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Livermore
Livermore
ZHEN

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; 853 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, Q1 2025

Institutional positions in Expand Energy Corp as of Mar 31, 2025. 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
737
+104 vs. Q4 2024
Shares held
222.1M
−4.04M (−1.8%) vs. Q4 2024
Total value
$24.7B
+$2.20B (+9.8%) vs. Q4 2024
New holders
163
266 more added
Sold out
59
206 more reduced

8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 737 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: 853 institutions
Value heldQ1 2025: $24.7B
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 2026853$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, Q1 2025

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2024.

Institutions holding EXE in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Penserra Capital Management LLC6$00.00%+6New
Tradewinds Capital Management, LLC0$90.00%−51−100.0%Reduced
Financial Management Professionals, Inc.1$1110.00%−109−99.1%Reduced
Whittier Trust Co2$2220.00%+2New
Mather Group, LLC.2$2230.00%00.0%Unchanged
Transce3nd, LLC2$2230.00%00.0%Unchanged
Greenline Partners, LLC2$2230.00%+2New
Atlantic Trust, LLC2$2230.00%+2New
Godsey & Gibb Associates3$3340.00%00.0%Unchanged
Whipplewood Advisors, LLC4$3340.00%+1+33.3%Added
HFM Investment Advisors, LLC4$4460.00%+4New
Activest Wealth Management4$4470.00%00.0%Unchanged
Valued Wealth Advisors LLC4$4490.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC5$5560.00%+5New
TFC Financial Management5$5570.00%−78−94.0%Reduced
MV Capital Management, Inc.5$5570.00%−3−37.5%Reduced
Carolinas Wealth Consulting LLC5$5570.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$5570.00%00.0%Unchanged
WealthTrak Capital Management LLC5$5570.00%00.0%Unchanged
Avion Wealth14$1.00K0.00%00.0%Unchanged
Ogorek Anthony Joseph9$1.00K0.00%+9New
Private Wealth Asset Management, LLC10$1.11K0.00%+10New
Principia Wealth Advisory, LLC11$1.14K0.00%00.0%Unchanged
CoreCap Advisors, LLC11$1.23K0.00%00.0%Unchanged
Bare Financial Services, Inc11$1.23K0.00%+11New
HHM Wealth Advisors, LLC12$1.34K0.00%−1−7.7%Reduced
Cornerstone Planning Group LLC13$1.36K0.00%+8+160.0%Added
Cromwell Holdings LLC14$1.56K0.00%+14New
Manchester Capital Management LLC18$2.00K0.00%+18New
Dunhill Financial, LLC18$2.03K0.00%00.0%Unchanged
Quent Capital, LLC20$2.23K0.00%+6+42.9%Added
Tortoise Investment Management, LLC21$2.34K0.00%00.0%Unchanged
Rothschild Investment LLC23$2.56K0.00%+10+76.9%Added
Hughes Financial Services, LLC23$2.59K0.00%+23New
Stonebridge Financial Group, LLC24$2.67K0.00%−8−25.0%Reduced
Rialto Wealth Management, LLC24$2.67K0.00%+24New
LMR Partners LLP25$2.78K0.00%00.0%Unchanged
Asset Planning,Inc26$2.86K0.00%00.0%Unchanged
Global Financial Private Client, LLC26$2.89K0.00%+13+100.0%Added
South State Corp.28$3.12K0.00%+28New
Spire Wealth Management29$3.23K0.00%+1+3.6%Added
Olistico Wealth, LLC29$3.23K0.00%+5+20.8%Added
True Wealth Design, LLC31$3.45K0.00%+22+244.4%Added
Prestige Wealth Management Group LLC32$3.56K0.00%00.0%Unchanged
Putney Financial Group LLC33$3.67K0.00%00.0%Unchanged
SJS Investment Consulting Inc.34$3.79K0.00%00.0%Unchanged
ORG Partners LLC42$4.17K0.00%+42New
Armstrong Advisory Group, Inc43$4.28K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC40$4.45K0.00%+40New
WPG Advisers, LLC41$4.56K0.00%+37+925.0%Added
Lummis Asset Management, LP43$4.79K0.00%+43New
Brown Brothers Harriman & Co45$5.01K0.00%+45New
Sierra Ocean, LLC47$5.23K0.00%+35+291.7%Added
AdvisorNet Financial, Inc55$6.12K0.00%+24+77.4%Added
Painted Porch Advisors LLC56$6.23K0.00%00.0%Unchanged
Rakuten Securities, Inc.56$6.23K0.00%+31+124.0%Added
Atlas Capital Advisors LLC58$6.46K0.00%00.0%Unchanged
WealthCollab, LLC58$6.46K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.61$6.79K0.00%+61New
Hantz Financial Services, Inc.67$7.00K0.00%+63+1,575.0%Added
Annis Gardner Whiting Capital Advisors, LLC67$7.46K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.70$7.79K0.00%+63+900.0%Added
Assetmark, Inc72$8.02K0.00%+38+111.8%Added
Tanglewood Legacy Advisors, LLC74$8.24K0.00%00.0%Unchanged
Peoples Financial Services Corp.86$9.57K0.00%00.0%Unchanged
Amitell Capital Pte Ltd87$9.69K0.01%00.0%Unchanged
Meeder Asset Management Inc88$9.80K0.00%+88New
Bruce G. Allen Investments, LLC90$10.0K0.01%+43+91.5%Added
Capital Advisors, Ltd. LLC101$11.0K0.00%−26−20.5%Reduced
Colonial Trust Advisors113$12.6K0.00%00.0%Unchanged
Millstone Evans Group, LLC113$12.6K0.01%00.0%Unchanged
First United Bank Trust120$13.4K0.00%+47+64.4%Added
GHP Investment Advisors, Inc.126$14.0K0.00%00.0%Unchanged
Peregrine Capital Management LLC129$14.4K0.00%00.0%Unchanged
NewSquare Capital LLC132$14.7K0.00%+113+594.7%Added
JFS Wealth Advisors, LLC135$15.0K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO150$16.7K0.01%00.0%Unchanged
Private Wealth Management Group, LLC150$16.7K0.01%00.0%Unchanged
Vision Financial Markets LLC151$16.8K0.02%+151New
Farmers & Merchants Investments Inc152$16.9K0.00%+70+85.4%Added
Aventura Private Wealth, LLC154$17.1K0.01%00.0%Unchanged
Private Trust Co NA160$17.8K0.00%00.0%Unchanged
Anchor Investment Management, LLC165$18.4K0.00%00.0%Unchanged
Bell Investment Advisors, Inc166$18.5K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC173$19.3K0.00%00.0%Unchanged
GW&K Investment Management, LLC180$20.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.183$20.4K0.00%−51−21.8%Reduced
Covestor Ltd192$21.0K0.01%−3−1.5%Reduced
Bangor Savings Bank200$22.3K0.00%00.0%Unchanged
Founders Capital Management200$22.3K0.01%00.0%Unchanged
Red Tortoise LLC202$22.5K0.01%00.0%Unchanged
Hexagon Capital Partners LLC212$23.6K0.00%00.0%Unchanged
Hemington Wealth Management220$24.0K0.00%+54+32.5%Added
Truvestments Capital LLC216$24.0K0.01%−951−81.5%Reduced
Transamerica Financial Advisors, Inc.243$27.0K0.00%−553−69.5%Reduced
Harbour Investments, Inc.245$27.3K0.00%+105+75.0%Added
First Horizon Advisors, Inc.249$27.7K0.00%−33−11.7%Reduced
Quarry LP251$27.9K0.01%−224−47.2%Reduced
Cheviot Value Management, LLC265$28.7K0.00%+265New
Pinney & Scofield, Inc.260$28.9K0.02%00.0%Unchanged