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; 853 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, Q2 2025
Institutional positions in Expand Energy Corp as of Jun 30, 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
- 812
- +82 vs. Q1 2025
- Shares held
- 215.9M
- −6.06M (−2.7%) vs. Q1 2025
- Total value
- $25.2B
- +$530.2M (+2.1%) vs. Q1 2025
- New holders
- 151
- 324 more added
- Sold out
- 69
- 234 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 853 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 150 | $17.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 150 | $17.5K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 152 | $17.7K | 0.02% | +1+0.7% | Added |
| NewSquare Capital LLC | 153 | $17.9K | 0.00% | +21+15.9% | Added |
| South Dakota Investment Council | 157 | $18.0K | 0.00% | −2,323−93.7% | Reduced |
| Aventura Private Wealth, LLC | 154 | $18.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 160 | $18.7K | 0.00% | −5−3.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 161 | $18.8K | 0.01% | +94+140.3% | Added |
| Clearstead Advisors, LLC | 165 | $19.3K | 0.00% | +165 | New |
| Bell Investment Advisors, Inc | 166 | $19.4K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 173 | $20.2K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 178 | $20.8K | 0.00% | +178 | New |
| Covestor Ltd | 192 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $23.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $23.4K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 202 | $23.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 209 | $24.4K | 0.00% | −40−16.1% | Reduced |
| Ameritas Advisory Services, LLC | 211 | $24.7K | 0.00% | +211 | New |
| Truvestments Capital LLC | 216 | $25.3K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 265 | $26.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 233 | $27.0K | 0.00% | +13+5.9% | Added |
| Umb Bank N A | 234 | $27.4K | 0.00% | −1,019−81.3% | Reduced |
| Smartleaf Asset Management LLC | 234 | $27.8K | 0.00% | −187−44.4% | Reduced |
| Assetmark, Inc | 256 | $29.9K | 0.00% | +184+255.6% | Added |
| Pinney & Scofield, Inc. | 260 | $30.4K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 270 | $32.0K | 0.00% | +90+50.0% | Added |
| JFS Wealth Advisors, LLC | 305 | $35.7K | 0.00% | +170+125.9% | Added |
| TCTC Holdings, LLC | 309 | $36.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 309 | $36.1K | 0.00% | +20+6.9% | Added |
| Kestra Investment Management, LLC | 335 | $37.4K | 0.00% | +26+8.4% | Added |
| Cullen/Frost Bankers, Inc. | 332 | $38.8K | 0.00% | +262+374.3% | Added |
| Brown Brothers Harriman & Co | 346 | $40.5K | 0.00% | +301+668.9% | Added |
| Key Financial Inc | 368 | $43.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 386 | $45.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 392 | $45.8K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 408 | $47.7K | 0.02% | +15+3.8% | Added |
| Caption Management, LLC | 414 | $48.4K | 0.00% | +414 | New |
| Adirondack Trust Co | 500 | $58.5K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 500 | $58.5K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $58.5K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 520 | $60.8K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 547 | $64.0K | 0.00% | +364+198.9% | Added |
| Versant Capital Management, Inc | 585 | $68.4K | 0.01% | +1+0.2% | Added |
| Onefund, LLC | 597 | $70.0K | 0.05% | +597 | New |
| Intact Investment Management Inc. | 600 | $70.2K | 0.00% | +600 | New |
| ORG Wealth Partners, LLC | 634 | $70.5K | 0.02% | +634 | New |
| MAI Capital Management | 605 | $70.7K | 0.00% | +339+127.4% | Added |
| Stone House Investment Management, LLC | 625 | $73.1K | 0.01% | +2+0.3% | Added |
| Sentry Investment Management LLC | 702 | $75.0K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 653 | $76.4K | 0.02% | −35−5.1% | Reduced |
| Chilton Capital Management LLC | 653 | $76.4K | 0.00% | 00.0% | Unchanged |
| Amplify Investments, LLC | 756 | $88.4K | 2.41% | +756 | New |
| Deseret Mutual Benefit Administrators | 764 | $89.3K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 778 | $91.0K | 0.01% | +112+16.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 790 | $92.4K | 0.03% | +240+43.6% | Added |
| Global Retirement Partners, LLC | 816 | $95.4K | 0.00% | +816 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 837 | $97.9K | 0.09% | −152−15.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 848 | $99.2K | 0.02% | 00.0% | Unchanged |
| Payden & Rygel | 853 | $100.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 861 | $100.7K | 0.00% | +151+21.3% | Added |
| SBI Securities Co., Ltd. | 886 | $103.6K | 0.00% | −9−1.0% | Reduced |
| Massmutual Trust Co FSB | 896 | $104.8K | 0.00% | +173+23.9% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $105.2K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 981 | $114.0K | 0.00% | +308+45.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,000 | $116.9K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,064 | $124.4K | 0.09% | +1,064 | New |
| Ci Investments Inc. | 1,065 | $125.0K | 0.00% | +226+26.9% | Added |
| Parallax Volatility Advisers, L.P. | 1,123 | $131.3K | 0.01% | +1,123 | New |
| Ostrum Asset Management | 1,177 | $137.6K | 0.01% | −34−2.8% | Reduced |
| Solstein Capital, LLC | 1,243 | $145.4K | 0.07% | +29+2.4% | Added |
| Siemens Fonds Invest GmbH | 1,295 | $151.4K | 0.01% | +29+2.3% | Added |
| Archer Investment Corp | 1,325 | $154.9K | 0.04% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,406 | $164.4K | 0.06% | −174−11.0% | Reduced |
| Exchange Traded Concepts, LLC | 1,420 | $166.1K | 0.00% | −2,248−61.3% | Reduced |
| Allworth Financial LP | 1,474 | $172.4K | 0.00% | +914+163.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,610 | $189.0K | 0.08% | −5,000−75.6% | Reduced |
| Larson Financial Group LLC | 1,630 | $190.6K | 0.01% | +672+70.1% | Added |
| Altshuler Shaham Ltd | 1,668 | $195.1K | 0.01% | +1,668 | New |
| Corton Capital Inc. | 1,733 | $202.7K | 0.24% | +1,733 | New |
| TD Private Client Wealth LLC | 1,751 | $204.8K | 0.01% | +449+34.5% | Added |
| Prelude Capital Management, LLC | 1,772 | $207.2K | 0.02% | +1,772 | New |
| Moody Aldrich Partners LLC | 1,781 | $208.3K | 0.04% | −28−1.5% | Reduced |
| Vise Technologies, Inc. | 1,788 | $209.1K | 0.01% | +1,788 | New |
| Keybank National Association | 1,789 | $209.2K | 0.00% | +1,789 | New |
| Buckingham Strategic Partners | 1,787 | $209.4K | 0.00% | +1,787 | New |
| Knollwood Investment Advisory, LLC | 1,800 | $210.5K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,804 | $211.0K | 0.00% | +1+0.1% | Added |
| Ronald Blue Trust, Inc. | 1,807 | $211.3K | 0.00% | −1−0.1% | Reduced |
| Fiduciary Trust Co | 1,811 | $211.8K | 0.00% | +1,811 | New |
| Parallel Advisors, LLC | 1,811 | $211.8K | 0.00% | −754−29.4% | Reduced |
| Atria Investments LLC | 1,858 | $217.3K | 0.00% | +1,858 | New |
| M.E. Allison & Co., Inc. | 1,863 | $217.9K | 0.18% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,865 | $218.1K | 0.00% | −31,307−94.4% | Reduced |
| Modern Wealth Management, LLC | 1,911 | $223.5K | 0.01% | +1,911 | New |
| EverSource Wealth Advisors, LLC | 1,922 | $224.8K | 0.01% | +993+106.9% | Added |
| Uncommon Cents Investing LLC | 1,945 | $227.4K | 0.06% | +110+6.0% | Added |
| Ieq Capital, LLC | 1,954 | $228.5K | 0.00% | +1,954 | New |
| Wetherby Asset Management Inc | 1,961 | $229.3K | 0.01% | +1,961 | New |
| Florida Financial Advisors, LLC | 1,964 | $229.6K | 0.08% | −141−6.7% | Reduced |
| Stonegate Investment Group, LLC | 1,988 | $232.5K | 0.01% | +1,988 | New |