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.
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 | 854 | $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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 2,900 | $289.0K | 0.01% | −1,632−36.0% | Reduced |
| Stratos Wealth Partners, LTD. | 2,911 | $289.8K | 0.00% | −81−2.7% | Reduced |
| First Citizens Bank & Trust Co | 3,021 | $300.7K | 0.01% | +163+5.7% | Added |
| NJ State Employees Deferred Compensation Plan | 3,034 | $302.0K | 0.04% | +3,034 | New |
| Wealthcare Advisory Partners LLC | 3,053 | $303.9K | 0.01% | +3,053 | New |
| Farther Finance Advisors, LLC | 3,071 | $305.8K | 0.01% | +1,065+53.1% | Added |
| Oak Harvest Investment Services | 3,074 | $306.1K | 0.04% | +3,074 | New |
| SG Americas Securities, LLC | 3,084 | $307.0K | 0.00% | −40,424−92.9% | Reduced |
| Dark Forest Capital Management LP | 3,088 | $307.4K | 0.05% | +3,088 | New |
| Icon Wealth Advisors, LLC | 3,120 | $310.6K | 0.03% | +3,120 | New |
| Kovitz Investment Group Partners, LLC | 3,137 | $312.2K | 0.00% | +637+25.5% | Added |
| CWM Advisors, LLC | 3,142 | $312.8K | 0.04% | −5,266−62.6% | Reduced |
| Sage Rhino Capital LLC | 3,307 | $329.2K | 0.07% | +3,307 | New |
| Hohimer Wealth Management, LLC | 3,315 | $330.0K | 0.06% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,319 | $330.2K | 0.00% | +485+17.1% | Added |
| Bleakley Financial Group, LLC | 3,332 | $331.7K | 0.01% | +3,332 | New |
| Blair William & Co | 3,353 | $333.8K | 0.00% | +704+26.6% | Added |
| Bryn Mawr Trust Co | 3,360 | $334.5K | 0.01% | −7−0.2% | Reduced |
| Bank of Nova Scotia | 3,440 | $342.5K | 0.00% | +3,440 | New |
| Baldwin Investment Management, LLC | 3,468 | $345.2K | 0.04% | −147−4.1% | Reduced |
| Greenleaf Trust | 3,521 | $350.5K | 0.00% | +3,521 | New |
| Americana Partners, LLC | 3,524 | $350.8K | 0.01% | +3,524 | New |
| MML Investors Services, LLC | 3,622 | $361.0K | 0.00% | +1,147+46.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,719 | $371.9K | 0.00% | +3,719 | New |
| Truist Financial Corp | 3,752 | $373.5K | 0.00% | +852+29.4% | Added |
| Wolverine Trading, LLC | 3,872 | $386.6K | 0.01% | +3,872 | New |
| Citizens National Bank Trust Department | 3,885 | $386.8K | 0.08% | −165−4.1% | Reduced |
| UniSuper Management Pty Ltd | 3,900 | $388.2K | 0.00% | +900+30.0% | Added |
| Oak Thistle LLC | 3,911 | $389.3K | 0.12% | +3,911 | New |
| Oxbow Advisors, LLC | 3,917 | $389.9K | 0.05% | +3,917 | New |
| Apollon Wealth Management, LLC | 3,964 | $394.6K | 0.01% | +648+19.5% | Added |
| Thompson Siegel & Walmsley LLC | 3,967 | $395.0K | 0.01% | −55−1.4% | Reduced |
| Jupiter Asset Management Ltd | 3,974 | $395.6K | 0.00% | +3,974 | New |
| Mediolanum International Funds Ltd | 3,990 | $397.4K | 0.01% | +3,990 | New |
| Hennessy Advisors Inc | 4,000 | $398.2K | 0.01% | +4,000 | New |
| Doliver Advisors, LP | 4,013 | $399.5K | 0.11% | +4,013 | New |
| Forum Financial Management, LP | 4,026 | $400.8K | 0.01% | +1,376+51.9% | Added |
| Quantinno Capital Management LP | 4,100 | $408.2K | 0.00% | +4,100 | New |
| Ossiam | 4,107 | $408.9K | 0.01% | −250−5.7% | Reduced |
| GWM Advisors LLC | 4,345 | $432.5K | 0.00% | +4,091+1,610.6% | Added |
| Beacon Pointe Advisors, LLC | 4,493 | $447.3K | 0.00% | +200+4.7% | Added |
| Ausbil Investment Management Ltd | 4,500 | $450.0K | 0.27% | −5,000−52.6% | Reduced |
| Entropy Technologies, LP | 4,624 | $460.3K | 0.05% | +4,624 | New |
| Kestra Advisory Services, LLC | 4,686 | $466.5K | 0.00% | +4,686 | New |
| Evergreen Capital Management LLC | 4,691 | $467.0K | 0.02% | +4,691 | New |
| Pekin Hardy Strauss, Inc. | 4,788 | $476.6K | 0.06% | +4,788 | New |
| Profund Advisors LLC | 4,809 | $478.7K | 0.02% | −423−8.1% | Reduced |
| Hardin Capital Partners, LLC | 4,887 | $486.5K | 0.29% | −52−1.1% | Reduced |
| Intellectus Partners, LLC | 4,997 | $497.5K | 0.11% | +4,997 | New |
| Clayton Partners LLC | 5,000 | $497.8K | 0.34% | +5,000 | New |
| RSM US Wealth Management LLC | 5,000 | $499.1K | 0.01% | +1,086+27.7% | Added |
| Evercore Wealth Management, LLC | 5,035 | $501.2K | 0.01% | +5,035 | New |
| Guidance Capital, Inc | 4,845 | $513.5K | 0.16% | −453−8.6% | Reduced |
| Omers Administration Corp | 5,304 | $528.0K | 0.00% | +1,440+37.3% | Added |
| M&G Plc | 5,301 | $530.1K | 0.00% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 5,359 | $533.5K | 0.02% | +2,252+72.5% | Added |
| Sanders Morris Harris LLC | 5,555 | $536.7K | 0.08% | +5,555 | New |
| Aptus Capital Advisors, LLC | 5,468 | $544.3K | 0.01% | +5,468 | New |
| Verition Fund Management LLC | 5,700 | $567.4K | 0.00% | −288,232−98.1% | Reduced |
| E Fund Management Co., Ltd. | 5,707 | $568.1K | 0.03% | +5,707 | New |
| Wedmont Private Capital | 5,581 | $570.1K | 0.03% | +410+7.9% | Added |
| Oak Grove Capital LLC | 5,743 | $571.7K | 0.11% | +5,743 | New |
| DekaBank Deutsche Girozentrale | 6,122 | $582.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 6,008 | $598.1K | 0.00% | +2,935+95.5% | Added |
| Allstate Corp | 6,133 | $610.5K | 0.02% | +6,133 | New |
| Shell Asset Management Co | 6,205 | $618.0K | 0.03% | +6,205 | New |
| Advisor Group Holdings, Inc. | 6,232 | $620.6K | 0.00% | +3,124+100.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,240 | $621.0K | 0.01% | +1,560+33.3% | Added |
| CWA Asset Management Group, LLC | 6,510 | $648.1K | 0.03% | +1,800+38.2% | Added |
| X-Square Capital, LLC | 6,562 | $653.0K | 0.27% | +20.0% | Added |
| Jefferies Financial Group Inc. | 6,600 | $657.0K | 0.01% | −2,473−27.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,610 | $659.0K | 0.29% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 6,707 | $667.7K | 0.00% | −314,262−97.9% | Reduced |
| Recurrent Investment Advisors LLC | 6,797 | $676.6K | 0.06% | +6,797 | New |
| Advisory Services Network, LLC | 6,859 | $682.8K | 0.01% | +302+4.6% | Added |
| ISAM Funds (UK) Ltd | 7,042 | $701.0K | 0.52% | +242+3.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,138 | $710.6K | 0.03% | +2,138+42.8% | Added |
| Swiss Life Asset Management Ltd | 7,235 | $719.1K | 0.01% | +3,372+87.3% | Added |
| Fox Run Management, L.L.C. | 7,232 | $719.9K | 0.13% | +7,232 | New |
| Envestnet Portfolio Solutions, Inc. | 7,250 | $721.8K | 0.00% | +7,250 | New |
| Central Trust Co | 7,267 | $723.4K | 0.02% | −1,059−12.7% | Reduced |
| We Are One Seven, LLC | 7,291 | $725.8K | 0.03% | +7,291 | New |
| Avantax Advisory Services, Inc. | 7,362 | $732.9K | 0.00% | −2,350−24.2% | Reduced |
| Private Advisor Group, LLC | 7,490 | $745.6K | 0.00% | +540+7.8% | Added |
| Catalyst Funds Management Pty Ltd | 7,601 | $756.7K | 0.19% | +7,601 | New |
| M&T Bank Corp | 7,710 | $767.4K | 0.00% | +3,163+69.6% | Added |
| Shelton Capital Management | 7,793 | $775.8K | 0.02% | +3,389+77.0% | Added |
| O'Shaughnessy Asset Management, LLC | 7,829 | $779.4K | 0.01% | +4,520+136.6% | Added |
| Cidel Asset Management Inc | 7,881 | $784.6K | 0.05% | +7,881 | New |
| Mercer Global Advisors Inc | 7,921 | $788.5K | 0.00% | −782−9.0% | Reduced |
| Confluence Investment Management LLC | 7,971 | $793.5K | 0.01% | −190−2.3% | Reduced |
| Cerity Partners LLC | 8,470 | $799.6K | 0.00% | +3,803+81.5% | Added |
| SevenBridge Financial Group, LLC | 7,620 | $806.1K | 0.15% | −150−1.9% | Reduced |
| Southport Management, L.L.C. | 8,670 | $863.1K | 3.13% | +8,670 | New |
| Penn Capital Management Co Inc | 8,677 | $863.8K | 0.08% | −14,249−62.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,812 | $877.2K | 0.05% | +5,573+172.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,004 | $896.3K | 0.01% | +6,438+250.9% | Added |
| Spirit of America Management Corp | 9,050 | $900.9K | 0.18% | +1,300+16.8% | Added |
| Salem Investment Counselors Inc | 9,231 | $901.8K | 0.03% | +950+11.5% | Added |
| Quinn Opportunity Partners LLC | 9,149 | $910.8K | 0.07% | +9,149 | New |