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, Q3 2024
Institutional positions in Expand Energy Corp as of Sep 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
- 467
- 0 vs. Q2 2024
- Shares held
- 156.2M
- +23.7M (+17.9%) vs. Q2 2024
- Total value
- $12.9B
- +$1.97B (+18.1%) vs. Q2 2024
- New holders
- 72
- 178 more added
- Sold out
- 72
- 151 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $83 | 0.00% | +1 | New |
| Mather Group, LLC. | 2 | $165 | 0.00% | −681−99.7% | Reduced |
| Ashton Thomas Securities, LLC | 2 | $165 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 4 | $330 | 0.00% | −14−77.8% | Reduced |
| MV Capital Management, Inc. | 5 | $412 | 0.00% | +3+150.0% | Added |
| Capital Performance Advisors LLP | 6 | $494 | 0.00% | +6 | New |
| True Wealth Design, LLC | 8 | $658 | 0.00% | −2−20.0% | Reduced |
| Rothschild Investment LLC | 11 | $905 | 0.00% | +5+83.3% | Added |
| Hantz Financial Services, Inc. | 7 | $1.00K | 0.00% | −54−88.5% | Reduced |
| CoreCap Advisors, LLC | 16 | $1.32K | 0.00% | +16 | New |
| Golden State Equity Partners | 19 | $1.56K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 20 | $1.65K | 0.00% | +1+5.3% | Added |
| Chilton Capital Management LLC | 21 | $1.73K | 0.00% | +21 | New |
| Bruce G. Allen Investments, LLC | 22 | $1.81K | 0.00% | −69−75.8% | Reduced |
| Olistico Wealth, LLC | 24 | $1.97K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Sachetta, LLC | 27 | $2.22K | 0.00% | +9+50.0% | Added |
| Versant Capital Management, Inc | 28 | $2.30K | 0.00% | −27−49.1% | Reduced |
| Bell Investment Advisors, Inc | 29 | $2.39K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 30 | $2.47K | 0.00% | +30 | New |
| Naples Money Management LLC | 35 | $2.88K | 0.00% | +4+12.9% | Added |
| Private Wealth Management Group, LLC | 42 | $3.46K | 0.00% | −43−50.6% | Reduced |
| Farmers & Merchants Investments Inc | 42 | $3.46K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 44 | $3.62K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 46 | $3.78K | 0.00% | −5,302−99.1% | Reduced |
| Tradewinds Capital Management, LLC | 51 | $4.20K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 55 | $4.52K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 58 | $4.77K | 0.00% | −204−77.9% | Reduced |
| First United Bank Trust | 60 | $4.93K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 73 | $6.02K | 0.00% | +16+28.1% | Added |
| Tanglewood Legacy Advisors, LLC | 74 | $6.09K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 75 | $6.17K | 0.00% | +52+226.1% | Added |
| SRS Capital Advisors, Inc. | 78 | $6.42K | 0.00% | +22+39.3% | Added |
| JFS Wealth Advisors, LLC | 86 | $7.07K | 0.00% | +13+17.8% | Added |
| Amitell Capital Pte Ltd | 87 | $7.16K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 90 | $7.40K | 0.00% | −15−14.3% | Reduced |
| Financial Management Professionals, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 99 | $8.00K | 0.00% | +99 | New |
| Hilltop National Bank | 100 | $8.22K | 0.00% | 00.0% | Unchanged |
| Motco | 100 | $8.22K | 0.00% | +100 | New |
| Smartleaf Asset Management LLC | 104 | $8.59K | 0.00% | +84+420.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 105 | $8.64K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 112 | $9.21K | 0.00% | −24−17.6% | Reduced |
| Anchor Investment Management, LLC | 121 | $9.95K | 0.00% | −19−13.6% | Reduced |
| Private Trust Co NA | 126 | $10.4K | 0.00% | −71−36.0% | Reduced |
| Bessemer Group Inc | 143 | $12.0K | 0.00% | +74+107.2% | Added |
| Indiana Trust & Investment Management CO | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 161 | $13.3K | 0.00% | +161 | New |
| EverSource Wealth Advisors, LLC | 172 | $14.1K | 0.00% | −63−26.8% | Reduced |
| Massmutual Trust Co FSB | 175 | $14.4K | 0.00% | +168+2,400.0% | Added |
| Steward Partners Investment Advisory, LLC | 180 | $14.8K | 0.00% | +80+80.0% | Added |
| Bangor Savings Bank | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 206 | $17.0K | 0.00% | −48−18.9% | Reduced |
| Deseret Mutual Benefit Administrators | 220 | $18.1K | 0.01% | +97+78.9% | Added |
| Spire Wealth Management | 225 | $18.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 237 | $19.5K | 0.00% | −20−7.8% | Reduced |
| Proequities, Inc. | 243 | $20.0K | 0.00% | +41+20.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $20.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 254 | $20.9K | 0.00% | −41−13.9% | Reduced |
| Nierenberg Investment Management Company, Inc. | 255 | $21.0K | 0.01% | +255 | New |
| Principal Securities, Inc. | 271 | $22.3K | 0.00% | −11−3.9% | Reduced |
| Princeton Global Asset Management LLC | 275 | $22.6K | 0.00% | −326−54.2% | Reduced |
| Umb Bank N A | 276 | $22.7K | 0.00% | +186+206.7% | Added |
| Criterion Capital Advisors, LLC | 280 | $23.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Peoples Bank | 300 | $24.7K | 0.02% | +100+50.0% | Added |
| First Horizon Advisors, Inc. | 304 | $25.0K | 0.00% | +107+54.3% | Added |
| Lindbrook Capital, LLC | 314 | $25.8K | 0.00% | −54−14.7% | Reduced |
| Larson Financial Group LLC | 346 | $28.5K | 0.00% | +329+1,935.3% | Added |
| IFP Advisors, Inc | 376 | $30.9K | 0.00% | −140−27.1% | Reduced |
| Gladius Capital Management LP | 376 | $30.9K | 0.02% | +376 | New |
| GAMMA Investing LLC | 398 | $32.7K | 0.00% | −171−30.1% | Reduced |
| Wintrust Investments LLC | 418 | $34.0K | 0.03% | −5,312−92.7% | Reduced |
| Covestor Ltd | 411 | $34.0K | 0.02% | −918−69.1% | Reduced |
| Mendota Financial Group, LLC | 471 | $38.7K | 0.02% | +1+0.2% | Added |
| Adirondack Trust Co | 500 | $41.1K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 520 | $42.8K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 504 | $42.9K | 0.00% | +4+0.8% | Added |
| Fifth Third Bancorp | 560 | $46.1K | 0.00% | −210−27.3% | Reduced |
| Jones Financial Companies LLLP | 588 | $48.6K | 0.00% | +387+192.5% | Added |
| Geneos Wealth Management Inc. | 639 | $52.6K | 0.00% | +400+167.4% | Added |
| Quadrant Capital Group LLC | 662 | $54.5K | 0.00% | −32−4.6% | Reduced |
| Leonteq Securities AG | 681 | $56.0K | 0.01% | −724−51.5% | Reduced |
| Global Retirement Partners, LLC | 688 | $56.6K | 0.00% | +5+0.7% | Added |
| Washington Trust Co | 750 | $61.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 771 | $63.4K | 0.00% | +71+10.1% | Added |
| Federation des caisses Desjardins du Quebec | 775 | $63.7K | 0.00% | +442+132.7% | Added |
| Parallel Advisors, LLC | 801 | $65.9K | 0.00% | +594+287.0% | Added |
| Stone House Investment Management, LLC | 844 | $69.4K | 0.01% | +2+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 867 | $72.0K | 0.01% | +867 | New |
| Caldwell Sutter Capital, Inc. | 900 | $74.0K | 0.03% | 00.0% | Unchanged |
| Caitlin John, LLC | 807 | $77.6K | 0.05% | −99−10.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,048 | $86.2K | 0.00% | +875+505.8% | Added |
| CWM, LLC | 1,149 | $94.0K | 0.00% | +214+22.9% | Added |
| Solstein Capital, LLC | 1,214 | $99.9K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,245 | $102.4K | 0.00% | −167−11.8% | Reduced |
| Walleye Capital LLC | 1,345 | $110.6K | 0.00% | −22,212−94.3% | Reduced |
| Future Financial Wealth Managment LLC | 1,450 | $119.3K | 0.09% | +1,450 | New |
| Bartlett & Co. Wealth Management LLC | 1,495 | $123.0K | 0.00% | 00.0% | Unchanged |