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, Q4 2024
Institutional positions in Expand Energy Corp as of Dec 31, 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
- 641
- +184 vs. Q3 2024
- Shares held
- 227.2M
- +71.3M (+45.7%) vs. Q3 2024
- Total value
- $22.6B
- +$9.78B (+76.2%) vs. Q3 2024
- New holders
- 230
- 272 more added
- Sold out
- 46
- 97 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 23,206,317 | $2.31B | 0.05% | +10,619,325+84.4% | Added |
| Vanguard Group Inc | 22,836,157 | $2.27B | 0.04% | +10,049,394+78.6% | Added |
| Price T Rowe Associates Inc | 14,106,073 | $1.40B | 0.16% | −96,965−0.7% | Reduced |
| Capital Research Global Investors | 10,375,292 | $1.03B | 0.21% | +8,572,292+475.4% | Added |
| T. Rowe Price Investment Management, Inc. | 10,363,951 | $1.03B | 0.64% | +130,711+1.3% | Added |
| Blackstone Group Inc. | 10,320,090 | $1.03B | 4.86% | −2,366,909−18.7% | Reduced |
| State Street Corp | 7,869,760 | $783.4M | 0.03% | +2,581,676+48.8% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,937,364 | $690.6M | 13.12% | +66,480+1.0% | Added |
| Dimensional Fund Advisors LP | 6,509,596 | $648.0M | 0.16% | +3,187,331+95.9% | Added |
| Kimmeridge Energy Management Company, LLC | 6,321,761 | $629.3M | 41.38% | +1,668,982+35.9% | Added |
| FMR LLC | 5,348,857 | $532.5M | 0.03% | +3,756,854+236.0% | Added |
| Wellington Management Group LLP | 5,123,518 | $510.0M | 0.09% | −335,547−6.1% | Reduced |
| Geode Capital Management, LLC | 4,187,558 | $416.3M | 0.03% | +1,665,819+66.1% | Added |
| 1832 Asset Management L.P. | 4,014,141 | $399.6M | 0.71% | +8,910+0.2% | Added |
| First Trust Advisors LP | 3,973,705 | $395.6M | 0.35% | −391,393−9.0% | Reduced |
| Massachusetts Financial Services Co | 3,745,378 | $372.9M | 0.12% | +1,2110.0% | Added |
| Bank of New York Mellon Corp | 3,187,850 | $317.4M | 0.06% | +742,089+30.3% | Added |
| Thrivent Financial for Lutherans | 3,053,982 | $304.0M | 0.59% | +215,369+7.6% | Added |
| Disciplined Growth Investors Inc | 2,736,972 | $272.5M | 5.18% | +2,736,972 | New |
| Invesco Ltd. | 2,471,790 | $246.1M | 0.05% | +425,391+20.8% | Added |
| UBS Asset Management Americas Inc | 2,400,585 | $239.0M | 0.06% | +1,943,509+425.2% | Added |
| Voya Investment Management LLC | 2,174,240 | $216.4M | 0.22% | +362,351+20.0% | Added |
| Glendon Capital Management LP | 2,143,739 | $213.3M | 12.87% | +19,679+0.9% | Added |
| Agf Management Ltd | 1,979,816 | $197.1M | 0.98% | +1,939,053+4,756.9% | Added |
| Northern Trust Corp | 1,959,848 | $195.1M | 0.03% | +1,131,207+136.5% | Added |
| Bank of America Corp | 1,922,756 | $191.4M | 0.02% | +911,215+90.1% | Added |
| Citadel Advisors LLC | 1,861,390 | $185.3M | 0.17% | +261,121+16.3% | Added |
| Lord, Abbett & Co. LLC | 1,709,392 | $170.2M | 0.54% | −6,038−0.4% | Reduced |
| Morgan Stanley | 1,639,154 | $163.2M | 0.01% | +925,444+129.7% | Added |
| Charles Schwab Investment Management Inc | 1,477,117 | $147.0M | 0.03% | +595,820+67.6% | Added |
| Prudential Financial Inc | 1,409,744 | $140.3M | 0.19% | +380,878+37.0% | Added |
| Ameriprise Financial Inc | 1,356,111 | $135.3M | 0.03% | +70,014+5.4% | Added |
| EnCap Energy Capital Fund IX, L.P. | 1,193,382 | $118.8M | 100.00% | +1,193,382 | New |
| Slate Path Capital LP | 1,133,379 | $112.8M | 2.04% | +903,000+392.0% | Added |
| Castle Hook Partners LP | 1,105,468 | $110.0M | 2.34% | +1,105,468 | New |
| Vaughan Nelson Investment Management, L.P. | 1,077,782 | $107.3M | 1.00% | +1,077,782 | New |
| Millennium Management LLC | 1,046,014 | $104.1M | 0.09% | +1,020,634+4,021.4% | Added |
| Stephens Investment Management Group LLC | 1,027,564 | $102.3M | 1.37% | +1,027,564 | New |
| Encompass Capital Advisors LLC | 1,013,482 | $100.9M | 4.32% | +714,110+238.5% | Added |
| Nuveen Asset Management, LLC | 1,004,371 | $100.0M | 0.03% | +732,608+269.6% | Added |
| JPMorgan Chase & Co | 984,719 | $98.0M | 0.01% | −89,337−8.3% | Reduced |
| Kopernik Global Investors, LLC | 919,945 | $91.6M | 9.79% | +919,945 | New |
| Sagefield Capital LP | 827,610 | $82.4M | 8.94% | +539,656+187.4% | Added |
| Ceredex Value Advisors LLC | 819,274 | $81.6M | 1.65% | −354,736−30.2% | Reduced |
| Amundi | 777,846 | $80.1M | 0.03% | +313,088+67.4% | Added |
| Goldman Sachs Group Inc | 799,454 | $79.6M | 0.02% | +480,209+150.4% | Added |
| Spears Abacus Advisors LLC | 762,266 | $75.9M | 1.56% | +73,073+10.6% | Added |
| UBS Group AG | 760,799 | $75.7M | 0.02% | +557,405+274.1% | Added |
| Principal Financial Group Inc | 672,068 | $66.9M | 0.04% | +192,656+40.2% | Added |
| Legal & General Group Plc | 665,293 | $66.2M | 0.02% | +138,629+26.3% | Added |
| Janus Henderson Group PLC | 662,381 | $65.9M | 0.03% | +48,279+7.9% | Added |
| Encap Energy Capital Fund VIII, L.P. | 643,621 | $64.1M | 37.68% | +643,621 | New |
| Rhumbline Advisers | 614,703 | $61.2M | 0.05% | +614,703 | New |
| Swiss National Bank | 576,956 | $57.4M | 0.04% | +196,556+51.7% | Added |
| Primecap Management Co | 574,518 | $57.2M | 0.04% | +574,518 | New |
| Neuberger Berman Group LLC | 538,564 | $53.6M | 0.04% | +264,814+96.7% | Added |
| Macquarie Group Ltd | 529,677 | $52.7M | 0.06% | +62,433+13.4% | Added |
| Waratah Capital Advisors Ltd. | 517,195 | $51.5M | 2.88% | −146,063−22.0% | Reduced |
| Raymond James Financial Inc | 503,109 | $50.1M | 0.02% | +503,109 | New |
| Merewether Investment Management, LP | 499,891 | $49.8M | 1.99% | +499,891 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 476,120 | $47.4M | 0.03% | +271,225+132.4% | Added |
| Sourcerock Group LLC | 467,571 | $46.5M | 3.31% | +132,514+39.5% | Added |
| Natixis Advisors, L.P. | 464,963 | $46.3M | 0.09% | +464,963 | New |
| Retirement Systems of Alabama | 457,436 | $45.5M | 0.17% | +151,488+49.5% | Added |
| Clearbridge Investments, LLC | 439,314 | $43.7M | 0.04% | −244−0.1% | Reduced |
| Deprince Race & Zollo Inc | 436,176 | $43.4M | 0.86% | −115,009−20.9% | Reduced |
| EnCap Partners GP, LLC | 435,857 | $43.4M | 11.26% | +435,857 | New |
| Barclays PLC | 427,405 | $42.5M | 0.02% | +186,709+77.6% | Added |
| Canoe Financial LP | 427,600 | $42.5M | 0.69% | +300,500+236.4% | Added |
| Ninepoint Partners LP | 400,000 | $39.8M | 6.33% | +400,000 | New |
| Clough Capital Partners L P | 394,728 | $39.3M | 4.50% | +246,204+165.8% | Added |
| California Public Employees Retirement System | 392,209 | $39.0M | 0.03% | +144,125+58.1% | Added |
| Mercuria Capital Strategies, LLC | 388,042 | $38.6M | 14.49% | +388,042 | New |
| Schwartz Investment Counsel Inc | 382,720 | $38.1M | 1.37% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 380,851 | $37.9M | 0.01% | +222,761+140.9% | Added |
| TD Asset Management Inc | 367,799 | $36.6M | 0.03% | +94,399+34.5% | Added |
| CBOE Vest Financial, LLC | 367,303 | $36.6M | 0.65% | +5,557+1.5% | Added |
| Deutsche Bank AG | 362,981 | $36.1M | 0.01% | +172,435+90.5% | Added |
| Two Creeks Capital Management, LP | 347,105 | $34.6M | 2.11% | +347,105 | New |
| Capital World Investors | 326,367 | $32.5M | 0.00% | −367,444−53.0% | Reduced |
| Van Eck Associates Corp | 319,481 | $31.8M | 0.04% | +117,561+58.2% | Added |
| National Pension Service | 317,200 | $31.6M | 0.03% | +317,200 | New |
| Marshall Wace, LLP | 300,324 | $29.9M | 0.04% | +202,323+206.4% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 295,000 | $29.4M | 0.45% | +130,000+78.8% | Added |
| Levin Capital Strategies, L.P. | 294,917 | $29.4M | 2.80% | −30,905−9.5% | Reduced |
| Wells Fargo & Company | 288,223 | $28.7M | 0.01% | +184,606+178.2% | Added |
| Holocene Advisors, LP | 280,308 | $27.9M | 0.09% | +280,308 | New |
| Mackenzie Financial Corp | 276,295 | $27.5M | 0.04% | +163,494+144.9% | Added |
| California State Teachers Retirement System | 244,956 | $24.4M | 0.03% | +78,008+46.7% | Added |
| Teachers Retirement System of the State of Kentucky | 241,764 | $24.1M | 0.21% | +158,241+189.5% | Added |
| Corebridge Financial, Inc. | 238,038 | $23.7M | 0.13% | +105,939+80.2% | Added |
| Patient Capital Management, LLC | 236,911 | $23.6M | 1.09% | +227+0.1% | Added |
| Jennison Associates LLC | 234,452 | $23.3M | 0.01% | +36,740+18.6% | Added |
| Tocqueville Asset Management L.P. | 230,805 | $23.0M | 0.36% | +230,805 | New |
| State of Wisconsin Investment Board | 221,884 | $22.1M | 0.06% | +75,308+51.4% | Added |
| Russell Investments Group, Ltd. | 218,701 | $21.8M | 0.03% | +145,226+197.7% | Added |
| HITE Hedge Asset Management LLC | 207,337 | $20.6M | 1.51% | +207,337 | New |
| Manufacturers Life Insurance Company, The | 206,934 | $20.6M | 0.02% | +85,900+71.0% | Added |
| Wedge Capital Management L L P | 200,147 | $19.9M | 0.36% | −118,211−37.1% | Reduced |
| State Board of Administration of Florida Retirement System | 198,688 | $19.8M | 0.04% | +84,207+73.6% | Added |