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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; 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.

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: 854 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 2026854$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
Umb Bank N A953$94.9K0.00%+677+245.3%Added
Lindbrook Capital, LLC924$92.0K0.01%+610+194.3%Added
Caldwell Sutter Capital, Inc.900$89.6K0.04%00.0%Unchanged
SBI Securities Co., Ltd.891$88.7K0.00%+891New
Larson Financial Group LLC864$86.0K0.00%+518+149.7%Added
Payden & Rygel853$85.0K0.01%+853New
R Squared Ltd850$84.6K0.08%+850New
Transamerica Financial Advisors, Inc.796$80.0K0.01%−71−8.2%Reduced
Washington Trust Co773$77.0K0.00%+23+3.1%Added
TD Private Client Wealth LLC756$75.3K0.00%+756New
Global Retirement Partners, LLC733$72.9K0.00%+45+6.5%Added
Caitlin John, LLC708$70.5K0.05%−99−12.3%Reduced
E Fund Management (Hong Kong) Co., Ltd.707$70.0K0.06%+707New
Chilton Capital Management LLC653$65.0K0.00%+632+3,009.5%Added
Geneos Wealth Management Inc.653$65.0K0.00%+14+2.2%Added
Bessemer Group Inc652$65.0K0.00%+509+355.9%Added
Massmutual Trust Co FSB646$64.3K0.00%+471+269.1%Added
Parkside Financial Bank & Trust637$63.4K0.01%+431+209.2%Added
Ci Investments Inc.628$63.0K0.00%−1,358−68.4%Reduced
Optiver Holding B.V.628$62.5K0.00%+628New
Federation des caisses Desjardins du Quebec623$62.0K0.00%−152−19.6%Reduced
Caitong International Asset Management Co., Ltd576$57.3K0.06%+576New
GeoWealth Management, LLC572$56.9K0.00%+572New
Piscataqua Savings Bank520$51.8K0.04%+520New
Skopos Labs, Inc.513$51.0K0.02%+483+1,610.0%Added
Future Financial Wealth Managment LLC500$49.8K0.04%−950−65.5%Reduced
Westside Investment Management, Inc.500$49.8K0.01%−20−3.8%Reduced
Adirondack Trust Co500$49.8K0.02%00.0%Unchanged
Allworth Financial LP454$48.6K0.00%+217+91.6%Added
Quarry LP475$47.3K0.01%+475New
Mendota Financial Group, LLC470$46.8K0.03%−1−0.2%Reduced
Summer Road LLC450$44.8K0.04%+450New
Wintrust Investments LLC444$44.0K0.04%+26+6.2%Added
Pinnacle Holdings, LLC392$39.0K0.01%+392New
Smartleaf Asset Management LLC383$38.2K0.00%+279+268.3%Added
Key Financial Inc355$35.3K0.01%+355New
Islay Capital Management, LLC353$35.1K0.02%+353New
Leonteq Securities AG328$32.7K0.00%−353−51.8%Reduced
Peoples Bank300$29.9K0.02%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$29.9K0.01%00.0%Unchanged
Allspring Global Investments Holdings, LLC294$29.3K0.00%+219+292.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main287$28.6K0.00%+38+15.3%Added
Rise Advisors, LLC286$28.5K0.01%+286New
Deseret Mutual Benefit Administrators284$28.3K0.01%+64+29.1%Added
Investors Research Corp284$28.3K0.01%+284New
First Horizon Advisors, Inc.282$28.1K0.00%−22−7.2%Reduced
Proequities, Inc.262$28.0K0.00%+19+7.8%Added
MAI Capital Management281$27.9K0.00%+281New
Princeton Global Asset Management LLC275$27.4K0.01%00.0%Unchanged
Pinney & Scofield, Inc.260$25.9K0.02%+260New
SRS Capital Advisors, Inc.234$23.3K0.00%+156+200.0%Added
Criterion Capital Advisors, LLC280$23.0K0.01%00.0%Unchanged
Lee Danner & Bass Inc215$21.4K0.00%+215New
Hexagon Capital Partners LLC212$21.1K0.00%+139+190.4%Added
Red Tortoise LLC202$20.1K0.01%+202New
Bangor Savings Bank200$19.9K0.00%00.0%Unchanged
Founders Capital Management200$19.9K0.01%+200New
Covestor Ltd195$19.0K0.01%−216−52.6%Reduced
GW&K Investment Management, LLC180$18.0K0.00%+180New
TCTC Holdings, LLC180$17.9K0.00%+180New
Interchange Capital Partners, LLC178$17.7K0.01%+178New
CBIZ Investment Advisory Services, LLC173$17.2K0.00%+173New
Bell Investment Advisors, Inc166$16.5K0.00%+137+472.4%Added
Anchor Investment Management, LLC165$16.4K0.00%+44+36.4%Added
Hemington Wealth Management166$16.0K0.00%+67+67.7%Added
Private Trust Co NA160$15.9K0.00%+34+27.0%Added
Aventura Private Wealth, LLC154$15.3K0.01%+154New
Indiana Trust & Investment Management CO150$14.9K0.01%00.0%Unchanged
Private Wealth Management Group, LLC150$14.9K0.01%+108+257.1%Added
Versant Capital Management, Inc143$14.2K0.00%+115+410.7%Added
Harbour Investments, Inc.140$13.9K0.00%+50+55.6%Added
JFS Wealth Advisors, LLC135$13.4K0.00%+49+57.0%Added
Capital Advisors, Ltd. LLC127$13.0K0.00%+127New
Peregrine Capital Management LLC129$12.8K0.00%+129New
GHP Investment Advisors, Inc.126$12.5K0.00%+126New
Colonial Trust Advisors113$11.2K0.00%+58+105.5%Added
Millstone Evans Group, LLC113$11.2K0.01%+113New
Financial Management Professionals, Inc.110$11.0K0.00%+10+10.0%Added
Oliver Lagore Vanvalin Investment Group105$10.5K0.00%00.0%Unchanged
Amitell Capital Pte Ltd87$8.66K0.01%00.0%Unchanged
Peoples Financial Services Corp.86$8.56K0.00%+86New
Costello Asset Management, INC86$8.56K0.01%+86New
TFC Financial Management83$8.26K0.00%+82+8,200.0%Added
Farmers & Merchants Investments Inc82$8.16K0.00%+40+95.2%Added
LGT Financial Advisors LLC80$7.96K0.02%+80New
Tanglewood Legacy Advisors, LLC74$7.37K0.00%00.0%Unchanged
First United Bank Trust73$7.27K0.00%+13+21.7%Added
North Star Investment Management Corp.69$6.87K0.00%+69New
Annis Gardner Whiting Capital Advisors, LLC67$6.67K0.00%+67New
Atlas Capital Advisors LLC58$5.82K0.00%+58New
WealthCollab, LLC58$5.77K0.00%+58New
Painted Porch Advisors LLC56$5.58K0.00%+56New
Johnson Financial Group, Inc.52$5.28K0.00%+52New
Tradewinds Capital Management, LLC51$5.12K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC47$4.68K0.00%+25+113.6%Added
Armstrong Advisory Group, Inc43$4.28K0.00%+43New
Oarsman Capital, Inc.40$3.98K0.00%+40New
SJS Investment Consulting Inc.34$3.38K0.00%+14+70.0%Added
Assetmark, Inc34$3.38K0.00%+34New
WR Wealth Planners, LLC33$3.29K0.00%+33New