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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 993 | $98.9K | 0.00% | 00.0% | Unchanged |
| Payden & Rygel | 853 | $95.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 848 | $94.4K | 0.02% | −1,047−55.3% | Reduced |
| Ci Investments Inc. | 839 | $93.0K | 0.00% | +211+33.6% | Added |
| Washington Trust Co | 773 | $86.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 764 | $85.0K | 0.04% | +480+169.0% | Added |
| Massmutual Trust Co FSB | 723 | $80.5K | 0.00% | +77+11.9% | Added |
| Geneos Wealth Management Inc. | 710 | $79.0K | 0.00% | +57+8.7% | Added |
| Citizens National Bank Trust Department | 688 | $76.6K | 0.02% | −3,197−82.3% | Reduced |
| Bessemer Group Inc | 673 | $75.0K | 0.00% | +21+3.2% | Added |
| Parkside Financial Bank & Trust | 666 | $74.2K | 0.01% | +29+4.6% | Added |
| Chilton Capital Management LLC | 653 | $72.7K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 702 | $70.0K | 0.05% | +702 | New |
| Stone House Investment Management, LLC | 623 | $69.4K | 0.01% | +623 | New |
| Versant Capital Management, Inc | 584 | $65.0K | 0.01% | +441+308.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $61.2K | 0.02% | +250+83.3% | Added |
| Allworth Financial LP | 560 | $58.4K | 0.00% | +106+23.3% | Added |
| Piscataqua Savings Bank | 520 | $57.9K | 0.05% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 476 | $53.0K | 0.00% | −448−48.5% | Reduced |
| Smartleaf Asset Management LLC | 421 | $46.7K | 0.00% | +38+9.9% | Added |
| Rise Advisors, LLC | 393 | $43.7K | 0.02% | +107+37.4% | Added |
| Pinnacle Holdings, LLC | 392 | $43.6K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 386 | $43.0K | 0.02% | +300+348.8% | Added |
| Leonteq Securities AG | 378 | $41.8K | 0.00% | +50+15.2% | Added |
| Key Financial Inc | 368 | $41.0K | 0.01% | +13+3.7% | Added |
| Ossiam | 358 | $39.9K | 0.00% | −3,749−91.3% | Reduced |
| TCTC Holdings, LLC | 309 | $34.4K | 0.00% | +129+71.7% | Added |
| Kestra Investment Management, LLC | 309 | $34.4K | 0.00% | +309 | New |
| Peoples Bank | 300 | $33.4K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 289 | $32.2K | 0.00% | +289 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 287 | $31.9K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 286 | $31.8K | 0.01% | +286 | New |
| Princeton Global Asset Management LLC | 275 | $30.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 266 | $29.6K | 0.00% | −15−5.3% | Reduced |
| Pinney & Scofield, Inc. | 260 | $28.9K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 265 | $28.7K | 0.00% | +265 | New |
| Quarry LP | 251 | $27.9K | 0.01% | −224−47.2% | Reduced |
| First Horizon Advisors, Inc. | 249 | $27.7K | 0.00% | −33−11.7% | Reduced |
| Harbour Investments, Inc. | 245 | $27.3K | 0.00% | +105+75.0% | Added |
| Transamerica Financial Advisors, Inc. | 243 | $27.0K | 0.00% | −553−69.5% | Reduced |
| Truvestments Capital LLC | 216 | $24.0K | 0.01% | −951−81.5% | Reduced |
| Hemington Wealth Management | 220 | $24.0K | 0.00% | +54+32.5% | Added |
| Hexagon Capital Partners LLC | 212 | $23.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 202 | $22.5K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $22.3K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $22.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 192 | $21.0K | 0.01% | −3−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 183 | $20.4K | 0.00% | −51−21.8% | Reduced |
| GW&K Investment Management, LLC | 180 | $20.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 173 | $19.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 166 | $18.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 165 | $18.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 160 | $17.8K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 154 | $17.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 152 | $16.9K | 0.00% | +70+85.4% | Added |
| Vision Financial Markets LLC | 151 | $16.8K | 0.02% | +151 | New |
| Indiana Trust & Investment Management CO | 150 | $16.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 150 | $16.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 135 | $15.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 132 | $14.7K | 0.00% | +113+594.7% | Added |
| Peregrine Capital Management LLC | 129 | $14.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 126 | $14.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 120 | $13.4K | 0.00% | +47+64.4% | Added |
| Colonial Trust Advisors | 113 | $12.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 113 | $12.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 101 | $11.0K | 0.00% | −26−20.5% | Reduced |
| Bruce G. Allen Investments, LLC | 90 | $10.0K | 0.01% | +43+91.5% | Added |
| Meeder Asset Management Inc | 88 | $9.80K | 0.00% | +88 | New |
| Amitell Capital Pte Ltd | 87 | $9.69K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 86 | $9.57K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 74 | $8.24K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 72 | $8.02K | 0.00% | +38+111.8% | Added |
| Cullen/Frost Bankers, Inc. | 70 | $7.79K | 0.00% | +63+900.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $7.46K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 67 | $7.00K | 0.00% | +63+1,575.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 61 | $6.79K | 0.00% | +61 | New |
| WealthCollab, LLC | 58 | $6.46K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 58 | $6.46K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 56 | $6.23K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 56 | $6.23K | 0.00% | +31+124.0% | Added |
| AdvisorNet Financial, Inc | 55 | $6.12K | 0.00% | +24+77.4% | Added |
| Sierra Ocean, LLC | 47 | $5.23K | 0.00% | +35+291.7% | Added |
| Brown Brothers Harriman & Co | 45 | $5.01K | 0.00% | +45 | New |
| Lummis Asset Management, LP | 43 | $4.79K | 0.00% | +43 | New |
| WPG Advisers, LLC | 41 | $4.56K | 0.00% | +37+925.0% | Added |
| Wealth Preservation Advisors, LLC | 40 | $4.45K | 0.00% | +40 | New |
| Armstrong Advisory Group, Inc | 43 | $4.28K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 42 | $4.17K | 0.00% | +42 | New |
| SJS Investment Consulting Inc. | 34 | $3.79K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 33 | $3.67K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $3.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $3.45K | 0.00% | +22+244.4% | Added |
| Spire Wealth Management | 29 | $3.23K | 0.00% | +1+3.6% | Added |
| Olistico Wealth, LLC | 29 | $3.23K | 0.00% | +5+20.8% | Added |
| South State Corp. | 28 | $3.12K | 0.00% | +28 | New |
| Global Financial Private Client, LLC | 26 | $2.89K | 0.00% | +13+100.0% | Added |
| Asset Planning,Inc | 26 | $2.86K | 0.00% | 00.0% | Unchanged |