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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 5,279 | $587.7K | 0.01% | +5,279 | New |
| M&G Plc | 5,301 | $588.4K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 5,298 | $589.8K | 0.24% | +5,298 | New |
| Apollon Wealth Management, LLC | 5,377 | $598.6K | 0.01% | +1,413+35.6% | Added |
| Scientech Research LLC | 5,393 | $600.3K | 0.16% | +5,393 | New |
| Sanders Morris Harris LLC | 5,555 | $618.4K | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,214 | $642.6K | 0.03% | +633+11.3% | Added |
| DekaBank Deutsche Girozentrale | 6,074 | $654.0K | 0.00% | −48−0.8% | Reduced |
| Wahed Invest LLC | 5,971 | $664.7K | 0.11% | +5,971 | New |
| Arrowstreet Capital, Limited Partnership | 6,059 | $674.5K | 0.00% | +6,059 | New |
| CWA Asset Management Group, LLC | 6,150 | $684.6K | 0.03% | −360−5.5% | Reduced |
| GTS Securities LLC | 6,194 | $689.5K | 0.03% | −6,649−51.8% | Reduced |
| Pickering Energy Partners LP | 6,300 | $701.3K | 10.29% | +6,300 | New |
| Moran Wealth Management, LLC | 6,328 | $704.4K | 0.02% | −4,405−41.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,460 | $719.1K | 0.03% | −5,130−44.3% | Reduced |
| Union Bancaire Privee, UBP SA | 7,299 | $720.1K | 0.01% | −6,393−46.7% | Reduced |
| Advisory Services Network, LLC | 6,479 | $721.3K | 0.01% | −380−5.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,610 | $736.0K | 0.33% | 00.0% | Unchanged |
| Central Trust Co | 6,627 | $737.7K | 0.02% | −640−8.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,689 | $744.6K | 0.01% | −40,037−85.7% | Reduced |
| Virtu Financial LLC | 6,748 | $751.0K | 0.04% | +6,748 | New |
| PKO Investment Management Joint-Stock Co | 6,900 | $768.1K | 0.09% | +6,900 | New |
| Advisors Asset Management, Inc. | 6,922 | $770.6K | 0.01% | −4,386−38.8% | Reduced |
| M&T Bank Corp | 6,923 | $770.7K | 0.00% | −787−10.2% | Reduced |
| Dark Forest Capital Management LP | 7,064 | $786.4K | 0.04% | +3,976+128.8% | Added |
| Qtron Investments LLC | 7,079 | $788.0K | 0.12% | +7,079 | New |
| Toroso Investments, LLC | 7,097 | $790.0K | 0.01% | −2,326−24.7% | Reduced |
| SevenBridge Financial Group, LLC | 7,210 | $799.7K | 0.16% | −410−5.4% | Reduced |
| Illinois Municipal Retirement Fund | 7,261 | $808.3K | 0.01% | +7,261 | New |
| X-Square Capital, LLC | 7,377 | $821.0K | 0.35% | +815+12.4% | Added |
| Confluence Investment Management LLC | 7,421 | $826.1K | 0.01% | −550−6.9% | Reduced |
| Northwest & Ethical Investments L.P. | 7,480 | $831.4K | 0.02% | +5,080+211.7% | Added |
| Private Advisor Group, LLC | 7,632 | $849.5K | 0.01% | +142+1.9% | Added |
| Cidel Asset Management Inc | 7,766 | $864.5K | 0.06% | −115−1.5% | Reduced |
| Aptus Capital Advisors, LLC | 7,814 | $869.9K | 0.01% | +2,346+42.9% | Added |
| ISAM Funds (UK) Ltd | 8,051 | $896.2K | 0.44% | +1,009+14.3% | Added |
| Norinchukin Bank, The | 8,088 | $900.4K | 0.02% | +8,088 | New |
| Mercer Global Advisors Inc | 8,162 | $908.5K | 0.00% | +241+3.0% | Added |
| AXA S.A. | 8,162 | $908.6K | 0.00% | +8,162 | New |
| Allstate Corp | 8,234 | $916.6K | 0.03% | +2,101+34.3% | Added |
| Avantax Advisory Services, Inc. | 8,235 | $916.7K | 0.01% | +873+11.9% | Added |
| Salem Investment Counselors Inc | 8,281 | $921.8K | 0.03% | −950−10.3% | Reduced |
| Metis Global Partners, LLC | 8,410 | $936.2K | 0.03% | +5,553+194.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,856 | $938.0K | 0.01% | +6,913+234.9% | Added |
| Quest Partners LLC | 8,467 | $942.5K | 0.10% | +8,467 | New |
| Two Sigma Securities, LLC | 8,668 | $964.9K | 0.15% | −2,160−19.9% | Reduced |
| Southport Management, L.L.C. | 8,670 | $965.1K | 4.16% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 8,675 | $965.7K | 0.33% | +8,675 | New |
| Intech Investment Management LLC | 8,785 | $977.9K | 0.01% | −1,898−17.8% | Reduced |
| Profund Advisors LLC | 8,831 | $983.1K | 0.04% | +4,022+83.6% | Added |
| Aviva PLC | 8,835 | $983.5K | 0.00% | +8,835 | New |
| Manning & Napier Advisors LLC | 9,017 | $1.00M | 0.01% | −11,903−56.9% | Reduced |
| Spirit of America Management Corp | 9,050 | $1.01M | 0.20% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,359 | $1.04M | 0.04% | −44,452−82.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,358 | $1.04M | 0.01% | +3,118+50.0% | Added |
| Crewe Advisors LLC | 9,433 | $1.05M | 0.15% | +9,433 | New |
| Swiss Life Asset Management Ltd | 9,573 | $1.07M | 0.01% | +2,338+32.3% | Added |
| Recurrent Investment Advisors LLC | 9,647 | $1.07M | 0.09% | +2,850+41.9% | Added |
| Allspring Global Investments Holdings, LLC | 9,549 | $1.08M | 0.00% | +9,255+3,148.0% | Added |
| New Mexico Educational Retirement Board | 9,700 | $1.08M | 0.04% | −33,550−77.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,742 | $1.08M | 0.01% | +1,913+24.4% | Added |
| Nisa Investment Advisors, LLC | 9,753 | $1.09M | 0.01% | −59−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,833 | $1.09M | 0.01% | +829+9.2% | Added |
| Sanctuary Advisors, LLC | 9,846 | $1.10M | 0.01% | −1,322−11.8% | Reduced |
| Sequent Asset Management, LLC | 9,934 | $1.11M | 0.62% | 00.0% | Unchanged |
| Nordea Investment Management AB | 10,067 | $1.13M | 0.00% | +61+0.6% | Added |
| CVA Family Office, LLC | 10,201 | $1.14M | 0.17% | +60+0.6% | Added |
| Engineers Gate Manager LP | 10,207 | $1.14M | 0.02% | +10,207 | New |
| First Eagle Investment Management, LLC | 10,293 | $1.15M | 0.00% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 10,300 | $1.15M | 0.08% | −90,000−89.7% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 10,336 | $1.15M | 0.85% | −134−1.3% | Reduced |
| TownSquare Capital, LLC | 10,356 | $1.15M | 0.01% | +710+7.4% | Added |
| Aurora Investment Counsel | 10,385 | $1.16M | 0.64% | −1,325−11.3% | Reduced |
| Bayesian Capital Management, LP | 10,400 | $1.16M | 0.19% | −23,729−69.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,497 | $1.17M | 0.53% | −58−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,593 | $1.18M | 0.00% | +1,142+12.1% | Added |
| Huber Capital Management LLC | 10,690 | $1.19M | 0.22% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10,748 | $1.20M | 0.00% | −20,178−65.2% | Reduced |
| Maryland State Retirement & Pension System | 10,782 | $1.20M | 0.03% | −1,745−13.9% | Reduced |
| Davenport & Co LLC | 11,047 | $1.23M | 0.01% | +35+0.3% | Added |
| Securian Asset Management, Inc | 11,139 | $1.24M | 0.04% | −4,754−29.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,189 | $1.25M | 0.10% | +11,189 | New |
| CI Private Wealth, LLC | 11,230 | $1.25M | 0.00% | +1,572+16.3% | Added |
| Louisiana State Employees Retirement System | 11,300 | $1.26M | 0.03% | −47,104−80.7% | Reduced |
| Stephens Inc | 11,414 | $1.27M | 0.02% | +121+1.1% | Added |
| The PNC Financial Services Group, Inc. | 11,445 | $1.27M | 0.00% | +1,123+10.9% | Added |
| Pitcairn Co | 11,611 | $1.29M | 0.08% | +1,085+10.3% | Added |
| Fox Run Management, L.L.C. | 11,659 | $1.30M | 0.20% | +4,427+61.2% | Added |
| APG Asset Management N.V. | 12,604 | $1.30M | 0.00% | −3,903−23.6% | Reduced |
| NBC Securities, Inc. | 11,712 | $1.30M | 0.11% | +11,701+106,372.7% | Added |
| QRG Capital Management, Inc. | 11,991 | $1.33M | 0.01% | +361+3.1% | Added |
| Counterpoint Mutual Funds LLC | 12,136 | $1.35M | 0.19% | +12,136 | New |
| Gilder Gagnon Howe & Co LLC | 12,227 | $1.36M | 0.02% | −462−3.6% | Reduced |
| Pathstone Holdings, LLC | 12,266 | $1.37M | 0.01% | +971+8.6% | Added |
| Advisor Group Holdings, Inc. | 12,369 | $1.38M | 0.00% | +6,137+98.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,422 | $1.38M | 0.00% | −993−7.4% | Reduced |
| Marathon Capital Management | 12,479 | $1.39M | 0.37% | −127−1.0% | Reduced |
| Quantinno Capital Management LP | 12,582 | $1.40M | 0.01% | +8,482+206.9% | Added |
| Quadrant Capital Group LLC | 12,681 | $1.41M | 0.05% | +10,542+492.8% | Added |
| Sterling Capital Management LLC | 12,826 | $1.43M | 0.02% | −881−6.4% | Reduced |