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 |
|---|---|---|---|---|---|
| E&G Advisors, LP | 2,323 | $258.6K | 0.07% | −100−4.1% | Reduced |
| Corsair Capital Management, L.P. | 2,362 | $262.9K | 0.07% | 00.0% | Unchanged |
| Norden Group LLC | 2,377 | $264.6K | 0.03% | +2,377 | New |
| Signaturefd, LLC | 2,396 | $266.7K | 0.01% | +147+6.5% | Added |
| Washburn Capital Management, Inc. | 2,400 | $267.2K | 0.18% | −400−14.3% | Reduced |
| Belpointe Asset Management LLC | 2,420 | $269.4K | 0.01% | +2,420 | New |
| Oakworth Capital, Inc. | 2,435 | $271.1K | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,475 | $275.0K | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,480 | $276.0K | 0.01% | −43,676−94.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,507 | $279.1K | 0.00% | +2,507 | New |
| Oak Harvest Investment Services | 2,514 | $279.8K | 0.04% | −560−18.2% | Reduced |
| Park Avenue Securities LLC | 2,516 | $280.0K | 0.00% | +2,516 | New |
| Chickasaw Capital Management LLC | 2,534 | $282.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,565 | $285.5K | 0.01% | +1,028+66.9% | Added |
| Semanteon Capital Management, LP | 2,583 | $287.5K | 0.16% | +2,583 | New |
| Teza Capital Management LLC | 2,589 | $288.2K | 0.13% | +526+25.5% | Added |
| Kovitz Investment Group Partners, LLC | 2,594 | $288.7K | 0.00% | −543−17.3% | Reduced |
| CWM, LLC | 2,627 | $292.0K | 0.00% | −197−7.0% | Reduced |
| Philip James Wealth Mangement, LLC | 2,697 | $300.2K | 0.04% | +2,697 | New |
| Terril Brothers, Inc. | 2,700 | $300.6K | 0.14% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,721 | $303.0K | 0.00% | −190−6.5% | Reduced |
| Simmons Bank | 2,730 | $303.9K | 0.02% | +2,730 | New |
| Montgomery Investment Management Inc | 2,740 | $305.0K | 0.12% | +2,740 | New |
| Sage Rhino Capital LLC | 2,743 | $305.4K | 0.07% | −564−17.1% | Reduced |
| CWM Advisors, LLC | 2,805 | $312.3K | 0.04% | −337−10.7% | Reduced |
| Landscape Capital Management, L.L.C. | 2,848 | $317.0K | 0.03% | +2,848 | New |
| Wexford Capital LP | 2,879 | $320.5K | 0.08% | +2,879 | New |
| Brown Advisory Inc | 2,929 | $326.1K | 0.00% | +2,929 | New |
| MBB Public Markets I LLC | 2,930 | $326.2K | 0.04% | +2,930 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,924 | $326.3K | 0.00% | −795−21.4% | Reduced |
| GAMMA Investing LLC | 2,946 | $327.9K | 0.02% | +979+49.8% | Added |
| Quantitative Investment Management, LLC | 2,988 | $332.0K | 0.03% | +2,988 | New |
| NJ State Employees Deferred Compensation Plan | 3,034 | $337.7K | 0.04% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,041 | $338.5K | 0.07% | −870−22.2% | Reduced |
| Arcus Capital Partners, LLC | 3,045 | $339.0K | 0.14% | +3,045 | New |
| First Citizens Bank & Trust Co | 3,054 | $340.0K | 0.01% | +33+1.1% | Added |
| Atomi Financial Group, Inc. | 3,056 | $340.2K | 0.02% | +505+19.8% | Added |
| Horizon Investments, LLC | 3,070 | $341.8K | 0.01% | +3,070 | New |
| Wealthcare Advisory Partners LLC | 3,121 | $347.4K | 0.01% | +68+2.2% | Added |
| Banco BTG Pactual S.A. | 3,150 | $350.7K | 0.09% | +1,050+50.0% | Added |
| Savant Capital, LLC | 3,172 | $353.1K | 0.00% | +473+17.5% | Added |
| IFP Advisors, Inc | 3,230 | $359.6K | 0.01% | +1,827+130.2% | Added |
| Argentarii, LLC | 3,245 | $361.3K | 0.18% | +3,245 | New |
| HB Wealth Management, LLC | 3,257 | $362.6K | 0.00% | +414+14.6% | Added |
| Bryn Mawr Trust Co | 3,297 | $367.0K | 0.01% | −63−1.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,301 | $367.5K | 0.10% | −4,300−56.6% | Reduced |
| Hohimer Wealth Management, LLC | 3,315 | $369.0K | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,332 | $371.0K | 0.02% | −2,873−46.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,450 | $384.1K | 0.25% | +3,450 | New |
| Blair William & Co | 3,456 | $384.7K | 0.00% | +103+3.1% | Added |
| R Squared Ltd | 3,460 | $385.2K | 0.41% | +2,610+307.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,461 | $385.3K | 0.01% | +3,461 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,482 | $387.0K | 0.00% | +1,197+52.4% | Added |
| Hennessy Advisors Inc | 3,500 | $389.6K | 0.01% | −500−12.5% | Reduced |
| Americana Partners, LLC | 3,524 | $392.3K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 3,527 | $392.6K | 0.12% | +3,527 | New |
| Icon Wealth Advisors, LLC | 3,580 | $398.5K | 0.03% | +460+14.7% | Added |
| Toth Financial Advisory Corp | 3,600 | $400.8K | 0.05% | +3,600 | New |
| Truist Financial Corp | 3,630 | $404.1K | 0.00% | −122−3.3% | Reduced |
| Exchange Traded Concepts, LLC | 3,668 | $408.3K | 0.01% | −7,332−66.7% | Reduced |
| MUFG Securities Americas Inc. | 3,722 | $414.3K | 0.05% | +3,722 | New |
| Greenleaf Trust | 3,795 | $422.5K | 0.00% | +274+7.8% | Added |
| RSM US Wealth Management LLC | 3,798 | $422.8K | 0.01% | −1,202−24.0% | Reduced |
| CastleKnight Management LP | 3,800 | $423.0K | 0.05% | +3,800 | New |
| Vestcor Inc | 3,807 | $424.0K | 0.01% | +1,432+60.3% | Added |
| TD Waterhouse Canada Inc. | 3,768 | $424.6K | 0.00% | +449+13.5% | Added |
| Oxbow Advisors, LLC | 3,917 | $436.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,918 | $436.2K | 0.05% | +450+13.0% | Added |
| Thompson Siegel & Walmsley LLC | 3,940 | $439.0K | 0.01% | −27−0.7% | Reduced |
| Farther Finance Advisors, LLC | 3,896 | $439.2K | 0.01% | +825+26.9% | Added |
| Jupiter Asset Management Ltd | 3,974 | $442.4K | 0.00% | 00.0% | Unchanged |
| Revere Asset Management, Inc | 4,003 | $445.6K | 0.48% | +4,003 | New |
| Doliver Advisors, LP | 4,008 | $446.2K | 0.13% | −5−0.1% | Reduced |
| Forum Financial Management, LP | 4,026 | $448.2K | 0.01% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 4,038 | $449.5K | 0.11% | −1,705−29.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,188 | $466.2K | 0.02% | −4,624−52.5% | Reduced |
| Applied Finance Capital Management, LLC | 4,342 | $483.4K | 0.04% | −1,017−19.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,359 | $485.3K | 0.00% | −2,891−39.9% | Reduced |
| Pinnbrook Capital Management LP | 4,466 | $497.2K | 0.32% | −75,359−94.4% | Reduced |
| Hardin Capital Partners, LLC | 4,500 | $500.9K | 0.31% | −387−7.9% | Reduced |
| Guidance Capital, Inc | 4,744 | $502.3K | 0.15% | −101−2.1% | Reduced |
| Plato Investment Management Ltd | 4,466 | $502.5K | 0.04% | +4,466 | New |
| Omers Administration Corp | 4,548 | $506.3K | 0.00% | −756−14.3% | Reduced |
| Centiva Capital, LP | 4,604 | $512.5K | 0.03% | −12,542−73.1% | Reduced |
| Vista Investment Partners LLC | 4,633 | $515.7K | 0.16% | +4,633 | New |
| Mediolanum International Funds Ltd | 4,691 | $520.4K | 0.01% | +701+17.6% | Added |
| United Services Automobile Association | 4,732 | $525.0K | 0.02% | −8,791−65.0% | Reduced |
| AE Wealth Management LLC | 4,730 | $526.6K | 0.00% | +4,730 | New |
| Beacon Pointe Advisors, LLC | 4,765 | $530.5K | 0.01% | +272+6.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,803 | $534.7K | 0.00% | +4,180+670.9% | Added |
| Pekin Hardy Strauss, Inc. | 4,842 | $539.0K | 0.07% | +54+1.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,005 | $557.2K | 0.02% | −2,133−29.9% | Reduced |
| Bridgewater Advisors Inc. | 5,205 | $559.4K | 0.05% | +5,205 | New |
| Evercore Wealth Management, LLC | 5,035 | $560.5K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,038 | $561.0K | 0.00% | +1,416+39.1% | Added |
| Kestra Advisory Services, LLC | 5,065 | $563.8K | 0.00% | +379+8.1% | Added |
| Intellectus Partners, LLC | 5,074 | $564.9K | 0.14% | +77+1.5% | Added |
| Cerity Partners LLC | 5,159 | $574.2K | 0.00% | −3,311−39.1% | Reduced |
| Machina Capital S.A.S. | 5,164 | $574.9K | 0.17% | +5,164 | New |
| Evergreen Capital Management LLC | 5,203 | $579.2K | 0.02% | +512+10.9% | Added |