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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 984,719 | $98.0M | 0.01% | −89,337−8.3% | Reduced |
| Nuveen Asset Management, LLC | 1,004,371 | $100.0M | 0.03% | +732,608+269.6% | Added |
| Encompass Capital Advisors LLC | 1,013,482 | $100.9M | 4.32% | +714,110+238.5% | Added |
| Stephens Investment Management Group LLC | 1,027,564 | $102.3M | 1.37% | +1,027,564 | New |
| Millennium Management LLC | 1,046,014 | $104.1M | 0.09% | +1,020,634+4,021.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,077,782 | $107.3M | 1.00% | +1,077,782 | New |
| Castle Hook Partners LP | 1,105,468 | $110.0M | 2.34% | +1,105,468 | New |
| Slate Path Capital LP | 1,133,379 | $112.8M | 2.04% | +903,000+392.0% | Added |
| EnCap Energy Capital Fund IX, L.P. | 1,193,382 | $118.8M | 100.00% | +1,193,382 | New |
| Ameriprise Financial Inc | 1,356,111 | $135.3M | 0.03% | +70,014+5.4% | Added |
| Prudential Financial Inc | 1,409,744 | $140.3M | 0.19% | +380,878+37.0% | Added |
| Charles Schwab Investment Management Inc | 1,477,117 | $147.0M | 0.03% | +595,820+67.6% | Added |
| Morgan Stanley | 1,639,154 | $163.2M | 0.01% | +925,444+129.7% | Added |
| Lord, Abbett & Co. LLC | 1,709,392 | $170.2M | 0.54% | −6,038−0.4% | Reduced |
| Citadel Advisors LLC | 1,861,390 | $185.3M | 0.17% | +261,121+16.3% | Added |
| Bank of America Corp | 1,922,756 | $191.4M | 0.02% | +911,215+90.1% | Added |
| Northern Trust Corp | 1,959,848 | $195.1M | 0.03% | +1,131,207+136.5% | Added |
| Agf Management Ltd | 1,979,816 | $197.1M | 0.98% | +1,939,053+4,756.9% | Added |
| Glendon Capital Management LP | 2,143,739 | $213.3M | 12.87% | +19,679+0.9% | Added |
| Voya Investment Management LLC | 2,174,240 | $216.4M | 0.22% | +362,351+20.0% | Added |
| UBS Asset Management Americas Inc | 2,400,585 | $239.0M | 0.06% | +1,943,509+425.2% | Added |
| Invesco Ltd. | 2,471,790 | $246.1M | 0.05% | +425,391+20.8% | Added |
| Disciplined Growth Investors Inc | 2,736,972 | $272.5M | 5.18% | +2,736,972 | New |
| Thrivent Financial for Lutherans | 3,053,982 | $304.0M | 0.59% | +215,369+7.6% | Added |
| Bank of New York Mellon Corp | 3,187,850 | $317.4M | 0.06% | +742,089+30.3% | Added |
| Massachusetts Financial Services Co | 3,745,378 | $372.9M | 0.12% | +1,2110.0% | Added |
| First Trust Advisors LP | 3,973,705 | $395.6M | 0.35% | −391,393−9.0% | Reduced |
| 1832 Asset Management L.P. | 4,014,141 | $399.6M | 0.71% | +8,910+0.2% | Added |
| Geode Capital Management, LLC | 4,187,558 | $416.3M | 0.03% | +1,665,819+66.1% | Added |
| Wellington Management Group LLP | 5,123,518 | $510.0M | 0.09% | −335,547−6.1% | Reduced |
| FMR LLC | 5,348,857 | $532.5M | 0.03% | +3,756,854+236.0% | Added |
| Kimmeridge Energy Management Company, LLC | 6,321,761 | $629.3M | 41.38% | +1,668,982+35.9% | Added |
| Dimensional Fund Advisors LP | 6,509,596 | $648.0M | 0.16% | +3,187,331+95.9% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,937,364 | $690.6M | 13.12% | +66,480+1.0% | Added |
| State Street Corp | 7,869,760 | $783.4M | 0.03% | +2,581,676+48.8% | Added |
| Blackstone Group Inc. | 10,320,090 | $1.03B | 4.86% | −2,366,909−18.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 10,363,951 | $1.03B | 0.64% | +130,711+1.3% | Added |
| Capital Research Global Investors | 10,375,292 | $1.03B | 0.21% | +8,572,292+475.4% | Added |
| Price T Rowe Associates Inc | 14,106,073 | $1.40B | 0.16% | −96,965−0.7% | Reduced |
| Vanguard Group Inc | 22,836,157 | $2.27B | 0.04% | +10,049,394+78.6% | Added |
| BlackRock, Inc. | 23,206,317 | $2.31B | 0.05% | +10,619,325+84.4% | Added |
| Asia Research & Capital Management Ltd | 0 | $0 | 0.00% | −1,758,117−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −167,846−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −340,479−100.0% | Sold out |
| Sasco Capital Inc | 0 | $0 | 0.00% | −262,210−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −196,184−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −154,893−100.0% | Sold out |
| BancorpSouth Bank | 0 | $0 | 0.00% | −87,745−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −71,650−100.0% | Sold out |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −67,623−100.0% | Sold out |
| Lloyd Harbor Capital Management, LLC | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| Paragon Associates & Paragon Associates II Joint Venture | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −52,363−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −47,665−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −40,176−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −26,650−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −25,925−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,349−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −25,230−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −18,233−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −16,647−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −15,224−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,749−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| LaSalle St. Investment Advisors, LLC | 0 | $0 | 0.00% | −6,281−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,330−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −4,213−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −3,728−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −3,655−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −2,747−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −2,468−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −1,805−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Naples Money Management LLC | – | – | – | – | Not filed |