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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 46,156 | $4.59M | 0.09% | −18,060−28.1% | Reduced |
| BW Gestao de Investimentos Ltda. | 45,332 | $4.51M | 0.21% | +45,332 | New |
| Cinctive Capital Management LP | 44,876 | $4.47M | 0.24% | +44,876 | New |
| New Mexico Educational Retirement Board | 43,250 | $4.31M | 0.14% | +21,450+98.4% | Added |
| Oregon Public Employees Retirement Fund | 42,819 | $4.26M | 0.08% | +18,084+73.1% | Added |
| Storebrand Asset Management AS | 40,972 | $4.08M | 0.01% | +14,225+53.2% | Added |
| apricus wealth, LLC | 39,410 | $3.92M | 2.55% | +1,935+5.2% | Added |
| British Columbia Investment Management Corp | 39,104 | $3.89M | 0.02% | +5,384+16.0% | Added |
| DnB Asset Management AS | 38,850 | $3.87M | 0.02% | +19,004+95.8% | Added |
| Utah Retirement Systems | 38,215 | $3.80M | 0.04% | +16,215+73.7% | Added |
| Robeco Institutional Asset Management B.V. | 37,952 | $3.78M | 0.01% | +24,909+191.0% | Added |
| Integrated Wealth Concepts LLC | 37,608 | $3.74M | 0.04% | −3,195−7.8% | Reduced |
| Lighthouse Investment Partners, LLC | 37,500 | $3.73M | 0.14% | +37,500 | New |
| Menlo Advisors LLC | 37,101 | $3.69M | 1.88% | +37,101 | New |
| Delphi Financial Group, Inc. | 36,720 | $3.66M | 1.93% | 00.0% | Unchanged |
| Hara Capital LLC | 35,664 | $3.55M | 2.25% | −6,324−15.1% | Reduced |
| Cloverfields Capital Group, LP | 35,487 | $3.53M | 1.14% | +13,974+65.0% | Added |
| Xponance, Inc. | 35,091 | $3.49M | 0.03% | +10,331+41.7% | Added |
| Bayesian Capital Management, LP | 34,129 | $3.40M | 0.42% | +31,429+1,164.0% | Added |
| Alaska Permanent Fund Corp | 33,432 | $3.33M | 0.05% | +33,432 | New |
| Prospera Financial Services Inc | 32,395 | $3.22M | 0.08% | −1,528−4.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 32,378 | $3.22M | 0.65% | +2,429+8.1% | Added |
| Romano Brothers and Company | 31,850 | $3.17M | 0.40% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 30,926 | $3.08M | 0.01% | +14,618+89.6% | Added |
| Crestline Management, LP | 30,728 | $3.06M | 0.11% | +4,476+17.1% | Added |
| Captrust Financial Advisors | 28,402 | $2.83M | 0.01% | +28,402 | New |
| Creative Planning | 28,092 | $2.80M | 0.00% | +6,368+29.3% | Added |
| IFM Investors Pty Ltd | 27,822 | $2.77M | 0.03% | −1,194−4.1% | Reduced |
| Keeley-Teton Advisors, LLC | 27,760 | $2.76M | 0.32% | −2,134−7.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 27,405 | $2.73M | 0.02% | +27,405 | New |
| Fieldview Capital Management, LLC | 26,601 | $2.65M | 0.41% | +26,601 | New |
| First Dallas Securities Inc. | 26,547 | $2.64M | 1.08% | +1,845+7.5% | Added |
| Mariner, LLC | 26,526 | $2.64M | 0.00% | +18,997+252.3% | Added |
| Toronto Dominion Bank | 26,467 | $2.63M | 0.01% | +1,029+4.0% | Added |
| Boothbay Fund Management, LLC | 26,461 | $2.63M | 0.08% | +6,157+30.3% | Added |
| Bokf, NA | 25,549 | $2.61M | 0.04% | +25,045+4,969.2% | Added |
| Commonwealth Equity Services, LLC | 26,187 | $2.61M | 0.00% | +10,680+68.9% | Added |
| FORA Capital, LLC | 25,272 | $2.52M | 0.29% | +25,272 | New |
| Panagora Asset Management Inc | 25,047 | $2.49M | 0.01% | +8,145+48.2% | Added |
| State of Alaska, Department of Revenue | 23,969 | $2.39M | 0.03% | +4,504+23.1% | Added |
| Brandes Investment Partners, LP | 23,724 | $2.36M | 0.03% | −37,318−61.1% | Reduced |
| Cresset Asset Management, LLC | 23,632 | $2.35M | 0.01% | +1,442+6.5% | Added |
| Nissay Asset Management Corp | 24,284 | $2.35M | 0.01% | +10,924+81.8% | Added |
| Gradient Investments LLC | 22,659 | $2.26M | 0.05% | +22,659 | New |
| Graham Capital Management, L.P. | 22,499 | $2.24M | 0.07% | +22,499 | New |
| Public Employees Retirement Association of Colorado | 22,188 | $2.21M | 0.01% | +10,265+86.1% | Added |
| Daiwa Securities Group Inc. | 21,949 | $2.19M | 0.01% | +13,536+160.9% | Added |
| Brinker Capital Investments, LLC | 21,271 | $2.12M | 0.02% | +1,369+6.9% | Added |
| Orion Portfolio Solutions, LLC | 21,271 | $2.12M | 0.02% | +1,369+6.9% | Added |
| Manning & Napier Advisors LLC | 20,920 | $2.08M | 0.02% | −13,522−39.3% | Reduced |
| Independent Advisor Alliance | 20,502 | $2.04M | 0.03% | +13,039+174.7% | Added |
| Federated Hermes, Inc. | 20,181 | $2.01M | 0.00% | +10,815+115.5% | Added |
| Uhlmann Price Securities, LLC | 20,012 | $1.99M | 1.50% | +9,200+85.1% | Added |
| GeoSphere Capital Management, LLC | 20,000 | $1.99M | 2.00% | −7,000−25.9% | Reduced |
| Sig Brokerage, LP | 19,964 | $1.99M | 0.93% | +19,964 | New |
| Estate Counselors, LLC | 19,830 | $1.97M | 0.21% | 00.0% | Unchanged |
| Nierenberg Investment Management Company, Inc. | 19,555 | $1.95M | 1.14% | +19,300+7,568.6% | Added |
| Cetera Investment Advisers | 19,243 | $1.92M | 0.00% | +15,280+385.6% | Added |
| iA Global Asset Management Inc. | 19,000 | $1.89M | 0.03% | +19,000 | New |
| Orca Wealth Management, LLC | 18,960 | $1.89M | 1.70% | +18,960 | New |
| Murphy Pohlad Asset Management LLC | 18,810 | $1.87M | 0.81% | 00.0% | Unchanged |
| DC Investments Management, LLC | 18,706 | $1.86M | 1.22% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 18,429 | $1.83M | 0.40% | +18,429 | New |
| HighTower Advisors, LLC | 18,309 | $1.82M | 0.00% | +6,838+59.6% | Added |
| Schroder Investment Management Group | 18,186 | $1.82M | 0.00% | +610+3.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,908 | $1.78M | 0.02% | +9,691+117.9% | Added |
| Janney Montgomery Scott LLC | 17,750 | $1.77M | 0.00% | +3,181+21.8% | Added |
| Merit Financial Group, LLC | 17,720 | $1.76M | 0.03% | +17,720 | New |
| Elo Mutual Pension Insurance Co | 17,577 | $1.75M | 0.04% | +17,577 | New |
| Centiva Capital, LP | 17,146 | $1.71M | 0.06% | +17,146 | New |
| Pacific Global Investment Management CO | 17,077 | $1.70M | 2.19% | −15,355−47.3% | Reduced |
| NYL Investors LLC | 17,058 | $1.70M | 0.15% | 00.0% | Unchanged |
| KBC Group NV | 16,937 | $1.69M | 0.00% | +9,874+139.8% | Added |
| Guggenheim Capital LLC | 16,256 | $1.62M | 0.01% | −4,242−20.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,997 | $1.59M | 0.01% | −263,581−94.3% | Reduced |
| APG Asset Management N.V. | 16,507 | $1.59M | 0.00% | +16,507 | New |
| Securian Asset Management, Inc | 15,893 | $1.58M | 0.05% | +7,217+83.2% | Added |
| Balyasny Asset Management LLC | 15,661 | $1.56M | 0.00% | −576,528−97.4% | Reduced |
| Mfg Wealth Management, Inc. | 15,356 | $1.53M | 1.40% | +15,356 | New |
| Arkadios Wealth Advisors | 15,260 | $1.52M | 0.08% | +15,260 | New |
| Vident Advisory, LLC | 15,076 | $1.50M | 0.03% | −6,216−29.2% | Reduced |
| Ostrum Asset Management | 15,016 | $1.49M | 0.13% | −10,669−41.5% | Reduced |
| JustInvest LLC | 14,935 | $1.49M | 0.02% | +14,935 | New |
| Miracle Mile Advisors, LLC | 14,865 | $1.48M | 0.03% | +14,865 | New |
| Franklin Resources Inc | 14,785 | $1.47M | 0.00% | +5,112+52.8% | Added |
| Clear Harbor Asset Management, LLC | 14,641 | $1.46M | 0.12% | +261+1.8% | Added |
| National Bank of Canada | 17,409 | $1.43M | 0.00% | −12,749−42.3% | Reduced |
| TCW Group Inc | 14,358 | $1.43M | 0.01% | +14,358 | New |
| First American Bank | 14,290 | $1.42M | 0.10% | +14,290 | New |
| Aft, Forsyth & Sober, LLC | 14,000 | $1.39M | 0.45% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 13,707 | $1.36M | 0.02% | +13,707 | New |
| Crossmark Global Holdings, Inc. | 13,645 | $1.36M | 0.02% | +5,632+70.3% | Added |
| Steward Partners Investment Advisory, LLC | 13,553 | $1.35M | 0.01% | +13,373+7,429.4% | Added |
| United Services Automobile Association | 13,523 | $1.35M | 0.04% | +13,523 | New |
| Tower Research Capital LLC (TRC) | 13,458 | $1.34M | 0.03% | +9,817+269.6% | Added |
| WSFS Capital Management, LLC | 13,446 | $1.34M | 0.07% | +13,446 | New |
| Cambridge Investment Research Advisors, Inc. | 13,415 | $1.33M | 0.00% | +8,296+162.1% | Added |
| Gulf International Bank (UK) Ltd | 13,102 | $1.30M | 0.03% | +4,084+45.3% | Added |
| Braun Stacey Associates Inc | 13,075 | $1.30M | 0.05% | −800−5.8% | Reduced |
| GTS Securities LLC | 12,843 | $1.28M | 0.06% | +12,843 | New |