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, 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MAI Capital Management | 266 | $29.6K | 0.00% | −15−5.3% | Reduced |
| Princeton Global Asset Management LLC | 275 | $30.6K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 286 | $31.8K | 0.01% | +286 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 287 | $31.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 289 | $32.2K | 0.00% | +289 | New |
| Peoples Bank | 300 | $33.4K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 309 | $34.4K | 0.00% | +129+71.7% | Added |
| Kestra Investment Management, LLC | 309 | $34.4K | 0.00% | +309 | New |
| Ossiam | 358 | $39.9K | 0.00% | −3,749−91.3% | Reduced |
| Key Financial Inc | 368 | $41.0K | 0.01% | +13+3.7% | Added |
| Leonteq Securities AG | 378 | $41.8K | 0.00% | +50+15.2% | Added |
| Costello Asset Management, INC | 386 | $43.0K | 0.02% | +300+348.8% | Added |
| Pinnacle Holdings, LLC | 392 | $43.6K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 393 | $43.7K | 0.02% | +107+37.4% | Added |
| Smartleaf Asset Management LLC | 421 | $46.7K | 0.00% | +38+9.9% | Added |
| Lindbrook Capital, LLC | 476 | $53.0K | 0.00% | −448−48.5% | Reduced |
| Adirondack Trust Co | 500 | $55.7K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 500 | $55.7K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $55.7K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 520 | $57.9K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 560 | $58.4K | 0.00% | +106+23.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $61.2K | 0.02% | +250+83.3% | Added |
| Versant Capital Management, Inc | 584 | $65.0K | 0.01% | +441+308.4% | Added |
| Stone House Investment Management, LLC | 623 | $69.4K | 0.01% | +623 | New |
| Sentry Investment Management LLC | 702 | $70.0K | 0.05% | +702 | New |
| Chilton Capital Management LLC | 653 | $72.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 666 | $74.2K | 0.01% | +29+4.6% | Added |
| Bessemer Group Inc | 673 | $75.0K | 0.00% | +21+3.2% | Added |
| Citizens National Bank Trust Department | 688 | $76.6K | 0.02% | −3,197−82.3% | Reduced |
| Geneos Wealth Management Inc. | 710 | $79.0K | 0.00% | +57+8.7% | Added |
| Massmutual Trust Co FSB | 723 | $80.5K | 0.00% | +77+11.9% | Added |
| Deseret Mutual Benefit Administrators | 764 | $85.0K | 0.04% | +480+169.0% | Added |
| Washington Trust Co | 773 | $86.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 839 | $93.0K | 0.00% | +211+33.6% | Added |
| Cherry Tree Wealth Management, LLC | 848 | $94.4K | 0.02% | −1,047−55.3% | Reduced |
| Payden & Rygel | 853 | $95.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 993 | $98.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 895 | $99.6K | 0.00% | +4+0.4% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $100.2K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 929 | $103.4K | 0.01% | −62−6.3% | Reduced |
| Larson Financial Group LLC | 958 | $106.7K | 0.01% | +94+10.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 989 | $110.0K | 0.10% | +282+39.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,000 | $111.3K | 0.01% | +1,000 | New |
| Ameriflex Group, Inc. | 1,200 | $133.6K | 0.05% | +1,200 | New |
| Ostrum Asset Management | 1,211 | $134.8K | 0.01% | −13,805−91.9% | Reduced |
| Solstein Capital, LLC | 1,214 | $135.1K | 0.08% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,255 | $139.0K | 0.00% | −11−0.9% | Reduced |
| Umb Bank N A | 1,253 | $139.5K | 0.00% | +300+31.5% | Added |
| Siemens Fonds Invest GmbH | 1,266 | $140.9K | 0.01% | +1,266 | New |
| TD Private Client Wealth LLC | 1,302 | $144.9K | 0.00% | +546+72.2% | Added |
| Archer Investment Corp | 1,325 | $147.5K | 0.04% | +1,325 | New |
| Fifth Third Bancorp | 1,342 | $149.4K | 0.00% | −153−10.2% | Reduced |
| Ausbil Investment Management Ltd | 1,500 | $167.0K | 0.11% | −3,000−66.7% | Reduced |
| Jones Financial Companies LLLP | 1,544 | $171.3K | 0.00% | +388+33.6% | Added |
| Virtus Investment Advisers, Inc. | 1,580 | $175.9K | 0.05% | +1,580 | New |
| Knollwood Investment Advisory, LLC | 1,800 | $200.4K | 0.02% | +1,800 | New |
| Huntington National Bank | 1,803 | $200.7K | 0.00% | +65+3.7% | Added |
| Ronald Blue Trust, Inc. | 1,808 | $201.3K | 0.00% | +20+1.1% | Added |
| Moody Aldrich Partners LLC | 1,809 | $201.4K | 0.04% | −705−28.0% | Reduced |
| Inscription Capital, LLC | 2,298 | $204.1K | 0.03% | +2,298 | New |
| Uncommon Cents Investing LLC | 1,835 | $204.3K | 0.06% | +1,835 | New |
| Change Path, LLC | 1,843 | $205.2K | 0.01% | +1,843 | New |
| Colony Group, LLC | 1,845 | $205.3K | 0.00% | +1,845 | New |
| M.E. Allison & Co., Inc. | 1,863 | $207.4K | 0.20% | +1,863 | New |
| Ashton Thomas Private Wealth, LLC | 1,869 | $208.1K | 0.01% | +1,869 | New |
| Wedbush Securities Inc | 1,884 | $210.0K | 0.01% | −1,016−35.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,925 | $214.3K | 0.01% | −200−9.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,927 | $214.5K | 0.00% | −252−11.6% | Reduced |
| Resources Investment Advisors, LLC. | 1,941 | $216.1K | 0.00% | +1,941 | New |
| Mattson Financial Services, LLC | 1,952 | $217.3K | 0.07% | +1,952 | New |
| Insigneo Advisory Services, LLC | 1,960 | $218.2K | 0.02% | +1,960 | New |
| Trust Point Inc. | 1,970 | $219.3K | 0.02% | −540−21.5% | Reduced |
| Meeder Advisory Services, Inc. | 1,973 | $219.6K | 0.01% | +1,973 | New |
| Independent Financial Group, LLC | 1,979 | $220.3K | 0.01% | +1,979 | New |
| Texas Bank & Trust Co | 1,988 | $221.3K | 0.09% | +1,988 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,000 | $222.5K | 0.01% | +2,000 | New |
| Douglass Winthrop Advisors, LLC | 2,000 | $222.6K | 0.00% | +2,000 | New |
| Shay Capital LLC | 2,000 | $222.6K | 0.06% | +2,000 | New |
| Modera Wealth Management, LLC | 2,008 | $223.5K | 0.00% | +2,008 | New |
| V-Square Quantitative Management LLC | 2,009 | $223.6K | 0.03% | +2,009 | New |
| Skopos Labs, Inc. | 2,014 | $224.1K | 0.05% | +1,501+292.6% | Added |
| One + One Wealth Management, LLC | 2,038 | $226.9K | 0.12% | +2,038 | New |
| Ironwood Investment Management LLC | 2,042 | $227.3K | 0.12% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,063 | $229.7K | 0.00% | +2,063 | New |
| Prime Capital Investment Advisors, LLC | 2,065 | $229.8K | 0.00% | +2,065 | New |
| Florida Financial Advisors, LLC | 2,105 | $234.3K | 0.09% | +7+0.3% | Added |
| Wetzel Investment Advisors, Inc. | 2,115 | $235.4K | 0.12% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,129 | $237.0K | 0.01% | +2,129 | New |
| Farringdon Capital, Ltd. | 2,138 | $238.0K | 0.12% | +2,138 | New |
| Madison Asset Management, LLC | 2,200 | $244.9K | 0.00% | +2,200 | New |
| Horizon Kinetics Asset Management LLC | 2,203 | $245.2K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,204 | $245.3K | 0.01% | −185−7.7% | Reduced |
| Coldstream Capital Management Inc | 2,234 | $248.7K | 0.01% | +141+6.7% | Added |
| Cim Investment Mangement Inc | 2,266 | $252.3K | 0.06% | −54−2.3% | Reduced |
| Steel Peak Wealth Management LLC | 2,276 | $253.4K | 0.01% | +2,276 | New |
| Cigna Investments Inc | 2,283 | $254.0K | 0.05% | +66+3.0% | Added |
| Transcend Wealth Collective, LLC | 2,284 | $254.3K | 0.02% | +12+0.5% | Added |
| Essex Savings Bank | 2,299 | $255.9K | 0.06% | +29+1.3% | Added |
| Ritholtz Wealth Management | 2,299 | $255.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,313 | $257.5K | 0.00% | +10.0% | Added |