LLC39$3.46K0.00%00.0%Unchanged
CoreCap Advisors, LLC36$3.20K0.00%+36New
Credit Agricole S A33$2.88K0.00%00.0%Unchanged
Naples Money Management LLC31$2.75K0.00%+1+3.3%Added
Bell Investment Advisors, Inc29$2.58K0.00%00.0%Unchanged
Rakuten Securities, Inc.29$2.58K0.00%−114−79.7%Reduced
TCTC Holdings, LLC29$2.58K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.28$2.49K0.00%+28New
VisionPoint Advisory Group, LLC27$2.40K0.00%00.0%Unchanged
Umb Bank N A27$2.40K0.00%+27New
First Personal Financial Services25$2.18K0.00%−50−66.7%Reduced
Financial Perspectives, Inc22$1.98K0.00%00.0%Unchanged
Highlander Capital Management, LLC20$1.78K0.00%00.0%Unchanged
SJS Investment Consulting Inc.19$1.69K0.00%−3−13.6%Reduced
Larson Financial Group LLC17$1.51K0.00%−181−91.4%Reduced
Valued Wealth Advisors LLC16$1.42K0.00%+13+433.3%Added
Horizon Investments, LLC13$1.15K0.00%−2,940−99.6%Reduced
Sachetta, LLC14$1.08K0.00%00.0%Unchanged
Gradient Investments LLC12$1.07K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC8$1.00K0.00%+8New
True Wealth Design, LLC7$6220.00%+3+75.0%Added
Massmutual Trust Co FSB6$5330.00%−33−84.6%Reduced
Tfo-TDC, LLC2$1780.00%00.0%Unchanged
Sofos Investments, Inc.2$1620.00%+2Added
MV Capital Management, Inc.1$890.00%+1New
Point72 Asset Management, L.P.0$00.00%−659,108−100.0%Sold out
Sourcerock Group LLC0$00.00%−430,000−100.0%Sold out
Scout Investments, Inc.0$00.00%−416,941−100.0%Sold out
Causeway Capital Management LLC0$00.00%−381,075−100.0%Sold out
HAP Trading, LLC0$00.00%−140,119−100.0%Sold out