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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 4,642 | $381.5K | 0.01% | −263−5.4% | Reduced |
| Atom Investors LP | 4,507 | $370.4K | 0.04% | +4,507 | New |
| Cambridge Investment Research Advisors, Inc. | 4,406 | $362.0K | 0.00% | −4,160−48.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,396 | $361.3K | 0.01% | −42−0.9% | Reduced |
| M&T Bank Corp | 4,330 | $356.4K | 0.00% | +65+1.5% | Added |
| Wedmont Private Capital | 4,178 | $348.8K | 0.02% | +1,079+34.8% | Added |
| Denali Advisors LLC | 4,209 | $345.9K | 0.09% | +123+3.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,187 | $344.1K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,985 | $327.5K | 0.01% | −8,309−67.6% | Reduced |
| RSM US Wealth Management LLC | 3,926 | $322.9K | 0.01% | +3,926 | New |
| Omers Administration Corp | 3,864 | $317.6K | 0.00% | +3,864 | New |
| The PNC Financial Services Group, Inc. | 3,840 | $315.6K | 0.00% | +328+9.3% | Added |
| Baldwin Investment Management, LLC | 3,750 | $308.2K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,736 | $307.1K | 0.00% | +92+2.5% | Added |
| CIBC Asset Management Inc | 3,669 | $301.6K | 0.00% | −2,454−40.1% | Reduced |
| TownSquare Capital, LLC | 3,570 | $293.4K | 0.00% | +106+3.1% | Added |
| Applied Finance Capital Management, LLC | 3,566 | $293.1K | 0.01% | +3,566 | New |
| Hardy Reed LLC | 3,479 | $285.9K | 0.03% | +3,479 | New |
| Cerity Partners LLC | 3,474 | $285.5K | 0.00% | −1,745−33.4% | Reduced |
| Apollon Wealth Management, LLC | 3,440 | $282.7K | 0.01% | +68+2.0% | Added |
| Wetzel Investment Advisors, Inc. | 3,115 | $276.7K | 0.16% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,329 | $273.6K | 0.00% | −255−7.1% | Reduced |
| Swiss Life Asset Management Ltd | 3,328 | $273.5K | 0.00% | −1,110−25.0% | Reduced |
| Nine Masts Capital Ltd | 3,300 | $271.2K | 0.08% | +3,300 | New |
| Fifth Third Wealth Advisors LLC | 3,250 | $267.1K | 0.02% | +3,250 | New |
| CWM Advisors, LLC | 3,217 | $264.4K | 0.03% | −1,758−35.3% | Reduced |
| Atria Investments LLC | 3,184 | $261.7K | 0.00% | +3,184 | New |
| Stratos Wealth Partners, LTD. | 3,145 | $258.5K | 0.00% | −103−3.2% | Reduced |
| CMC Financial Group | 3,099 | $254.7K | 0.42% | 00.0% | Unchanged |
| 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 |
| Profund Advisors LLC | 2,887 | $237.3K | 0.01% | −329−10.2% | Reduced |
| First Citizens Bank & Trust Co | 2,858 | $234.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 2,816 | $231.4K | 0.00% | −32−1.1% | Reduced |
| AE Wealth Management LLC | 2,780 | $228.5K | 0.00% | −17,914−86.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,761 | $226.9K | 0.00% | +2,761 | New |
| Independent Financial Group, LLC | 2,755 | $226.4K | 0.01% | −4,255−60.7% | Reduced |
| Blair William & Co | 2,749 | $225.9K | 0.00% | +2,749 | New |
| Credit Agricole S A | 2,733 | $224.6K | 0.00% | +2,700+8,181.8% | Added |
| Terril Brothers, Inc. | 2,700 | $221.9K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 2,654 | $218.1K | 0.15% | +2,654 | New |
| Forum Financial Management, LP | 2,649 | $217.7K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,632 | $216.3K | 0.00% | −6,897−72.4% | Reduced |
| Flow State Investments, L.P. | 2,614 | $214.8K | 0.07% | +2,614 | New |
| Raymond James Trust N.A. | 2,611 | $214.6K | 0.01% | −186−6.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,566 | $210.9K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 2,528 | $207.8K | 0.01% | +2,528 | 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 |
| Chickasaw Capital Management LLC | 2,500 | $205.0K | 0.01% | +2,500 | New |
| Avestar Capital, LLC | 2,463 | $202.4K | 0.02% | +2,463 | New |
| Vestcor Inc | 2,375 | $195.0K | 0.01% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 2,362 | $194.1K | 0.05% | −17−0.7% | Reduced |
| Northwest & Ethical Investments L.P. | 2,200 | $180.8K | 0.01% | +1,500+214.3% | Added |
| Farther Finance Advisors, LLC | 2,163 | $178.5K | 0.01% | +82+3.9% | Added |
| Rakuten Investment Management, Inc. | 1,529 | $125.9K | 0.00% | +567+58.9% | Added |
| Ci Investments Inc. | 1,525 | $125.0K | 0.00% | −220−12.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,495 | $122.9K | 0.00% | −655−30.5% | Reduced |
| Signaturefd, LLC | 1,412 | $116.1K | 0.00% | −162−10.3% | Reduced |
| Leonteq Securities AG | 1,405 | $115.5K | 0.02% | +257+22.4% | Added |
| Tower Research Capital LLC (TRC) | 1,377 | $113.2K | 0.00% | −2,658−65.9% | Reduced |
| Ibex Wealth Advisors | 1,341 | $110.2K | 0.02% | −4,757−78.0% | Reduced |
| Covestor Ltd | 1,329 | $109.0K | 0.07% | −1,859−58.3% | Reduced |
| Solstein Capital, LLC | 1,214 | $99.8K | 0.07% | +1,214 | New |
| Sunbelt Securities, Inc. | 1,175 | $96.6K | 0.01% | −60−4.9% | Reduced |
| CWM, LLC | 935 | $77.0K | 0.00% | −16−1.7% | Reduced |
| Caitlin John, LLC | 906 | $74.5K | 0.05% | +2+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $74.0K | 0.04% | −975−52.0% | Reduced |
| Stone House Investment Management, LLC | 842 | $69.2K | 0.02% | +520+161.5% | Added |
| Chiron Investment Management, LLC | 803 | $66.0K | 0.03% | +46+6.1% | Added |
| Fifth Third Bancorp | 770 | $63.3K | 0.00% | −2,664−77.6% | Reduced |
| Quest Partners LLC | 766 | $63.0K | 0.01% | −13,188−94.5% | Reduced |
| Washington Trust Co | 750 | $61.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 683 | $60.7K | 0.00% | +637+1,384.8% | Added |
| Ronald Blue Trust, Inc. | 677 | $60.1K | 0.00% | +609+895.6% | Added |
| Huntington National Bank | 700 | $57.5K | 0.00% | +20+2.9% | Added |
| Quadrant Capital Group LLC | 694 | $57.0K | 0.00% | +344+98.3% | Added |
| Global Retirement Partners, LLC | 683 | $56.1K | 0.00% | +18+2.7% | Added |
| Princeton Global Asset Management LLC | 601 | $49.4K | 0.01% | +2+0.3% | Added |
| GAMMA Investing LLC | 569 | $46.8K | 0.01% | +245+75.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 564 | $46.4K | 0.00% | −180,673−99.7% | Reduced |
| Westside Investment Management, Inc. | 520 | $42.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 516 | $42.4K | 0.00% | −5−1.0% | Reduced |
| Bokf, NA | 500 | $41.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $41.1K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 470 | $38.6K | 0.02% | −220−31.9% | Reduced |
| Lindbrook Capital, LLC | 368 | $30.2K | 0.00% | −6−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 333 | $27.4K | 0.00% | −25−7.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 300 | $24.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $24.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 295 | $24.2K | 0.00% | −12,006−97.6% | Reduced |
| Principal Securities, Inc. | 282 | $23.2K | 0.00% | −16−5.4% | Reduced |
| Criterion Capital Advisors, LLC | 280 | $23.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 262 | $21.5K | 0.00% | +184+235.9% | Added |
| Parkside Financial Bank & Trust | 254 | $20.9K | 0.00% | +15+6.3% | Added |
| Allworth Financial LP | 257 | $20.8K | 0.00% | −6−2.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $20.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 239 | $19.6K | 0.00% | +100+71.9% | Added |
| Spire Wealth Management | 225 | $18.5K | 0.00% | 00.0% | Unchanged |