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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; 853 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, Q2 2024

Institutional positions in Expand Energy Corp as of Jun 30, 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
470
−21 vs. Q1 2024
Shares held
144.1M
+2.80M (+2.0%) vs. Q1 2024
Total value
$11.8B
−$701.6M (−5.6%) vs. Q1 2024
New holders
64
169 more added
Sold out
85
165 more reduced

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 470 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: 853 institutions
Value heldQ2 2024: $11.8B
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 2026853$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, Q2 2024

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2024.

Institutions holding EXE in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Gradient Investments LLC1$820.00%−11−91.7%Reduced
Harbor Investment Advisory, LLC2$1640.00%+2New
MV Capital Management, Inc.2$1650.00%+1+100.0%Added
Rothschild Investment LLC6$4930.00%+6New
Vista Private Wealth Partners. LLC6$4940.00%+6New
Massmutual Trust Co FSB7$5750.00%+1+16.7%Added
True Wealth Design, LLC10$8220.00%+3+42.9%Added
Capital Advisors, Ltd. LLC8$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc20$1.00K0.00%+20New
Sachetta, LLC18$1.37K0.00%+4+28.6%Added
Larson Financial Group LLC17$1.40K0.00%00.0%Unchanged
Valued Wealth Advisors LLC18$1.48K0.00%+2+12.5%Added
SJS Investment Consulting Inc.19$1.56K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC20$1.64K0.00%+20New
Smartleaf Asset Management LLC20$1.65K0.00%−27−57.4%Reduced
Zions Bancorporation, N.A.21$1.73K0.00%+21New
Financial Perspectives, Inc22$1.84K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC23$1.89K0.00%−399−94.5%Reduced
Olistico Wealth, LLC24$1.97K0.00%+24New
First Personal Financial Services25$2.01K0.00%00.0%Unchanged
Bell Investment Advisors, Inc29$2.38K0.00%00.0%Unchanged
TCTC Holdings, LLC29$2.38K0.00%00.0%Unchanged
Naples Money Management LLC31$2.56K0.00%00.0%Unchanged
Ossiam33$2.71K0.00%−2,686−98.8%Reduced
Ashton Thomas Private Wealth, LLC35$2.88K0.00%+35New
Farmers & Merchants Investments Inc42$3.45K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC44$3.62K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC51$4.16K0.00%+1+2.0%Added
Versant Capital Management, Inc55$4.52K0.00%00.0%Unchanged
Colonial Trust Advisors55$4.52K0.00%+55New
SRS Capital Advisors, Inc.56$4.60K0.00%+56New
Hexagon Capital Partners LLC57$4.61K0.00%−18−24.0%Reduced
First United Bank Trust60$4.93K0.00%00.0%Unchanged
Hantz Financial Services, Inc.61$5.00K0.00%−213−77.7%Reduced
St Germain D J Co Inc68$5.59K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC73$6.00K0.00%+4+5.8%Added
Bessemer Group Inc69$6.00K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC74$6.08K0.00%00.0%Unchanged
Flputnam Investment Management Co75$6.16K0.00%+75New
Private Wealth Management Group, LLC85$6.99K0.00%+46+117.9%Added
Amitell Capital Pte Ltd87$7.15K0.01%00.0%Unchanged
Umb Bank N A90$7.40K0.00%+63+233.3%Added
Bruce G. Allen Investments, LLC91$7.48K0.01%+1+1.1%Added
Financial Management Professionals, Inc.100$8.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC100$8.22K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC100$8.22K0.00%00.0%Unchanged
Hilltop National Bank100$8.22K0.00%00.0%Unchanged
Main Street Group, LTD100$8.25K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group105$8.63K0.00%00.0%Unchanged
Harbour Investments, Inc.105$8.63K0.00%+1+1.0%Added
Deseret Mutual Benefit Administrators123$10.1K0.00%+123New
AdvisorNet Financial, Inc136$11.2K0.00%00.0%Unchanged
Anchor Investment Management, LLC140$11.5K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO150$12.3K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC150$12.3K0.01%+150New
Distillate Capital Partners LLC171$14.1K0.00%+171New
Northwestern Mutual Wealth Management Co173$14.2K0.00%+173New
Fortitude Family Office, LLC187$15.4K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC194$15.9K0.00%+103+113.2%Added
First Horizon Advisors, Inc.197$16.2K0.00%−114−36.7%Reduced
Private Trust Co NA197$16.2K0.00%+83+72.8%Added
Newbridge Financial Services Group, Inc.200$16.4K0.01%−100−33.3%Reduced
Bangor Savings Bank200$16.4K0.00%00.0%Unchanged
Peoples Bank200$16.4K0.01%00.0%Unchanged
Jones Financial Companies LLLP201$16.6K0.00%+63+45.7%Added
Proequities, Inc.202$16.6K0.00%+24+13.5%Added
Parallel Advisors, LLC207$17.0K0.00%+95+84.8%Added
Beacon Capital Management, LLC213$17.5K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC235$17.9K0.00%+32+15.8%Added
Innealta Capital, LLC224$18.4K0.01%+224New
Spire Wealth Management225$18.5K0.00%00.0%Unchanged
Geneos Wealth Management Inc.239$19.6K0.00%+100+71.9%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main249$20.5K0.00%00.0%Unchanged
Allworth Financial LP257$20.8K0.00%−6−2.3%Reduced
Parkside Financial Bank & Trust254$20.9K0.00%+15+6.3%Added
Nisa Investment Advisors, LLC262$21.5K0.00%+184+235.9%Added
Criterion Capital Advisors, LLC280$23.0K0.01%00.0%Unchanged
Principal Securities, Inc.282$23.2K0.00%−16−5.4%Reduced
GWM Advisors LLC295$24.2K0.00%−12,006−97.6%Reduced
Cullen/Frost Bankers, Inc.300$24.7K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$24.7K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec333$27.4K0.00%−25−7.0%Reduced
Lindbrook Capital, LLC368$30.2K0.00%−6−1.6%Reduced
Mendota Financial Group, LLC470$38.6K0.02%−220−31.9%Reduced
Bokf, NA500$41.1K0.00%00.0%Unchanged
Adirondack Trust Co500$41.1K0.02%00.0%Unchanged
IFP Advisors, Inc516$42.4K0.00%−5−1.0%Reduced
Westside Investment Management, Inc.520$42.7K0.01%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.564$46.4K0.00%−180,673−99.7%Reduced
GAMMA Investing LLC569$46.8K0.01%+245+75.6%Added
Princeton Global Asset Management LLC601$49.4K0.01%+2+0.3%Added
Global Retirement Partners, LLC683$56.1K0.00%+18+2.7%Added
Quadrant Capital Group LLC694$57.0K0.00%+344+98.3%Added
Huntington National Bank700$57.5K0.00%+20+2.9%Added
Ronald Blue Trust, Inc.677$60.1K0.00%+609+895.6%Added
Mather Group, LLC.683$60.7K0.00%+637+1,384.8%Added
Washington Trust Co750$61.6K0.00%00.0%Unchanged
Quest Partners LLC766$63.0K0.01%−13,188−94.5%Reduced
Fifth Third Bancorp770$63.3K0.00%−2,664−77.6%Reduced
Chiron Investment Management, LLC803$66.0K0.03%+46+6.1%Added