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 |
|---|---|---|---|---|---|
| Brandes Investment Partners, LP | 23,724 | $2.36M | 0.03% | −37,318−61.1% | Reduced |
| State of Alaska, Department of Revenue | 23,969 | $2.39M | 0.03% | +4,504+23.1% | Added |
| Panagora Asset Management Inc | 25,047 | $2.49M | 0.01% | +8,145+48.2% | Added |
| FORA Capital, LLC | 25,272 | $2.52M | 0.29% | +25,272 | New |
| Commonwealth Equity Services, LLC | 26,187 | $2.61M | 0.00% | +10,680+68.9% | Added |
| Bokf, NA | 25,549 | $2.61M | 0.04% | +25,045+4,969.2% | Added |
| Boothbay Fund Management, LLC | 26,461 | $2.63M | 0.08% | +6,157+30.3% | Added |
| Toronto Dominion Bank | 26,467 | $2.63M | 0.01% | +1,029+4.0% | Added |
| Mariner, LLC | 26,526 | $2.64M | 0.00% | +18,997+252.3% | Added |
| First Dallas Securities Inc. | 26,547 | $2.64M | 1.08% | +1,845+7.5% | Added |
| Fieldview Capital Management, LLC | 26,601 | $2.65M | 0.41% | +26,601 | New |
| Schonfeld Strategic Advisors LLC | 27,405 | $2.73M | 0.02% | +27,405 | New |
| Keeley-Teton Advisors, LLC | 27,760 | $2.76M | 0.32% | −2,134−7.1% | Reduced |
| IFM Investors Pty Ltd | 27,822 | $2.77M | 0.03% | −1,194−4.1% | Reduced |
| Creative Planning | 28,092 | $2.80M | 0.00% | +6,368+29.3% | Added |
| Captrust Financial Advisors | 28,402 | $2.83M | 0.01% | +28,402 | New |
| Crestline Management, LP | 30,728 | $3.06M | 0.11% | +4,476+17.1% | Added |
| Pacer Advisors, Inc. | 30,926 | $3.08M | 0.01% | +14,618+89.6% | Added |
| Romano Brothers and Company | 31,850 | $3.17M | 0.40% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 32,378 | $3.22M | 0.65% | +2,429+8.1% | Added |
| Prospera Financial Services Inc | 32,395 | $3.22M | 0.08% | −1,528−4.5% | Reduced |
| Alaska Permanent Fund Corp | 33,432 | $3.33M | 0.05% | +33,432 | New |
| Bayesian Capital Management, LP | 34,129 | $3.40M | 0.42% | +31,429+1,164.0% | Added |
| Xponance, Inc. | 35,091 | $3.49M | 0.03% | +10,331+41.7% | Added |
| Cloverfields Capital Group, LP | 35,487 | $3.53M | 1.14% | +13,974+65.0% | Added |
| Hara Capital LLC | 35,664 | $3.55M | 2.25% | −6,324−15.1% | Reduced |
| Delphi Financial Group, Inc. | 36,720 | $3.66M | 1.93% | 00.0% | Unchanged |
| Menlo Advisors LLC | 37,101 | $3.69M | 1.88% | +37,101 | New |
| Lighthouse Investment Partners, LLC | 37,500 | $3.73M | 0.14% | +37,500 | New |
| Integrated Wealth Concepts LLC | 37,608 | $3.74M | 0.04% | −3,195−7.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 37,952 | $3.78M | 0.01% | +24,909+191.0% | Added |
| Utah Retirement Systems | 38,215 | $3.80M | 0.04% | +16,215+73.7% | Added |
| DnB Asset Management AS | 38,850 | $3.87M | 0.02% | +19,004+95.8% | Added |
| British Columbia Investment Management Corp | 39,104 | $3.89M | 0.02% | +5,384+16.0% | Added |
| apricus wealth, LLC | 39,410 | $3.92M | 2.55% | +1,935+5.2% | Added |
| Storebrand Asset Management AS | 40,972 | $4.08M | 0.01% | +14,225+53.2% | Added |
| Oregon Public Employees Retirement Fund | 42,819 | $4.26M | 0.08% | +18,084+73.1% | Added |
| New Mexico Educational Retirement Board | 43,250 | $4.31M | 0.14% | +21,450+98.4% | Added |
| Cinctive Capital Management LP | 44,876 | $4.47M | 0.24% | +44,876 | New |
| BW Gestao de Investimentos Ltda. | 45,332 | $4.51M | 0.21% | +45,332 | New |
| South Dakota Investment Council | 46,156 | $4.59M | 0.09% | −18,060−28.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,433 | $4.62M | 0.03% | +21,836+88.8% | Added |
| RR Advisors, LLC | 47,000 | $4.63M | 1.19% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 46,726 | $4.65M | 0.10% | +1,029+2.3% | Added |
| Nomura Holdings Inc | 47,838 | $4.76M | 0.03% | +42,141+739.7% | Added |
| US Bancorp | 47,854 | $4.76M | 0.01% | +42,867+859.6% | Added |
| SIR Capital Management, L.P. | 48,500 | $4.83M | 0.50% | −36,500−42.9% | Reduced |
| Glenorchy Capital Ltd | 49,294 | $4.91M | 3.52% | +22,376+83.1% | Added |
| Group One Trading, L.P. | 49,528 | $4.93M | 0.17% | +49,528 | New |
| West Family Investments, Inc. | 50,000 | $4.98M | 1.73% | 00.0% | Unchanged |
| Woodstock Corp | 50,721 | $5.05M | 0.49% | +50,721 | New |
| Hood River Capital Management LLC | 50,964 | $5.07M | 0.07% | +50,964 | New |
| AQR Capital Management LLC | 51,562 | $5.13M | 0.01% | +35,206+215.2% | Added |
| Interval Partners, LP | 51,634 | $5.14M | 0.13% | −59,898−53.7% | Reduced |
| Energy Income Partners, LLC | 52,150 | $5.19M | 0.11% | +52,150 | New |
| Gotham Asset Management, LLC | 52,273 | $5.20M | 0.05% | +13,405+34.5% | Added |
| Hiddenite Capital Partners LP | 52,500 | $5.23M | 3.59% | +40,000+320.0% | Added |
| Ameritas Investment Partners, Inc. | 53,811 | $5.36M | 0.17% | +19,218+55.6% | Added |
| KLP Kapitalforvaltning AS | 55,932 | $5.57M | 0.03% | +55,932 | New |
| Pinebridge Investments, L.P. | 56,407 | $5.62M | 0.04% | +39,089+225.7% | Added |
| Moore Capital Management, LP | 57,627 | $5.74M | 0.11% | +14,499+33.6% | Added |
| Ensign Peak Advisors, Inc | 58,106 | $5.78M | 0.01% | −148−0.3% | Reduced |
| Louisiana State Employees Retirement System | 58,404 | $5.81M | 0.11% | +27,504+89.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,245 | $5.90M | 0.02% | +36,536+160.9% | Added |
| Resona Asset Management Co.,Ltd. | 59,485 | $5.90M | 0.03% | +2,531+4.4% | Added |
| Arizona State Retirement System | 59,302 | $5.90M | 0.04% | +27,388+85.8% | Added |
| Nomura Asset Management Co Ltd | 60,338 | $6.01M | 0.02% | +28,070+87.0% | Added |
| LPL Financial LLC | 60,699 | $6.04M | 0.00% | +17,479+40.4% | Added |
| Nicholas Investment Partners, LP | 61,500 | $6.12M | 0.54% | 00.0% | Unchanged |
| Hartree Partners, LP | 61,938 | $6.17M | 2.30% | −284,158−82.1% | Reduced |
| L & S Advisors Inc | 62,369 | $6.21M | 0.68% | +62,369 | New |
| GF Fund Management Co. Ltd. | 63,144 | $6.29M | 0.14% | +63,144 | New |
| State of Michigan Retirement System | 64,906 | $6.46M | 0.03% | +33,606+107.4% | Added |
| Adams Natural Resources Fund, Inc. | 65,100 | $6.48M | 1.02% | +9,600+17.3% | Added |
| Summit Financial, LLC | 69,116 | $6.88M | 0.24% | +69,116 | New |
| Rafferty Asset Management, LLC | 69,705 | $6.94M | 0.02% | −12,855−15.6% | Reduced |
| Empowered Funds, LLC | 71,322 | $7.10M | 0.10% | −10,966−13.3% | Reduced |
| Asset Management One Co.,Ltd. | 74,343 | $7.18M | 0.02% | +34,818+88.1% | Added |
| Caxton Associates LP | 73,038 | $7.27M | 0.23% | +62,862+617.7% | Added |
| Concorde Financial Corp | 74,294 | $7.40M | 4.40% | +38+0.1% | Added |
| Wealth High Governance Capital Ltda | 74,668 | $7.43M | 2.67% | +24,668+49.3% | Added |
| OnyxPoint Global Management LP | 76,275 | $7.59M | 3.59% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 76,726 | $7.64M | 0.03% | +37,542+95.8% | Added |
| BNP Paribas Arbitrage, SA | 77,698 | $7.73M | 0.01% | +77,698 | New |
| Brigade Capital Management, LP | 78,386 | $7.80M | 15.03% | +1,266+1.6% | Added |
| Yousif Capital Management, LLC | 78,428 | $7.81M | 0.09% | +35,947+84.6% | Added |
| Pinnbrook Capital Management LP | 79,825 | $7.95M | 2.79% | +79,825 | New |
| SEI Investments Co | 80,347 | $8.00M | 0.01% | +54,569+211.7% | Added |
| Lonestar Capital Management LLC | 80,581 | $8.02M | 6.71% | +80,581 | New |
| Stifel Financial Corp | 81,949 | $8.16M | 0.01% | −11,216−12.0% | Reduced |
| Cohen & Steers, Inc. | 82,800 | $8.24M | 0.02% | +82,800 | New |
| Police & Firemen's Retirement System of New Jersey | 83,323 | $8.29M | 0.08% | +83,323 | New |
| Easterly Investment Partners LLC | 83,588 | $8.32M | 0.65% | −12,353−12.9% | Reduced |
| Pennant Select, LLC | 84,000 | $8.36M | 6.41% | +84,000 | New |
| King Luther Capital Management Corp | 84,717 | $8.43M | 0.04% | +81,467+2,506.7% | Added |
| Twin Tree Management, LP | 85,805 | $8.54M | 0.21% | +23,045+36.7% | Added |
| River Road Asset Management, LLC | 92,101 | $9.17M | 0.12% | +92,101 | New |
| State of Tennessee, Treasury Department | 92,659 | $9.22M | 0.03% | +35,255+61.4% | Added |
| Comerica Bank | 93,228 | $9.28M | 0.04% | +16,131+20.9% | Added |
| Pictet Asset Management Holding SA | 94,309 | $9.39M | 0.01% | +6,381+7.3% | Added |