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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.

Q3 2024 vs. Q2 2024

How the institutions holding Expand Energy Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of EXE: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders47034670
Shares144.1M11.6M156.2M+23.7M (+17.9%)
Value$11.8B$954.7M$12.9B+$1.97B (+18.1%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (72)

Institutions that held Expand Energy Corp at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to EXE in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.12,586,992$1.04B0.02%
Capital Research Global Investors1,803,000$148.3M0.03%
Balyasny Asset Management LLC592,189$48.7M0.13%
Sourcerock Group LLC335,057$27.6M2.23%
Encompass Capital Advisors LLC299,372$24.6M1.20%
Slate Path Capital LP230,379$18.9M0.32%
ING Groep NV196,184$16.1M0.09%
Canoe Financial LP127,100$10.5M0.25%
Janney Capital Management LLC127,092$10.5M0.71%
Interval Partners, LP111,532$9.17M0.26%
Marshall Wace, LLP98,001$8.06M0.01%
SIR Capital Management, L.P.85,000$6.99M0.68%
Brigade Capital Management, LP77,120$6.34M3.59%
Boussard & Gavaudan Investment Management LLP67,623$5.62M0.51%
Twin Tree Management, LP62,760$5.16M0.12%
Lloyd Harbor Capital Management, LLC56,000$4.61M2.31%
Paragon Associates & Paragon Associates II Joint Venture50,000$4.11M7.39%
SG Americas Securities, LLC43,508$3.58M0.01%
Agf Management Ltd40,763$3.35M0.02%
GeoSphere Capital Management, LLC27,000$2.22M1.84%
Crestline Management, LP26,252$2.16M0.12%
Brevan Howard Capital Management LP25,925$2.13M0.10%
XTX Topco Ltd25,349$2.08M0.15%
Boothbay Fund Management, LLC20,304$1.67M0.05%
Murphy Pohlad Asset Management LLC18,810$1.55M0.64%
DC Investments Management, LLC18,706$1.54M1.08%
Simplex Trading, LLC18,233$1.50M0.05%
Pinebridge Investments, L.P.17,318$1.42M0.01%
Weiss Asset Management LP16,647$1.37M0.03%
Janney Montgomery Scott LLC14,569$1.20M0.00%
Hiddenite Capital Partners LP12,500$1.03M1.06%
LMR Partners LLP11,868$976.1K0.02%
Uhlmann Price Securities, LLC10,812$889.3K0.71%
Caxton Associates LP10,176$837.0K0.04%
Ausbil Investment Management Ltd9,500$781.4K0.27%
D. E. Shaw & Co., Inc.8,749$719.6K0.00%
ISAM Funds (UK) Ltd6,800$559.3K0.32%
LaSalle St. Investment Advisors, LLC6,281$516.0K0.20%
Hardin Capital Partners, LLC4,939$424.8K0.24%
CWA Asset Management Group, LLC4,710$387.4K0.02%
BI Asset Management Fondsmaeglerselskab A/S4,680$385.0K0.01%
Asahi Life Asset Management Co., Ltd.4,330$356.1K0.22%
Beacon Pointe Advisors, LLC4,293$353.1K0.00%
BTG Pactual Asset Management US LLC4,213$346.5K0.05%
Nwam LLC3,655$300.6K0.02%
Bryn Mawr Trust Co3,367$276.9K0.00%
King Luther Capital Management Corp3,250$267.3K0.00%
Prelude Capital Management, LLC3,102$255.1K0.02%
TD Waterhouse Canada Inc.2,834$231.6K0.00%
Atria Wealth Solutions, Inc.2,800$230.3K0.00%
IHT Wealth Management, LLC2,747$224.8K0.01%
Bayesian Capital Management, LP2,700$222.1K0.03%
B. Metzler seel. Sohn & Co. Holding AG2,566$211.1K0.00%
MML Investors Services, LLC2,475$204.0K0.00%
Kovitz Investment Group Partners, LLC2,500$201.5K0.00%
Florida Financial Advisors, LLC2,435$200.3K0.10%
Uncommon Cents Investing LLC1,805$148.5K0.04%
Future Financial Wealth Managment LLC1,450$119.3K0.09%
Transamerica Financial Advisors, Inc.867$72.0K0.01%
Gladius Capital Management LP376$30.9K0.02%
Nierenberg Investment Management Company, Inc.255$21.0K0.01%
Reuter James Wealth Management, LLC161$13.3K0.00%
Motco100$8.22K0.00%
Hemington Wealth Management99$8.00K0.00%
Skopos Labs, Inc.30$2.47K0.00%
Capital Analysts, LLC20$2.00K0.00%
Chilton Capital Management LLC21$1.73K0.00%
Golden State Equity Partners19$1.56K0.00%
CoreCap Advisors, LLC16$1.32K0.00%
Capital Performance Advisors LLP6$4940.00%
Ashton Thomas Securities, LLC2$1650.00%
TFC Financial Management1$830.00%

Sold out (72)

Institutions that held Expand Energy Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of EXE in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Rhumbline Advisers333,692$27.4M
Renaissance Technologies LLC329,520$27.1M
PointState Capital LP328,871$27.0M
LSV Asset Management277,861$22.8M
Tudor Investment Corp Et Al231,878$19.1M
Cambria Investment Management, L.P.146,094$12.0M
HITE Hedge Asset Management LLC70,615$5.80M
Quantbot Technologies LP59,288$4.87M
Two Sigma Advisers, LP56,009$4.60M
Polar Asset Management Partners Inc.52,020$4.28M
Ancora Advisors, LLC40,410$3.32M
Lonestar Capital Management LLC40,000$3.29M
Wolverine Trading, LLC33,816$2.78M
Axq Capital, LP32,399$2.66M
Ontario Teachers Pension Plan Board31,344$2.58M
Squarepoint Ops LLC26,586$2.19M
STRS Ohio24,488$2.01M
Tocqueville Asset Management L.P.22,315$1.83M
Thomist Capital Management, LP16,800$1.36M
Horizon Kinetics Asset Management LLC14,853$1.22M
Gamco Investors, Inc. Et Al12,000$986.3K
Spectrum Asset Management, Inc. (NB/CA)10,501$863.1K
Acadian Asset Management LLC10,484$861.0K
MBB Public Markets I LLC7,786$639.9K
Merit Financial Group, LLC7,385$607.0K
Walleye Trading LLC6,766$556.1K
CI Private Wealth, LLC6,611$543.4K
Aristeia Capital LLC6,298$517.6K
MQS Management LLC6,126$503.5K
Sciencast Management LP5,989$492.2K
Grantham, Mayo, Van Otterloo & Co. LLC5,595$459.9K
Entropy Technologies, LP4,881$401.2K
Kapitalo Investimentos Ltda4,834$397.3K
Oppenheimer Asset Management Inc.4,815$395.7K
Atom Investors LP4,507$370.4K
Denali Advisors LLC4,209$345.9K
Healthcare of Ontario Pension Plan Trust Fund4,187$344.1K
Oppenheimer & Co Inc3,985$327.5K
Wetzel Investment Advisors, Inc.3,115$276.7K
Nine Masts Capital Ltd3,300$271.2K
CMC Financial Group3,099$254.7K
D.A. Davidson & Co.3,000$246.6K
AE Wealth Management LLC2,780$228.5K
Independent Financial Group, LLC2,755$226.4K
Flow State Investments, L.P.2,614$214.8K
Black Maple Capital Management LP2,500$205.5K
Avestar Capital, LLC2,463$202.4K
Corsair Capital Management, L.P.2,362$194.1K
Sunbelt Securities, Inc.1,175$96.6K
Chiron Investment Management, LLC803$66.0K
Mirae Asset Global Investments Co., Ltd.564$46.4K
Innealta Capital, LLC224$18.4K
Beacon Capital Management, LLC213$17.5K
Newbridge Financial Services Group, Inc.200$16.4K
Fortitude Family Office, LLC187$15.4K
Distillate Capital Partners LLC171$14.1K
Redwood Wealth Management Group, LLC150$12.3K
Main Street Group, LTD100$8.25K
Trifecta Capital Advisors, LLC100$8.22K
Flputnam Investment Management Co75$6.16K
St Germain D J Co Inc68$5.59K
Ashton Thomas Private Wealth, LLC35$2.88K
TCTC Holdings, LLC29$2.38K
First Personal Financial Services25$2.01K
Financial Perspectives, Inc22$1.84K
Zions Bancorporation, N.A.21$1.73K
Opal Wealth Advisors, LLC20$1.64K
Valley National Advisers Inc20$1.00K
Capital Advisors, Ltd. LLC8$1.00K
Vista Private Wealth Partners. LLC6$494
Harbor Investment Advisory, LLC2$164
Gradient Investments LLC1$82

Not filed for Q3 2024 yet (3)

Institutions that held Expand Energy Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EXE in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.11,457,063$941.7M
Susquehanna Fundamental Investments, LLC141,413$11.6M
Permanent Capital Management, LP12,224$1.43M