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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.

Institutional holdersQ4 2024: 641 institutions
Q1 2021: 118 institutionsQ2 2021: 170 institutionsQ3 2021: 209 institutionsQ4 2021: 268 institutionsQ1 2022: 345 institutionsQ2 2022: 386 institutionsQ3 2022: 436 institutionsQ4 2022: 491 institutionsQ1 2023: 459 institutionsQ2 2023: 457 institutionsQ3 2023: 479 institutionsQ4 2023: 467 institutionsQ1 2024: 495 institutionsQ2 2024: 470 institutionsQ3 2024: 467 institutionsQ4 2024: 641 institutionsQ1 2025: 737 institutionsQ2 2025: 812 institutionsQ3 2025: 764 institutionsQ4 2025: 871 institutionsQ1 2026: 899 institutionsQ2 2026: 853 institutions
Value heldQ4 2024: $22.6B
Q1 2021: $4.08BQ2 2021: $5.64BQ3 2021: $6.79BQ4 2021: $8.47BQ1 2022: $12.1BQ2 2022: $10.8BQ3 2022: $12.3BQ4 2022: $12.3BQ1 2023: $9.73BQ2 2023: $10.9BQ3 2023: $11.8BQ4 2023: $10.2BQ1 2024: $12.6BQ2 2024: $11.8BQ3 2024: $12.9BQ4 2024: $22.6BQ1 2025: $24.7BQ2 2025: $25.2BQ3 2025: $23.7BQ4 2025: $24.6BQ1 2026: $24.0BQ2 2026: $20.0B
Institutions holding EXE and their total value by quarter
QuarterHoldersValue
Q2 2026853$20.0B
Q1 2026899$24.0B
Q4 2025871$24.6B
Q3 2025764$23.7B
Q2 2025812$25.2B
Q1 2025737$24.7B
Q4 2024641$22.6B
Q3 2024467$12.9B
Q2 2024470$11.8B
Q1 2024495$12.6B
Q4 2023467$10.2B
Q3 2023479$11.8B
Q2 2023457$10.9B
Q1 2023459$9.73B
Q4 2022491$12.3B
Q3 2022436$12.3B
Q2 2022386$10.8B
Q1 2022345$12.1B
Q4 2021268$8.47B
Q3 2021209$6.79B
Q2 2021170$5.64B
Q1 2021118$4.08B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2024.

Institutions holding EXE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.4$00.00%−3−42.9%Reduced
Canada Pension Plan Investment Board1$1000.00%+1New
Mather Group, LLC.2$1990.00%00.0%Unchanged
Transce3nd, LLC2$1990.00%+2New
Godsey & Gibb Associates3$2990.00%+3New
Whipplewood Advisors, LLC3$2990.00%+3New
Activest Wealth Management4$3980.00%+4New
WPG Advisers, LLC4$3980.00%+4New
Valued Wealth Advisors LLC4$4010.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$4980.00%+5New
Parkworth Wealth Management, Inc.5$4980.00%+5New
WealthTrak Capital Management LLC5$4980.00%+5New
Cornerstone Planning Group LLC5$5070.00%+5New
Cullen/Frost Bankers, Inc.7$6970.00%−293−97.7%Reduced
Talon Private Wealth, LLC8$7960.00%+8New
MV Capital Management, Inc.8$7970.00%+3+60.0%Added
True Wealth Design, LLC9$8960.00%+1+12.5%Added
Riverview Trust Co9$8960.00%+9New
Avion Wealth14$1.00K0.00%+14New
CoreCap Advisors, LLC11$1.09K0.00%−5−31.3%Reduced
Principia Wealth Advisory, LLC11$1.09K0.00%+11New
NBC Securities, Inc.11$1.15K0.10%−14,765−99.9%Reduced
Sierra Ocean, LLC12$1.20K0.00%+12New
Rothschild Investment LLC13$1.29K0.00%+2+18.2%Added
Global Financial Private Client, LLC13$1.29K0.00%+13New
HHM Wealth Advisors, LLC13$1.29K0.00%+13New
Quent Capital, LLC14$1.39K0.00%+14New
Cassady Schiller Wealth Management, LLC18$1.79K0.00%+18New
Dunhill Financial, LLC18$1.81K0.00%+18New
NewSquare Capital LLC19$1.89K0.00%+19New
Tortoise Investment Management, LLC21$2.09K0.00%+21New
Olistico Wealth, LLC24$2.39K0.00%00.0%Unchanged
LMR Partners LLP25$2.49K0.00%−11,843−99.8%Reduced
Rakuten Securities, Inc.25$2.49K0.00%+25New
Asset Planning,Inc26$2.56K0.00%+26New
Venturi Wealth Management, LLC26$2.59K0.00%+26New
Spire Wealth Management28$2.79K0.00%−197−87.6%Reduced
AdvisorNet Financial, Inc31$3.09K0.00%−81−72.3%Reduced
Stonebridge Financial Group, LLC32$3.17K0.00%+32New
Prestige Wealth Management Group LLC32$3.19K0.00%+32New
WR Wealth Planners, LLC33$3.29K0.00%+33New
Putney Financial Group LLC33$3.29K0.00%+33New
SJS Investment Consulting Inc.34$3.38K0.00%+14+70.0%Added
Assetmark, Inc34$3.38K0.00%+34New
Oarsman Capital, Inc.40$3.98K0.00%+40New
Armstrong Advisory Group, Inc43$4.28K0.00%+43New
Bruce G. Allen Investments, LLC47$4.68K0.00%+25+113.6%Added
Tradewinds Capital Management, LLC51$5.12K0.00%00.0%Unchanged
Johnson Financial Group, Inc.52$5.28K0.00%+52New
Painted Porch Advisors LLC56$5.58K0.00%+56New
WealthCollab, LLC58$5.77K0.00%+58New
Atlas Capital Advisors LLC58$5.82K0.00%+58New
Annis Gardner Whiting Capital Advisors, LLC67$6.67K0.00%+67New
North Star Investment Management Corp.69$6.87K0.00%+69New
First United Bank Trust73$7.27K0.00%+13+21.7%Added
Tanglewood Legacy Advisors, LLC74$7.37K0.00%00.0%Unchanged
LGT Financial Advisors LLC80$7.96K0.02%+80New
Farmers & Merchants Investments Inc82$8.16K0.00%+40+95.2%Added
TFC Financial Management83$8.26K0.00%+82+8,200.0%Added
Peoples Financial Services Corp.86$8.56K0.00%+86New
Costello Asset Management, INC86$8.56K0.01%+86New
Amitell Capital Pte Ltd87$8.66K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group105$10.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.110$11.0K0.00%+10+10.0%Added
Colonial Trust Advisors113$11.2K0.00%+58+105.5%Added
Millstone Evans Group, LLC113$11.2K0.01%+113New
GHP Investment Advisors, Inc.126$12.5K0.00%+126New
Peregrine Capital Management LLC129$12.8K0.00%+129New
Capital Advisors, Ltd. LLC127$13.0K0.00%+127New
JFS Wealth Advisors, LLC135$13.4K0.00%+49+57.0%Added
Harbour Investments, Inc.140$13.9K0.00%+50+55.6%Added
Versant Capital Management, Inc143$14.2K0.00%+115+410.7%Added
Indiana Trust & Investment Management CO150$14.9K0.01%00.0%Unchanged
Private Wealth Management Group, LLC150$14.9K0.01%+108+257.1%Added
Aventura Private Wealth, LLC154$15.3K0.01%+154New
Private Trust Co NA160$15.9K0.00%+34+27.0%Added
Hemington Wealth Management166$16.0K0.00%+67+67.7%Added
Anchor Investment Management, LLC165$16.4K0.00%+44+36.4%Added
Bell Investment Advisors, Inc166$16.5K0.00%+137+472.4%Added
CBIZ Investment Advisory Services, LLC173$17.2K0.00%+173New
Interchange Capital Partners, LLC178$17.7K0.01%+178New
TCTC Holdings, LLC180$17.9K0.00%+180New
GW&K Investment Management, LLC180$18.0K0.00%+180New
Covestor Ltd195$19.0K0.01%−216−52.6%Reduced
Bangor Savings Bank200$19.9K0.00%00.0%Unchanged
Founders Capital Management200$19.9K0.01%+200New
Red Tortoise LLC202$20.1K0.01%+202New
Hexagon Capital Partners LLC212$21.1K0.00%+139+190.4%Added
Lee Danner & Bass Inc215$21.4K0.00%+215New
Criterion Capital Advisors, LLC280$23.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.234$23.3K0.00%+156+200.0%Added
Pinney & Scofield, Inc.260$25.9K0.02%+260New
Princeton Global Asset Management LLC275$27.4K0.01%00.0%Unchanged
MAI Capital Management281$27.9K0.00%+281New
Proequities, Inc.262$28.0K0.00%+19+7.8%Added
First Horizon Advisors, Inc.282$28.1K0.00%−22−7.2%Reduced
Deseret Mutual Benefit Administrators284$28.3K0.01%+64+29.1%Added
Investors Research Corp284$28.3K0.01%+284New
Rise Advisors, LLC286$28.5K0.01%+286New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main287$28.6K0.00%+38+15.3%Added