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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
Putney Financial Group LLC33$3.29K0.00%+33New
Prestige Wealth Management Group LLC32$3.19K0.00%+32New
Stonebridge Financial Group, LLC32$3.17K0.00%+32New
AdvisorNet Financial, Inc31$3.09K0.00%−81−72.3%Reduced
Spire Wealth Management28$2.79K0.00%−197−87.6%Reduced
Venturi Wealth Management, LLC26$2.59K0.00%+26New
Asset Planning,Inc26$2.56K0.00%+26New
LMR Partners LLP25$2.49K0.00%−11,843−99.8%Reduced
Rakuten Securities, Inc.25$2.49K0.00%+25New
Olistico Wealth, LLC24$2.39K0.00%00.0%Unchanged
Tortoise Investment Management, LLC21$2.09K0.00%+21New
NewSquare Capital LLC19$1.89K0.00%+19New
Dunhill Financial, LLC18$1.81K0.00%+18New
Cassady Schiller Wealth Management, LLC18$1.79K0.00%+18New
Quent Capital, LLC14$1.39K0.00%+14New
HHM Wealth Advisors, LLC13$1.29K0.00%+13New
Rothschild Investment LLC13$1.29K0.00%+2+18.2%Added
Global Financial Private Client, LLC13$1.29K0.00%+13New
Sierra Ocean, LLC12$1.20K0.00%+12New
NBC Securities, Inc.11$1.15K0.10%−14,765−99.9%Reduced
CoreCap Advisors, LLC11$1.09K0.00%−5−31.3%Reduced
Principia Wealth Advisory, LLC11$1.09K0.00%+11New
Avion Wealth14$1.00K0.00%+14New
True Wealth Design, LLC9$8960.00%+1+12.5%Added
Riverview Trust Co9$8960.00%+9New
MV Capital Management, Inc.8$7970.00%+3+60.0%Added
Talon Private Wealth, LLC8$7960.00%+8New
Cullen/Frost Bankers, Inc.7$6970.00%−293−97.7%Reduced
Cornerstone Planning Group LLC5$5070.00%+5New
Carolinas Wealth Consulting LLC5$4980.00%+5New
Parkworth Wealth Management, Inc.5$4980.00%+5New
WealthTrak Capital Management LLC5$4980.00%+5New
Valued Wealth Advisors LLC4$4010.00%00.0%Unchanged
Activest Wealth Management4$3980.00%+4New
WPG Advisers, LLC4$3980.00%+4New
Godsey & Gibb Associates3$2990.00%+3New
Whipplewood Advisors, LLC3$2990.00%+3New
Mather Group, LLC.2$1990.00%00.0%Unchanged
Transce3nd, LLC2$1990.00%+2New
Canada Pension Plan Investment Board1$1000.00%+1New
Hantz Financial Services, Inc.4$00.00%−3−42.9%Reduced
Asia Research & Capital Management Ltd0$00.00%−1,758,117−100.0%Sold out
Ibex Wealth Advisors0$00.00%−167,846−100.0%Sold out
Two Sigma Investments, LP0$00.00%−340,479−100.0%Sold out
Sasco Capital Inc0$00.00%−262,210−100.0%Sold out
ING Groep NV0$00.00%−196,184−100.0%Sold out
Invenomic Capital Management LP0$00.00%−154,893−100.0%Sold out
BancorpSouth Bank0$00.00%−87,745−100.0%Sold out
Jump Financial, LLC0$00.00%−71,650−100.0%Sold out
Boussard & Gavaudan Investment Management LLP0$00.00%−67,623−100.0%Sold out
Lloyd Harbor Capital Management, LLC0$00.00%−56,000−100.0%Sold out
Paragon Associates & Paragon Associates II Joint Venture0$00.00%−50,000−100.0%Sold out
Pinnacle Associates Ltd0$00.00%−52,363−100.0%Sold out
Quest Partners LLC0$00.00%−47,665−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−40,176−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−26,650−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−25,925−100.0%Sold out
XTX Topco Ltd0$00.00%−25,349−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−25,230−100.0%Sold out
Simplex Trading, LLC0$00.00%−18,233−100.0%Sold out
Weiss Asset Management LP0$00.00%−16,647−100.0%Sold out
Byrne Asset Management LLC0$00.00%−15,224−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−8,749−100.0%Sold out
nVerses Capital, LLC0$00.00%−7,100−100.0%Sold out
LaSalle St. Investment Advisors, LLC0$00.00%−6,281−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−4,330−100.0%Sold out
BTG Pactual Asset Management US LLC0$00.00%−4,213−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−3,728−100.0%Sold out
Nwam LLC0$00.00%−3,655−100.0%Sold out
Hardy Reed LLC0$00.00%−3,479−100.0%Sold out
Atria Investments LLC0$00.00%−3,092−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−2,800−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−2,747−100.0%Sold out
ELCO Management Co., LLC0$00.00%−2,500−100.0%Sold out
Barnett & Company, Inc.0$00.00%−2,468−100.0%Sold out
Uncommon Cents Investing LLC0$00.00%−1,805−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−844−100.0%Sold out
Gladius Capital Management LP0$00.00%−376−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−161−100.0%Sold out
Motco0$00.00%−100−100.0%Sold out
Hilltop National Bank0$00.00%−100−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−46−100.0%Sold out
Sachetta, LLC0$00.00%−27−100.0%Sold out
Capital Analysts, LLC0$00.00%−20−100.0%Sold out
Golden State Equity Partners0$00.00%−19−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−6−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−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