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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 25 | $2.78K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $2.67K | 0.00% | +24 | New |
| Stonebridge Financial Group, LLC | 24 | $2.67K | 0.00% | −8−25.0% | Reduced |
| Hughes Financial Services, LLC | 23 | $2.59K | 0.00% | +23 | New |
| Rothschild Investment LLC | 23 | $2.56K | 0.00% | +10+76.9% | Added |
| Tortoise Investment Management, LLC | 21 | $2.34K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 20 | $2.23K | 0.00% | +6+42.9% | Added |
| Dunhill Financial, LLC | 18 | $2.03K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $2.00K | 0.00% | +18 | New |
| Cromwell Holdings LLC | 14 | $1.56K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 13 | $1.36K | 0.00% | +8+160.0% | Added |
| HHM Wealth Advisors, LLC | 12 | $1.34K | 0.00% | −1−7.7% | Reduced |
| CoreCap Advisors, LLC | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $1.23K | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $1.11K | 0.00% | +10 | New |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 9 | $1.00K | 0.00% | +9 | New |
| TFC Financial Management | 5 | $557 | 0.00% | −78−94.0% | Reduced |
| MV Capital Management, Inc. | 5 | $557 | 0.00% | −3−37.5% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $557 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $557 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $557 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $556 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 4 | $449 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $447 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $446 | 0.00% | +4 | New |
| Godsey & Gibb Associates | 3 | $334 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $334 | 0.00% | +1+33.3% | Added |
| Mather Group, LLC. | 2 | $223 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 2 | $223 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2 | $223 | 0.00% | +2 | New |
| Atlantic Trust, LLC | 2 | $223 | 0.00% | +2 | New |
| Whittier Trust Co | 2 | $222 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 1 | $111 | 0.00% | −109−99.1% | Reduced |
| Tradewinds Capital Management, LLC | 0 | $9 | 0.00% | −51−100.0% | Reduced |
| Penserra Capital Management LLC | 6 | $0 | 0.00% | +6 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| EnCap Energy Capital Fund IX, L.P. | 0 | $0 | 0.00% | −1,193,382−100.0% | Sold out |
| Encap Energy Capital Fund VIII, L.P. | 0 | $0 | 0.00% | −643,621−100.0% | Sold out |
| Sourcerock Group LLC | 0 | $0 | 0.00% | −467,571−100.0% | Sold out |
| EnCap Partners GP, LLC | 0 | $0 | 0.00% | −435,857−100.0% | Sold out |
| Appaloosa LPSuperinvestorAppaloosa | 0 | $0 | 0.00% | −295,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −280,308−100.0% | Sold out |
| Patient Capital Management, LLC | 0 | $0 | 0.00% | −236,911−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −200,147−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −124,925−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −85,805−100.0% | Sold out |
| OnyxPoint Global Management LP | 0 | $0 | 0.00% | −76,275−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −74,668−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −69,116−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −49,528−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −45,332−100.0% | Sold out |
| Menlo Advisors LLC | 0 | $0 | 0.00% | −37,101−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −32,395−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −30,728−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −26,461−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −22,499−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −19,964−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −19,830−100.0% | Sold out |
| Aft, Forsyth & Sober, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −13,645−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −13,446−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −11,357−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −9,149−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −7,793−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −5,707−100.0% | Sold out |
| Clayton Partners LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −3,332−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,725−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,489−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Pinnacle Wealth Management Group, Inc. | 0 | $0 | 0.00% | −2,283−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −2,218−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −2,093−100.0% | Sold out |
| Pingora Partners LLC | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Summer Road LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Talon Private Wealth, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Wintrust Investments LLC | – | – | – | – | Not filed |