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 |
|---|---|---|---|---|---|
| SevenBridge Financial Group, LLC | 7,920 | $560.1K | 0.12% | +1,145+16.9% | Added |
| Private Advisor Group, LLC | 6,901 | $567.2K | 0.00% | −629−8.4% | Reduced |
| Stephens Inc | 7,040 | $578.6K | 0.01% | +406+6.1% | Added |
| Hazlett, Burt & Watson, Inc. | 7,050 | $579.0K | 0.30% | +5,003+244.4% | Added |
| KBC Group NV | 7,063 | $581.0K | 0.00% | −165,421−95.9% | Reduced |
| Independent Advisor Alliance | 7,262 | $596.9K | 0.02% | −3,661−33.5% | Reduced |
| Merit Financial Group, LLC | 7,385 | $607.0K | 0.01% | +7,385 | New |
| Confluence Investment Management LLC | 7,436 | $611.2K | 0.01% | +422+6.0% | Added |
| Salem Investment Counselors Inc | 7,461 | $613.2K | 0.02% | −300−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 7,580 | $623.3K | 0.00% | −238−3.0% | Reduced |
| Spirit of America Management Corp | 7,750 | $637.0K | 0.13% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 7,786 | $639.9K | 0.01% | +7,786 | New |
| Daiwa Securities Group Inc. | 7,813 | $642.0K | 0.00% | +400+5.4% | Added |
| Mercer Global Advisors Inc | 8,146 | $669.6K | 0.00% | +1,922+30.9% | Added |
| Teza Capital Management LLC | 8,318 | $683.7K | 0.08% | −7,947−48.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,371 | $688.0K | 0.01% | −20−0.2% | Reduced |
| Cloverfields Capital Group, LP | 8,484 | $697.3K | 0.24% | −942−10.0% | Reduced |
| Lazard Asset Management LLC | 8,754 | $719.0K | 0.00% | +68+0.8% | Added |
| Securian Asset Management, Inc | 8,884 | $730.2K | 0.02% | −256−2.8% | Reduced |
| First Eagle Investment Management, LLC | 9,093 | $747.4K | 0.00% | +1,600+21.4% | Added |
| Gulf International Bank (UK) Ltd | 9,333 | $767.0K | 0.02% | −400−4.1% | Reduced |
| Mariner, LLC | 9,499 | $780.7K | 0.00% | +1,885+24.8% | Added |
| QRG Capital Management, Inc. | 9,600 | $789.0K | 0.01% | +2,301+31.5% | Added |
| CVA Family Office, LLC | 10,000 | $821.9K | 0.15% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,027 | $824.1K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 10,060 | $826.8K | 0.00% | −2,563−20.3% | Reduced |
| Davenport & Co LLC | 10,175 | $836.3K | 0.01% | −998−8.9% | Reduced |
| HighTower Advisors, LLC | 10,218 | $837.0K | 0.00% | +34+0.3% | Added |
| Toronto Dominion Bank | 10,205 | $838.7K | 0.00% | +186+1.9% | Added |
| Acadian Asset Management LLC | 10,484 | $861.0K | 0.00% | +10,484 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 10,501 | $863.1K | 0.40% | +391+3.9% | Added |
| Toroso Investments, LLC | 10,705 | $879.8K | 0.01% | −3,796−26.2% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,840 | $890.9K | 0.44% | +836+8.4% | Added |
| Intech Investment Management LLC | 11,168 | $917.9K | 0.01% | +6,782+154.6% | Added |
| Aurora Investment Counsel | 11,710 | $962.4K | 0.56% | −220−1.8% | Reduced |
| Central Trust Co | 11,826 | $972.0K | 0.02% | −3,554−23.1% | Reduced |
| Public Employees Retirement Association of Colorado | 11,923 | $980.0K | 0.00% | −312−2.6% | Reduced |
| Gamco Investors, Inc. Et Al | 12,000 | $986.3K | 0.01% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 12,955 | $1.06M | 0.01% | +292+2.3% | Added |
| Sanctuary Advisors, LLC | 11,630 | $1.07M | 0.01% | +11,630 | New |
| Robeco Institutional Asset Management B.V. | 13,043 | $1.07M | 0.00% | −40,836−75.8% | Reduced |
| Hohimer Wealth Management, LLC | 13,675 | $1.12M | 0.26% | −148−1.1% | Reduced |
| NBC Securities, Inc. | 13,704 | $1.13M | 0.10% | +1,231+9.9% | Added |
| Ostrum Asset Management | 13,835 | $1.14M | 0.10% | −1,075−7.2% | Reduced |
| Clear Harbor Asset Management, LLC | 13,895 | $1.14M | 0.10% | +180+1.3% | Added |
| Aft, Forsyth & Sober, LLC | 14,000 | $1.15M | 0.39% | +14,000 | New |
| Brinker Capital Investments, LLC | 14,374 | $1.18M | 0.01% | +1,392+10.7% | Added |
| Orion Portfolio Solutions, LLC | 14,374 | $1.18M | 0.01% | +1,392+10.7% | Added |
| Horizon Kinetics Asset Management LLC | 14,853 | $1.22M | 0.02% | +14,853 | New |
| Barnett & Company, Inc. | 14,968 | $1.23M | 0.88% | −60−0.4% | Reduced |
| SpiderRock Advisors, LLC | 15,020 | $1.23M | 0.03% | +20+0.1% | Added |
| Public Sector Pension Investment Board | 15,027 | $1.24M | 0.01% | −945−5.9% | Reduced |
| Byrne Asset Management LLC | 15,282 | $1.26M | 0.90% | −239−1.5% | Reduced |
| Glenorchy Capital Ltd | 15,494 | $1.27M | 0.94% | +4,414+39.8% | Added |
| Gilder Gagnon Howe & Co LLC | 15,736 | $1.29M | 0.02% | −17,979−53.3% | Reduced |
| Raymond James & Associates | 15,757 | $1.30M | 0.00% | −20,975−57.1% | Reduced |
| National Bank of Canada | 16,603 | $1.36M | 0.00% | +60.0% | Added |
| Thomist Capital Management, LP | 16,800 | $1.36M | 0.50% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 16,681 | $1.37M | 0.00% | −134−0.8% | Reduced |
| Panagora Asset Management Inc | 16,902 | $1.39M | 0.01% | −22,572−57.2% | Reduced |
| apricus wealth, LLC | 16,960 | $1.39M | 1.00% | +16,960 | New |
| NYL Investors LLC | 17,058 | $1.40M | 0.10% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 12,224 | $1.43M | 0.30% | +12,224 | New |
| Xponance, Inc. | 17,914 | $1.47M | 0.02% | −1,025−5.4% | Reduced |
| State of Alaska, Department of Revenue | 18,590 | $1.53M | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 19,199 | $1.58M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 19,352 | $1.59M | 0.00% | +857+4.6% | Added |
| Schroder Investment Management Group | 19,500 | $1.60M | 0.00% | −1,537−7.3% | Reduced |
| Estate Counselors, LLC | 19,830 | $1.63M | 0.18% | −30−0.2% | Reduced |
| Braun Stacey Associates Inc | 19,875 | $1.63M | 0.06% | 00.0% | Unchanged |
| Wealth High Governance Capital Ltda | 20,000 | $1.64M | 0.41% | +20,000 | New |
| Huber Capital Management LLC | 20,014 | $1.64M | 0.37% | −1,400−6.5% | Reduced |
| Vident Advisory, LLC | 20,634 | $1.70M | 0.05% | −155,387−88.3% | Reduced |
| DnB Asset Management AS | 20,666 | $1.70M | 0.01% | +1,544+8.1% | Added |
| Cresset Asset Management, LLC | 20,701 | $1.70M | 0.01% | +2,257+12.2% | Added |
| British Columbia Investment Management Corp | 21,307 | $1.75M | 0.01% | +7,982+59.9% | Added |
| Utah Retirement Systems | 21,800 | $1.79M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 21,800 | $1.79M | 0.06% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 22,315 | $1.83M | 0.03% | +100+0.5% | Added |
| Verition Fund Management LLC | 22,689 | $1.86M | 0.01% | +16,594+272.3% | Added |
| Guggenheim Capital LLC | 23,034 | $1.89M | 0.01% | +7,828+51.5% | Added |
| Oregon Public Employees Retirement Fund | 23,115 | $1.90M | 0.04% | −4,385−15.9% | Reduced |
| Concorde Financial Corp | 23,279 | $1.91M | 1.26% | +23,279 | New |
| Walleye Capital LLC | 23,557 | $1.94M | 0.02% | −10,248−30.3% | Reduced |
| Commonwealth Equity Services, LLC | 23,919 | $1.97M | 0.00% | −4,947−17.1% | Reduced |
| PEAK6 Investments LLC | 24,312 | $2.00M | 0.09% | +24,312 | New |
| STRS Ohio | 24,488 | $2.01M | 0.01% | +5,652+30.0% | Added |
| Romano Brothers and Company | 24,550 | $2.02M | 0.28% | −2,000−7.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,689 | $2.03M | 0.01% | +96+0.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,767 | $2.04M | 0.01% | +69+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,861 | $2.04M | 0.05% | +63+0.3% | Added |
| Penn Capital Management Co Inc | 24,700 | $2.06M | 0.20% | −497−2.0% | Reduced |
| Bridgeway Capital Management, LLC | 25,230 | $2.07M | 0.05% | −39,000−60.7% | Reduced |
| Storebrand Asset Management AS | 26,489 | $2.18M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 26,586 | $2.19M | 0.01% | −9,903−27.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,229 | $2.40M | 0.01% | +25,600+705.4% | Added |
| Integrated Wealth Concepts LLC | 29,460 | $2.42M | 0.03% | +2,616+9.7% | Added |
| First Dallas Securities Inc. | 29,969 | $2.46M | 1.08% | +457+1.5% | Added |
| Keeley-Teton Advisors, LLC | 30,239 | $2.49M | 0.32% | −101−0.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 30,270 | $2.49M | 0.55% | +673+2.3% | Added |