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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 853 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone House Investment Management, LLC | 842 | $69.2K | 0.02% | +520+161.5% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $74.0K | 0.04% | −975−52.0% | Reduced |
| Caitlin John, LLC | 906 | $74.5K | 0.05% | +2+0.2% | Added |
| CWM, LLC | 935 | $77.0K | 0.00% | −16−1.7% | Reduced |
| Sunbelt Securities, Inc. | 1,175 | $96.6K | 0.01% | −60−4.9% | Reduced |
| Solstein Capital, LLC | 1,214 | $99.8K | 0.07% | +1,214 | New |
| Covestor Ltd | 1,329 | $109.0K | 0.07% | −1,859−58.3% | Reduced |
| Ibex Wealth Advisors | 1,341 | $110.2K | 0.02% | −4,757−78.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,377 | $113.2K | 0.00% | −2,658−65.9% | Reduced |
| Leonteq Securities AG | 1,405 | $115.5K | 0.02% | +257+22.4% | Added |
| Signaturefd, LLC | 1,412 | $116.1K | 0.00% | −162−10.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,495 | $122.9K | 0.00% | −655−30.5% | Reduced |
| Ci Investments Inc. | 1,525 | $125.0K | 0.00% | −220−12.6% | Reduced |
| Rakuten Investment Management, Inc. | 1,529 | $125.9K | 0.00% | +567+58.9% | Added |
| Farther Finance Advisors, LLC | 2,163 | $178.5K | 0.01% | +82+3.9% | Added |
| Northwest & Ethical Investments L.P. | 2,200 | $180.8K | 0.01% | +1,500+214.3% | Added |
| Corsair Capital Management, L.P. | 2,362 | $194.1K | 0.05% | −17−0.7% | Reduced |
| Vestcor Inc | 2,375 | $195.0K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,463 | $202.4K | 0.02% | +2,463 | New |
| Chickasaw Capital Management LLC | 2,500 | $205.0K | 0.01% | +2,500 | New |
| Moore Capital Management, LP | 2,500 | $205.5K | 0.00% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 2,500 | $205.5K | 0.15% | +2,500 | New |
| ELCO Management Co., LLC | 2,500 | $205.5K | 0.12% | +2,500 | New |
| Investment Management Corp of Ontario | 2,528 | $207.8K | 0.01% | +2,528 | New |
| B. Metzler seel. Sohn & Co. AG | 2,566 | $210.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,611 | $214.6K | 0.01% | −186−6.6% | Reduced |
| Flow State Investments, L.P. | 2,614 | $214.8K | 0.07% | +2,614 | New |
| Jefferies Financial Group Inc. | 2,632 | $216.3K | 0.00% | −6,897−72.4% | Reduced |
| Forum Financial Management, LP | 2,649 | $217.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 2,654 | $218.1K | 0.15% | +2,654 | New |
| Terril Brothers, Inc. | 2,700 | $221.9K | 0.08% | 00.0% | Unchanged |
| Credit Agricole S A | 2,733 | $224.6K | 0.00% | +2,700+8,181.8% | Added |
| Blair William & Co | 2,749 | $225.9K | 0.00% | +2,749 | New |
| Independent Financial Group, LLC | 2,755 | $226.4K | 0.01% | −4,255−60.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,761 | $226.9K | 0.00% | +2,761 | New |
| AE Wealth Management LLC | 2,780 | $228.5K | 0.00% | −17,914−86.6% | Reduced |
| Truist Financial Corp | 2,816 | $231.4K | 0.00% | −32−1.1% | Reduced |
| First Citizens Bank & Trust Co | 2,858 | $234.9K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,887 | $237.3K | 0.01% | −329−10.2% | Reduced |
| D.A. Davidson & Co. | 3,000 | $246.6K | 0.00% | −1,800−37.5% | Reduced |
| UniSuper Management Pty Ltd | 3,000 | $246.6K | 0.00% | +1,400+87.5% | Added |
| CMC Financial Group | 3,099 | $254.7K | 0.42% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,145 | $258.5K | 0.00% | −103−3.2% | Reduced |
| Atria Investments LLC | 3,184 | $261.7K | 0.00% | +3,184 | New |
| CWM Advisors, LLC | 3,217 | $264.4K | 0.03% | −1,758−35.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,250 | $267.1K | 0.02% | +3,250 | New |
| Nine Masts Capital Ltd | 3,300 | $271.2K | 0.08% | +3,300 | New |
| Swiss Life Asset Management Ltd | 3,328 | $273.5K | 0.00% | −1,110−25.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,329 | $273.6K | 0.00% | −255−7.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,115 | $276.7K | 0.16% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,440 | $282.7K | 0.01% | +68+2.0% | Added |
| Cerity Partners LLC | 3,474 | $285.5K | 0.00% | −1,745−33.4% | Reduced |
| Hardy Reed LLC | 3,479 | $285.9K | 0.03% | +3,479 | New |
| Applied Finance Capital Management, LLC | 3,566 | $293.1K | 0.01% | +3,566 | New |
| TownSquare Capital, LLC | 3,570 | $293.4K | 0.00% | +106+3.1% | Added |
| CIBC Asset Management Inc | 3,669 | $301.6K | 0.00% | −2,454−40.1% | Reduced |
| Cetera Investment Advisers | 3,736 | $307.1K | 0.00% | +92+2.5% | Added |
| Baldwin Investment Management, LLC | 3,750 | $308.2K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,840 | $315.6K | 0.00% | +328+9.3% | Added |
| Omers Administration Corp | 3,864 | $317.6K | 0.00% | +3,864 | New |
| RSM US Wealth Management LLC | 3,926 | $322.9K | 0.01% | +3,926 | New |
| Oppenheimer & Co Inc | 3,985 | $327.5K | 0.01% | −8,309−67.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,187 | $344.1K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 4,209 | $345.9K | 0.09% | +123+3.0% | Added |
| Wedmont Private Capital | 4,178 | $348.8K | 0.02% | +1,079+34.8% | Added |
| M&T Bank Corp | 4,330 | $356.4K | 0.00% | +65+1.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,396 | $361.3K | 0.01% | −42−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,406 | $362.0K | 0.00% | −4,160−48.6% | Reduced |
| Atom Investors LP | 4,507 | $370.4K | 0.04% | +4,507 | New |
| Shelton Capital Management | 4,642 | $381.5K | 0.01% | −263−5.4% | Reduced |
| Citizens National Bank Trust Department | 4,645 | $381.8K | 0.09% | +300+6.9% | Added |
| Wedbush Securities Inc | 4,654 | $382.0K | 0.01% | −3,257−41.2% | Reduced |
| Oppenheimer Asset Management Inc. | 4,815 | $395.7K | 0.01% | +586+13.9% | Added |
| Kapitalo Investimentos Ltda | 4,834 | $397.3K | 0.12% | +4,834 | New |
| Avantax Advisory Services, Inc. | 4,876 | $400.8K | 0.00% | +251+5.4% | Added |
| Entropy Technologies, LP | 4,881 | $401.2K | 0.04% | −2,527−34.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,002 | $411.1K | 0.02% | −79−1.6% | Reduced |
| US Bancorp | 5,074 | $417.0K | 0.00% | +12+0.2% | Added |
| Guidance Capital, Inc | 5,637 | $430.2K | 0.14% | −407−6.7% | Reduced |
| ProShare Advisors LLC | 5,253 | $431.7K | 0.00% | −170−3.1% | Reduced |
| M&G Plc | 5,301 | $434.7K | 0.00% | −133,669−96.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,348 | $439.6K | 0.04% | −1,613−23.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,595 | $459.9K | 0.00% | −272,822−98.0% | Reduced |
| nVerses Capital, LLC | 5,700 | $468.5K | 0.28% | +5,700 | New |
| Wintrust Investments LLC | 5,730 | $471.0K | 0.04% | +290+5.3% | Added |
| X-Square Capital, LLC | 5,832 | $479.0K | 0.22% | −377−6.1% | Reduced |
| Pathstone Holdings, LLC | 5,881 | $483.4K | 0.00% | −170−2.8% | Reduced |
| Sciencast Management LP | 5,989 | $492.2K | 0.17% | −7,220−54.7% | Reduced |
| CIBC World Markets Corp | 5,995 | $492.7K | 0.00% | +1,443+31.7% | Added |
| MQS Management LLC | 6,126 | $503.5K | 0.30% | +6,126 | New |
| Nordea Investment Management AB | 6,222 | $514.9K | 0.00% | 00.0% | Unchanged |
| Aristeia Capital LLC | 6,298 | $517.6K | 0.02% | +466+8.0% | Added |
| Crossmark Global Holdings, Inc. | 6,310 | $519.0K | 0.01% | −942−13.0% | Reduced |
| DekaBank Deutsche Girozentrale | 6,366 | $520.0K | 0.00% | +292+4.8% | Added |
| Thompson Siegel & Walmsley LLC | 6,409 | $527.0K | 0.01% | −478,405−98.7% | Reduced |
| Nomura Holdings Inc | 6,552 | $538.5K | 0.00% | −25,448−79.5% | Reduced |
| Advisory Services Network, LLC | 6,557 | $538.9K | 0.01% | −550−7.7% | Reduced |
| CI Private Wealth, LLC | 6,611 | $543.4K | 0.00% | +517+8.5% | Added |
| Sequent Asset Management, LLC | 6,727 | $552.9K | 0.28% | +6,727 | New |
| Walleye Trading LLC | 6,766 | $556.1K | 0.01% | +6,766 | New |