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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Texas Bank & Trust Co | 1,988 | $232.5K | 0.09% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,000 | $233.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,000 | $233.9K | 0.03% | +2,000 | New |
| Modera Wealth Management, LLC | 2,006 | $234.6K | 0.00% | −2−0.1% | Reduced |
| Fifth Third Bancorp | 2,008 | $234.8K | 0.00% | +666+49.6% | Added |
| Summit Trail Advisors, LLC | 2,010 | $235.0K | 0.00% | +2,010 | New |
| Skopos Labs, Inc. | 2,023 | $236.5K | 0.03% | +9+0.4% | Added |
| Stratos Wealth Partners, LTD. | 2,036 | $238.1K | 0.00% | −685−25.2% | Reduced |
| One + One Wealth Management, LLC | 2,038 | $238.3K | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 2,042 | $238.8K | 0.12% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,052 | $240.0K | 0.00% | +2,052 | New |
| Jones Financial Companies LLLP | 2,040 | $242.6K | 0.00% | +496+32.1% | Added |
| Resources Investment Advisors, LLC. | 2,076 | $242.8K | 0.00% | +135+7.0% | Added |
| Portside Wealth Group, LLC | 2,084 | $243.7K | 0.04% | +2,084 | New |
| Patton Fund Management, Inc. | 2,091 | $244.5K | 0.05% | +2,091 | New |
| Bayesian Capital Management, LP | 2,100 | $245.6K | 0.04% | −8,300−79.8% | Reduced |
| Quarry LP | 2,118 | $247.7K | 0.06% | +1,867+743.8% | Added |
| E&G Advisors, LP | 2,123 | $248.3K | 0.06% | −200−8.6% | Reduced |
| Breakwater Capital Group | 2,145 | $250.8K | 0.04% | +2,145 | New |
| Cigna Investments Inc | 2,163 | $253.0K | 0.04% | −120−5.3% | Reduced |
| Moors & Cabot, Inc. | 2,204 | $257.7K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,219 | $259.5K | 0.11% | +2,219 | New |
| Teza Capital Management LLC | 2,258 | $264.1K | 0.20% | −331−12.8% | Reduced |
| Sequoia Financial Advisors, LLC | 2,275 | $266.1K | 0.00% | +348+18.1% | Added |
| DRW Securities, LLC | 2,289 | $267.8K | 0.02% | +2,289 | New |
| Transcend Wealth Collective, LLC | 2,298 | $268.7K | 0.02% | +14+0.6% | Added |
| Dynamic Technology Lab Private Ltd | 2,302 | $269.0K | 0.04% | +2,302 | New |
| Bartlett & Co. Wealth Management LLC | 2,315 | $270.7K | 0.00% | +2+0.1% | Added |
| Coldstream Capital Management Inc | 2,316 | $270.9K | 0.00% | +82+3.7% | Added |
| Belpointe Asset Management LLC | 2,316 | $270.9K | 0.01% | −104−4.3% | Reduced |
| Independent Financial Group, LLC | 2,334 | $272.9K | 0.01% | +355+17.9% | Added |
| 111 Capital | 2,336 | $273.2K | 0.05% | +2,336 | New |
| Ballentine Partners, LLC | 2,350 | $274.8K | 0.00% | +287+13.9% | Added |
| V-Square Quantitative Management LLC | 2,354 | $275.3K | 0.04% | +345+17.2% | Added |
| CWM Advisors, LLC | 2,359 | $275.9K | 0.03% | −446−15.9% | Reduced |
| Principal Securities, Inc. | 2,359 | $275.9K | 0.01% | +1,366+137.6% | Added |
| Corsair Capital Management, L.P. | 2,362 | $276.2K | 0.05% | 00.0% | Unchanged |
| Quest Partners LLC | 2,370 | $277.1K | 0.03% | −6,097−72.0% | Reduced |
| MBB Public Markets I LLC | 2,385 | $278.9K | 0.03% | −545−18.6% | Reduced |
| Wedbush Securities Inc | 2,398 | $280.0K | 0.01% | +514+27.3% | Added |
| Washburn Capital Management, Inc. | 2,400 | $280.7K | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,412 | $282.0K | 0.01% | +283+13.3% | Added |
| Essex Savings Bank | 2,420 | $283.0K | 0.07% | +121+5.3% | Added |
| Oakworth Capital, Inc. | 2,435 | $284.7K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,449 | $286.4K | 0.03% | −7,907−76.4% | Reduced |
| Wealthfront Advisers LLC | 2,479 | $289.9K | 0.00% | +2,479 | New |
| Park Avenue Securities LLC | 2,485 | $291.0K | 0.00% | −31−1.2% | Reduced |
| Blair William & Co | 2,491 | $291.3K | 0.00% | −965−27.9% | Reduced |
| Meeder Advisory Services, Inc. | 2,494 | $291.6K | 0.02% | +521+26.4% | Added |
| Oak Harvest Investment Services | 2,526 | $295.4K | 0.04% | +12+0.5% | Added |
| Signaturefd, LLC | 2,530 | $295.9K | 0.01% | +134+5.6% | Added |
| Quantitative Investment Management, LLC | 2,537 | $296.0K | 0.04% | −451−15.1% | Reduced |
| Chickasaw Capital Management LLC | 2,534 | $296.0K | 0.01% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,597 | $303.7K | 0.23% | +2,597 | New |
| Mraz, Amerine & Associates, Inc. | 2,601 | $304.2K | 0.05% | +2,601 | New |
| Guidance Capital, Inc | 3,010 | $307.0K | 0.09% | −1,734−36.6% | Reduced |
| State of Wyoming | 2,630 | $307.6K | 0.04% | +2,630 | New |
| AE Wealth Management LLC | 2,690 | $314.7K | 0.00% | −2,040−43.1% | Reduced |
| Terril Brothers, Inc. | 2,700 | $315.7K | 0.12% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,718 | $317.9K | 0.04% | +21+0.8% | Added |
| Colony Group, LLC | 2,723 | $318.4K | 0.00% | +878+47.6% | Added |
| Brown Advisory Inc | 2,736 | $319.9K | 0.00% | −193−6.6% | Reduced |
| Montgomery Investment Management Inc | 2,740 | $320.4K | 0.12% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,754 | $322.1K | 0.01% | −2,251−45.0% | Reduced |
| Blackstone Group Inc. | 2,762 | $323.0K | 0.00% | −5,705,571−100.0% | Reduced |
| Eisler Capital Management Ltd. | 2,876 | $336.2K | 0.01% | +2,876 | New |
| Arcus Capital Partners, LLC | 2,894 | $338.4K | 0.15% | −151−5.0% | Reduced |
| Frank, Rimerman Advisors LLC | 2,933 | $343.0K | 0.02% | +2,933 | New |
| Advisors Asset Management, Inc. | 2,942 | $344.0K | 0.01% | −3,980−57.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,000 | $350.8K | 0.01% | +3,000 | New |
| NJ State Employees Deferred Compensation Plan | 3,034 | $354.8K | 0.04% | 00.0% | Unchanged |
| Hara Capital LLC | 3,045 | $356.1K | 0.22% | −28,310−90.3% | Reduced |
| Blueshift Asset Management, LLC | 3,047 | $356.3K | 0.11% | +3,047 | New |
| First Citizens Bank & Trust Co | 3,053 | $357.0K | 0.01% | −10.0% | Reduced |
| Kestra Private Wealth Services, LLC | 3,069 | $358.9K | 0.01% | +3,069 | New |
| Occudo Quantitative Strategies LP | 3,077 | $359.8K | 0.04% | −30,709−90.9% | Reduced |
| CWM, LLC | 3,107 | $363.0K | 0.00% | +480+18.3% | Added |
| Ritholtz Wealth Management | 3,111 | $363.8K | 0.01% | +812+35.3% | Added |
| Wealthcare Advisory Partners LLC | 3,114 | $364.2K | 0.01% | −7−0.2% | Reduced |
| Farther Finance Advisors, LLC | 3,202 | $374.5K | 0.01% | −694−17.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,223 | $376.9K | 0.00% | +629+24.2% | Added |
| Argentarii, LLC | 3,226 | $377.4K | 0.17% | −19−0.6% | Reduced |
| Hohimer Wealth Management, LLC | 3,313 | $387.4K | 0.07% | −2−0.1% | Reduced |
| Landscape Capital Management, L.L.C. | 3,349 | $391.6K | 0.03% | +501+17.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,351 | $391.9K | 0.00% | +427+14.6% | Added |
| Truist Financial Corp | 3,413 | $399.1K | 0.00% | −217−6.0% | Reduced |
| Algert Global LLC | 3,413 | $399.1K | 0.01% | +3,413 | New |
| Cresset Asset Management, LLC | 3,417 | $399.6K | 0.00% | −18,284−84.3% | Reduced |
| Simmons Bank | 3,445 | $402.9K | 0.03% | +715+26.2% | Added |
| William Blair Investment Management, LLC | 3,448 | $403.2K | 0.00% | +3,448 | New |
| HB Wealth Management, LLC | 3,448 | $403.3K | 0.00% | +191+5.9% | Added |
| Shell Asset Management Co | 3,451 | $404.0K | 0.01% | +119+3.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,485 | $407.5K | 0.01% | +24+0.7% | Added |
| Canada Post Corp Registered Pension Plan | 3,500 | $409.3K | 0.02% | +3,500 | New |
| Americana Partners, LLC | 3,524 | $412.1K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 3,636 | $425.2K | 0.00% | −159−4.2% | Reduced |
| GAMMA Investing LLC | 3,657 | $427.6K | 0.03% | +711+24.1% | Added |
| Gladstone Institutional Advisory LLC | 3,692 | $431.7K | 0.02% | +3,692 | New |
| Atomi Financial Group, Inc. | 3,750 | $438.5K | 0.02% | +694+22.7% | Added |
| IFP Advisors, Inc | 3,257 | $438.7K | 0.01% | +27+0.8% | Added |