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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 3,056 | $340.2K | 0.02% | +505+19.8% | Added |
| First Citizens Bank & Trust Co | 3,054 | $340.0K | 0.01% | +33+1.1% | Added |
| Arcus Capital Partners, LLC | 3,045 | $339.0K | 0.14% | +3,045 | New |
| Oak Thistle LLC | 3,041 | $338.5K | 0.07% | −870−22.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 3,034 | $337.7K | 0.04% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 2,988 | $332.0K | 0.03% | +2,988 | New |
| GAMMA Investing LLC | 2,946 | $327.9K | 0.02% | +979+49.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,924 | $326.3K | 0.00% | −795−21.4% | Reduced |
| MBB Public Markets I LLC | 2,930 | $326.2K | 0.04% | +2,930 | New |
| Brown Advisory Inc | 2,929 | $326.1K | 0.00% | +2,929 | New |
| Wexford Capital LP | 2,879 | $320.5K | 0.08% | +2,879 | New |
| Landscape Capital Management, L.L.C. | 2,848 | $317.0K | 0.03% | +2,848 | New |
| CWM Advisors, LLC | 2,805 | $312.3K | 0.04% | −337−10.7% | Reduced |
| Sage Rhino Capital LLC | 2,743 | $305.4K | 0.07% | −564−17.1% | Reduced |
| Montgomery Investment Management Inc | 2,740 | $305.0K | 0.12% | +2,740 | New |
| Simmons Bank | 2,730 | $303.9K | 0.02% | +2,730 | New |
| Stratos Wealth Partners, LTD. | 2,721 | $303.0K | 0.00% | −190−6.5% | Reduced |
| Terril Brothers, Inc. | 2,700 | $300.6K | 0.14% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,697 | $300.2K | 0.04% | +2,697 | New |
| CWM, LLC | 2,627 | $292.0K | 0.00% | −197−7.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,594 | $288.7K | 0.00% | −543−17.3% | Reduced |
| Teza Capital Management LLC | 2,589 | $288.2K | 0.13% | +526+25.5% | Added |
| Semanteon Capital Management, LP | 2,583 | $287.5K | 0.16% | +2,583 | New |
| Parallel Advisors, LLC | 2,565 | $285.5K | 0.01% | +1,028+66.9% | Added |
| Chickasaw Capital Management LLC | 2,534 | $282.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,516 | $280.0K | 0.00% | +2,516 | New |
| Oak Harvest Investment Services | 2,514 | $279.8K | 0.04% | −560−18.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,507 | $279.1K | 0.00% | +2,507 | New |
| South Dakota Investment Council | 2,480 | $276.0K | 0.01% | −43,676−94.6% | Reduced |
| Thoroughbred Financial Services, LLC | 2,475 | $275.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,435 | $271.1K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,420 | $269.4K | 0.01% | +2,420 | New |
| Washburn Capital Management, Inc. | 2,400 | $267.2K | 0.18% | −400−14.3% | Reduced |
| Signaturefd, LLC | 2,396 | $266.7K | 0.01% | +147+6.5% | Added |
| Norden Group LLC | 2,377 | $264.6K | 0.03% | +2,377 | New |
| Corsair Capital Management, L.P. | 2,362 | $262.9K | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,323 | $258.6K | 0.07% | −100−4.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,313 | $257.5K | 0.00% | +10.0% | Added |
| Ritholtz Wealth Management | 2,299 | $255.9K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 2,299 | $255.9K | 0.06% | +29+1.3% | Added |
| Transcend Wealth Collective, LLC | 2,284 | $254.3K | 0.02% | +12+0.5% | Added |
| Cigna Investments Inc | 2,283 | $254.0K | 0.05% | +66+3.0% | Added |
| Steel Peak Wealth Management LLC | 2,276 | $253.4K | 0.01% | +2,276 | New |
| Cim Investment Mangement Inc | 2,266 | $252.3K | 0.06% | −54−2.3% | Reduced |
| Coldstream Capital Management Inc | 2,234 | $248.7K | 0.01% | +141+6.7% | Added |
| Moors & Cabot, Inc. | 2,204 | $245.3K | 0.01% | −185−7.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,203 | $245.2K | 0.00% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 2,200 | $244.9K | 0.00% | +2,200 | New |
| Farringdon Capital, Ltd. | 2,138 | $238.0K | 0.12% | +2,138 | New |
| Concurrent Investment Advisors, LLC | 2,129 | $237.0K | 0.01% | +2,129 | New |
| Wetzel Investment Advisors, Inc. | 2,115 | $235.4K | 0.12% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,105 | $234.3K | 0.09% | +7+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 2,065 | $229.8K | 0.00% | +2,065 | New |
| Ballentine Partners, LLC | 2,063 | $229.7K | 0.00% | +2,063 | New |
| Ironwood Investment Management LLC | 2,042 | $227.3K | 0.12% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,038 | $226.9K | 0.12% | +2,038 | New |
| Skopos Labs, Inc. | 2,014 | $224.1K | 0.05% | +1,501+292.6% | Added |
| V-Square Quantitative Management LLC | 2,009 | $223.6K | 0.03% | +2,009 | New |
| Modera Wealth Management, LLC | 2,008 | $223.5K | 0.00% | +2,008 | 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,000 | $222.5K | 0.01% | +2,000 | New |
| Texas Bank & Trust Co | 1,988 | $221.3K | 0.09% | +1,988 | New |
| Independent Financial Group, LLC | 1,979 | $220.3K | 0.01% | +1,979 | New |
| Meeder Advisory Services, Inc. | 1,973 | $219.6K | 0.01% | +1,973 | New |
| Trust Point Inc. | 1,970 | $219.3K | 0.02% | −540−21.5% | Reduced |
| Insigneo Advisory Services, LLC | 1,960 | $218.2K | 0.02% | +1,960 | New |
| Mattson Financial Services, LLC | 1,952 | $217.3K | 0.07% | +1,952 | New |
| Resources Investment Advisors, LLC. | 1,941 | $216.1K | 0.00% | +1,941 | New |
| Sequoia Financial Advisors, LLC | 1,927 | $214.5K | 0.00% | −252−11.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,925 | $214.3K | 0.01% | −200−9.4% | Reduced |
| Wedbush Securities Inc | 1,884 | $210.0K | 0.01% | −1,016−35.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,869 | $208.1K | 0.01% | +1,869 | New |
| M.E. Allison & Co., Inc. | 1,863 | $207.4K | 0.20% | +1,863 | New |
| Colony Group, LLC | 1,845 | $205.3K | 0.00% | +1,845 | New |
| Change Path, LLC | 1,843 | $205.2K | 0.01% | +1,843 | New |
| Uncommon Cents Investing LLC | 1,835 | $204.3K | 0.06% | +1,835 | New |
| Inscription Capital, LLC | 2,298 | $204.1K | 0.03% | +2,298 | New |
| Moody Aldrich Partners LLC | 1,809 | $201.4K | 0.04% | −705−28.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,808 | $201.3K | 0.00% | +20+1.1% | Added |
| Huntington National Bank | 1,803 | $200.7K | 0.00% | +65+3.7% | Added |
| Knollwood Investment Advisory, LLC | 1,800 | $200.4K | 0.02% | +1,800 | New |
| Virtus Investment Advisers, Inc. | 1,580 | $175.9K | 0.05% | +1,580 | New |
| Jones Financial Companies LLLP | 1,544 | $171.3K | 0.00% | +388+33.6% | Added |
| Ausbil Investment Management Ltd | 1,500 | $167.0K | 0.11% | −3,000−66.7% | Reduced |
| Fifth Third Bancorp | 1,342 | $149.4K | 0.00% | −153−10.2% | Reduced |
| Archer Investment Corp | 1,325 | $147.5K | 0.04% | +1,325 | New |
| TD Private Client Wealth LLC | 1,302 | $144.9K | 0.00% | +546+72.2% | Added |
| Siemens Fonds Invest GmbH | 1,266 | $140.9K | 0.01% | +1,266 | New |
| Umb Bank N A | 1,253 | $139.5K | 0.00% | +300+31.5% | Added |
| Lazard Asset Management LLC | 1,255 | $139.0K | 0.00% | −11−0.9% | Reduced |
| Solstein Capital, LLC | 1,214 | $135.1K | 0.08% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,211 | $134.8K | 0.01% | −13,805−91.9% | Reduced |
| Ameriflex Group, Inc. | 1,200 | $133.6K | 0.05% | +1,200 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,000 | $111.3K | 0.01% | +1,000 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 989 | $110.0K | 0.10% | +282+39.9% | Added |
| Larson Financial Group LLC | 958 | $106.7K | 0.01% | +94+10.9% | Added |
| EverSource Wealth Advisors, LLC | 929 | $103.4K | 0.01% | −62−6.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 900 | $100.2K | 0.05% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 895 | $99.6K | 0.00% | +4+0.4% | Added |