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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.

Q4 2024 vs. Q3 2024

How the institutions holding Expand Energy Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of EXE: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders46710641+184
Shares156.2M327.7K227.2M+71.3M (+45.7%)
Value$12.9B$26.9M$22.6B+$9.78B (+76.2%)

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (230)

Institutions that held Expand Energy Corp at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 230 by value.

Institutions new to EXE in Q4 2024
InstitutionSharesValue% of portfolio
Disciplined Growth Investors Inc2,736,972$272.5M5.18%
EnCap Energy Capital Fund IX, L.P.1,193,382$118.8M100.00%
Castle Hook Partners LP1,105,468$110.0M2.34%
Vaughan Nelson Investment Management, L.P.1,077,782$107.3M1.00%
Stephens Investment Management Group LLC1,027,564$102.3M1.37%
Kopernik Global Investors, LLC919,945$91.6M9.79%
Encap Energy Capital Fund VIII, L.P.643,621$64.1M37.68%
Rhumbline Advisers614,703$61.2M0.05%
Primecap Management Co574,518$57.2M0.04%
Raymond James Financial Inc503,109$50.1M0.02%
Merewether Investment Management, LP499,891$49.8M1.99%
Natixis Advisors, L.P.464,963$46.3M0.09%
EnCap Partners GP, LLC435,857$43.4M11.26%
Ninepoint Partners LP400,000$39.8M6.33%
Mercuria Capital Strategies, LLC388,042$38.6M14.49%
Two Creeks Capital Management, LP347,105$34.6M2.11%
National Pension Service317,200$31.6M0.03%
Holocene Advisors, LP280,308$27.9M0.09%
Tocqueville Asset Management L.P.230,805$23.0M0.36%
HITE Hedge Asset Management LLC207,337$20.6M1.51%
Pennant Investors, LP180,000$17.9M5.32%
Hancock Prospecting Pty Ltd171,804$17.1M1.29%
STRS Ohio160,180$15.9M0.06%
Goodlander Investment Management, LLC160,000$15.9M11.72%
Great Lakes Advisors, LLC158,863$15.8M0.14%
Susquehanna Fundamental Investments, LLC156,587$15.6M0.26%
ExodusPoint Capital Management, LP124,925$12.4M0.13%
River Road Asset Management, LLC92,101$9.17M0.12%
Pennant Select, LLC84,000$8.36M6.41%
Police & Firemen's Retirement System of New Jersey83,323$8.29M0.08%
Cohen & Steers, Inc.82,800$8.24M0.02%
Lonestar Capital Management LLC80,581$8.02M6.71%
Pinnbrook Capital Management LP79,825$7.95M2.79%
BNP Paribas Arbitrage, SA77,698$7.73M0.01%
Summit Financial, LLC69,116$6.88M0.24%
GF Fund Management Co. Ltd.63,144$6.29M0.14%
L & S Advisors Inc62,369$6.21M0.68%
KLP Kapitalforvaltning AS55,932$5.57M0.03%
Energy Income Partners, LLC52,150$5.19M0.11%
Hood River Capital Management LLC50,964$5.07M0.07%
Woodstock Corp50,721$5.05M0.49%
Group One Trading, L.P.49,528$4.93M0.17%
BW Gestao de Investimentos Ltda.45,332$4.51M0.21%
Cinctive Capital Management LP44,876$4.47M0.24%
Lighthouse Investment Partners, LLC37,500$3.73M0.14%
Menlo Advisors LLC37,101$3.69M1.88%
Alaska Permanent Fund Corp33,432$3.33M0.05%
Captrust Financial Advisors28,402$2.83M0.01%
Schonfeld Strategic Advisors LLC27,405$2.73M0.02%
Fieldview Capital Management, LLC26,601$2.65M0.41%
FORA Capital, LLC25,272$2.52M0.29%
Gradient Investments LLC22,659$2.26M0.05%
Graham Capital Management, L.P.22,499$2.24M0.07%
Sig Brokerage, LP19,964$1.99M0.93%
iA Global Asset Management Inc.19,000$1.89M0.03%
Orca Wealth Management, LLC18,960$1.89M1.70%
AlphaCore Capital LLC18,429$1.83M0.40%
Merit Financial Group, LLC17,720$1.76M0.03%
Elo Mutual Pension Insurance Co17,577$1.75M0.04%
Centiva Capital, LP17,146$1.71M0.06%
APG Asset Management N.V.16,507$1.59M0.00%
Mfg Wealth Management, Inc.15,356$1.53M1.40%
Arkadios Wealth Advisors15,260$1.52M0.08%
JustInvest LLC14,935$1.49M0.02%
Miracle Mile Advisors, LLC14,865$1.48M0.03%
TCW Group Inc14,358$1.43M0.01%
First American Bank14,290$1.42M0.10%
Sterling Capital Management LLC13,707$1.36M0.02%
United Services Automobile Association13,523$1.35M0.04%
WSFS Capital Management, LLC13,446$1.34M0.07%
GTS Securities LLC12,843$1.28M0.06%
Union Bancaire Privee, UBP SA13,692$1.26M0.02%
Marathon Capital Management12,606$1.25M0.31%
Arosa Capital Management LP12,000$1.19M0.79%
Ingalls & Snyder LLC11,357$1.13M0.04%
Erste Asset Management GmbH11,300$1.09M0.01%
Two Sigma Securities, LLC10,828$1.08M0.20%
Moran Wealth Management, LLC10,733$1.07M0.03%
Pitcairn Co10,526$1.05M0.06%
McIntyre Freedman & Flynn Investment Advisers Inc10,470$1.04M0.78%
Mariner Investment Group LLC10,000$995.5K0.20%
Squarepoint Ops LLC9,958$991.3K0.00%
Prudential PLC9,750$970.6K0.00%
CI Private Wealth, LLC9,658$961.5K0.00%
Quinn Opportunity Partners LLC9,149$910.8K0.07%
Southport Management, L.L.C.8,670$863.1K3.13%
Cidel Asset Management Inc7,881$784.6K0.05%
Catalyst Funds Management Pty Ltd7,601$756.7K0.19%
We Are One Seven, LLC7,291$725.8K0.03%
Envestnet Portfolio Solutions, Inc.7,250$721.8K0.00%
Fox Run Management, L.L.C.7,232$719.9K0.13%
Recurrent Investment Advisors LLC6,797$676.6K0.06%
Shell Asset Management Co6,205$618.0K0.03%
Allstate Corp6,133$610.5K0.02%
Oak Grove Capital LLC5,743$571.7K0.11%
E Fund Management Co., Ltd.5,707$568.1K0.03%
Aptus Capital Advisors, LLC5,468$544.3K0.01%
Sanders Morris Harris LLC5,555$536.7K0.08%
Evercore Wealth Management, LLC5,035$501.2K0.01%
Clayton Partners LLC5,000$497.8K0.34%

Sold out (46)

Institutions that held Expand Energy Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of EXE in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Asia Research & Capital Management Ltd1,758,117$144.6M
Ibex Wealth Advisors167,846$29.0M
Two Sigma Investments, LP340,479$28.0M
Sasco Capital Inc262,210$21.6M
ING Groep NV196,184$16.1M
Invenomic Capital Management LP154,893$12.7M
BancorpSouth Bank87,745$7.22M
Jump Financial, LLC71,650$5.89M
Boussard & Gavaudan Investment Management LLP67,623$5.62M
Lloyd Harbor Capital Management, LLC56,000$4.61M
Paragon Associates & Paragon Associates II Joint Venture50,000$4.11M
Pinnacle Associates Ltd52,363$4.03M
Quest Partners LLC47,665$3.92M
Brandywine Global Investment Management, LLC40,176$3.48M
Public Sector Pension Investment Board26,650$2.19M
Brevan Howard Capital Management LP25,925$2.13M
XTX Topco Ltd25,349$2.08M
Bridgeway Capital Management, LLC25,230$2.08M
Simplex Trading, LLC18,233$1.50M
Weiss Asset Management LP16,647$1.37M
Byrne Asset Management LLC15,224$1.25M
D. E. Shaw & Co., Inc.8,749$719.6K
nVerses Capital, LLC7,100$584.0K
LaSalle St. Investment Advisors, LLC6,281$516.0K
Asahi Life Asset Management Co., Ltd.4,330$356.1K
BTG Pactual Asset Management US LLC4,213$346.5K
Investment Management Corp of Ontario3,728$306.6K
Nwam LLC3,655$300.6K
Hardy Reed LLC3,479$286.1K
Atria Investments LLC3,092$254.4K
Atria Wealth Solutions, Inc.2,800$230.3K
IHT Wealth Management, LLC2,747$224.8K
ELCO Management Co., LLC2,500$205.6K
Barnett & Company, Inc.2,468$203.0K
Uncommon Cents Investing LLC1,805$148.5K
Stone House Investment Management, LLC844$69.4K
Gladius Capital Management LP376$30.9K
Reuter James Wealth Management, LLC161$13.3K
Motco100$8.22K
Hilltop National Bank100$8.22K
Jaffetilchin Investment Partners, LLC46$3.78K
Sachetta, LLC27$2.22K
Capital Analysts, LLC20$2.00K
Golden State Equity Partners19$1.56K
Capital Performance Advisors LLP6$494
Ashton Thomas Securities, LLC2$165

Not filed for Q4 2024 yet (10)

Institutions that held Expand Energy Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EXE in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Chartwell Investment Partners, LLC245,916$20.2M
Raymond James & Associates35,490$2.92M
PEAK6 Investments LLC17,896$1.47M
SpiderRock Advisors, LLC16,056$1.32M
Raymond James Trust N.A.4,412$362.9K
Raymond James Financial Services Advisors, Inc.3,199$263.2K
B. Metzler seel. Sohn & Co. Holding AG2,566$211.1K
Rakuten Investment Management, Inc.2,038$168.3K
FinTrust Capital Advisors, LLC44$3.62K
Naples Money Management LLC35$2.88K