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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 2,040 | $242.6K | 0.00% | +496+32.1% | Added |
| Crossmark Global Holdings, Inc. | 2,052 | $240.0K | 0.00% | +2,052 | New |
| Ironwood Investment Management LLC | 2,042 | $238.8K | 0.12% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,038 | $238.3K | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,036 | $238.1K | 0.00% | −685−25.2% | Reduced |
| Skopos Labs, Inc. | 2,023 | $236.5K | 0.03% | +9+0.4% | Added |
| Summit Trail Advisors, LLC | 2,010 | $235.0K | 0.00% | +2,010 | New |
| Fifth Third Bancorp | 2,008 | $234.8K | 0.00% | +666+49.6% | Added |
| Modera Wealth Management, LLC | 2,006 | $234.6K | 0.00% | −2−0.1% | Reduced |
| 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 |
| Texas Bank & Trust Co | 1,988 | $232.5K | 0.09% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,988 | $232.5K | 0.01% | +1,988 | New |
| Florida Financial Advisors, LLC | 1,964 | $229.6K | 0.08% | −141−6.7% | Reduced |
| Wetherby Asset Management Inc | 1,961 | $229.3K | 0.01% | +1,961 | New |
| Ieq Capital, LLC | 1,954 | $228.5K | 0.00% | +1,954 | New |
| Uncommon Cents Investing LLC | 1,945 | $227.4K | 0.06% | +110+6.0% | Added |
| EverSource Wealth Advisors, LLC | 1,922 | $224.8K | 0.01% | +993+106.9% | Added |
| Modern Wealth Management, LLC | 1,911 | $223.5K | 0.01% | +1,911 | New |
| Panagora Asset Management Inc | 1,865 | $218.1K | 0.00% | −31,307−94.4% | Reduced |
| M.E. Allison & Co., Inc. | 1,863 | $217.9K | 0.18% | 00.0% | Unchanged |
| Atria Investments LLC | 1,858 | $217.3K | 0.00% | +1,858 | New |
| Parallel Advisors, LLC | 1,811 | $211.8K | 0.00% | −754−29.4% | Reduced |
| Fiduciary Trust Co | 1,811 | $211.8K | 0.00% | +1,811 | New |
| Ronald Blue Trust, Inc. | 1,807 | $211.3K | 0.00% | −1−0.1% | Reduced |
| Huntington National Bank | 1,804 | $211.0K | 0.00% | +1+0.1% | Added |
| Knollwood Investment Advisory, LLC | 1,800 | $210.5K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,787 | $209.4K | 0.00% | +1,787 | New |
| Keybank National Association | 1,789 | $209.2K | 0.00% | +1,789 | New |
| Vise Technologies, Inc. | 1,788 | $209.1K | 0.01% | +1,788 | New |
| Moody Aldrich Partners LLC | 1,781 | $208.3K | 0.04% | −28−1.5% | Reduced |
| Prelude Capital Management, LLC | 1,772 | $207.2K | 0.02% | +1,772 | New |
| TD Private Client Wealth LLC | 1,751 | $204.8K | 0.01% | +449+34.5% | Added |
| Corton Capital Inc. | 1,733 | $202.7K | 0.24% | +1,733 | New |
| Altshuler Shaham Ltd | 1,668 | $195.1K | 0.01% | +1,668 | New |
| Larson Financial Group LLC | 1,630 | $190.6K | 0.01% | +672+70.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,610 | $189.0K | 0.08% | −5,000−75.6% | Reduced |
| Allworth Financial LP | 1,474 | $172.4K | 0.00% | +914+163.2% | Added |
| Exchange Traded Concepts, LLC | 1,420 | $166.1K | 0.00% | −2,248−61.3% | Reduced |
| Virtus Investment Advisers, Inc. | 1,406 | $164.4K | 0.06% | −174−11.0% | Reduced |
| Archer Investment Corp | 1,325 | $154.9K | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,295 | $151.4K | 0.01% | +29+2.3% | Added |
| Solstein Capital, LLC | 1,243 | $145.4K | 0.07% | +29+2.4% | Added |
| Ostrum Asset Management | 1,177 | $137.6K | 0.01% | −34−2.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,123 | $131.3K | 0.01% | +1,123 | New |
| Ci Investments Inc. | 1,065 | $125.0K | 0.00% | +226+26.9% | Added |
| Caitong International Asset Management Co., Ltd | 1,064 | $124.4K | 0.09% | +1,064 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,000 | $116.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 981 | $114.0K | 0.00% | +308+45.8% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $105.2K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 896 | $104.8K | 0.00% | +173+23.9% | Added |
| SBI Securities Co., Ltd. | 886 | $103.6K | 0.00% | −9−1.0% | Reduced |
| Geneos Wealth Management Inc. | 861 | $100.7K | 0.00% | +151+21.3% | Added |
| Payden & Rygel | 853 | $100.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 848 | $99.2K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 837 | $97.9K | 0.09% | −152−15.4% | Reduced |
| Global Retirement Partners, LLC | 816 | $95.4K | 0.00% | +816 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 790 | $92.4K | 0.03% | +240+43.6% | Added |
| Parkside Financial Bank & Trust | 778 | $91.0K | 0.01% | +112+16.8% | Added |
| Deseret Mutual Benefit Administrators | 764 | $89.3K | 0.04% | 00.0% | Unchanged |
| Amplify Investments, LLC | 756 | $88.4K | 2.41% | +756 | New |
| 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 |
| Sentry Investment Management LLC | 702 | $75.0K | 0.04% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 625 | $73.1K | 0.01% | +2+0.3% | Added |
| MAI Capital Management | 605 | $70.7K | 0.00% | +339+127.4% | Added |
| ORG Wealth Partners, LLC | 634 | $70.5K | 0.02% | +634 | New |
| Intact Investment Management Inc. | 600 | $70.2K | 0.00% | +600 | New |
| Onefund, LLC | 597 | $70.0K | 0.05% | +597 | New |
| Versant Capital Management, Inc | 585 | $68.4K | 0.01% | +1+0.2% | Added |
| SRS Capital Advisors, Inc. | 547 | $64.0K | 0.00% | +364+198.9% | Added |
| Piscataqua Savings Bank | 520 | $60.8K | 0.05% | 00.0% | Unchanged |
| 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 |
| Caption Management, LLC | 414 | $48.4K | 0.00% | +414 | New |
| Rise Advisors, LLC | 408 | $47.7K | 0.02% | +15+3.8% | Added |
| Pinnacle Holdings, LLC | 392 | $45.8K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 386 | $45.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 368 | $43.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 346 | $40.5K | 0.00% | +301+668.9% | Added |
| Cullen/Frost Bankers, Inc. | 332 | $38.8K | 0.00% | +262+374.3% | Added |
| Kestra Investment Management, LLC | 335 | $37.4K | 0.00% | +26+8.4% | 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 |
| JFS Wealth Advisors, LLC | 305 | $35.7K | 0.00% | +170+125.9% | Added |
| GW&K Investment Management, LLC | 270 | $32.0K | 0.00% | +90+50.0% | Added |
| Pinney & Scofield, Inc. | 260 | $30.4K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 256 | $29.9K | 0.00% | +184+255.6% | Added |
| Smartleaf Asset Management LLC | 234 | $27.8K | 0.00% | −187−44.4% | Reduced |
| Umb Bank N A | 234 | $27.4K | 0.00% | −1,019−81.3% | Reduced |
| Hemington Wealth Management | 233 | $27.0K | 0.00% | +13+5.9% | Added |
| Cheviot Value Management, LLC | 265 | $26.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 216 | $25.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 211 | $24.7K | 0.00% | +211 | New |
| First Horizon Advisors, Inc. | 209 | $24.4K | 0.00% | −40−16.1% | Reduced |
| Red Tortoise LLC | 202 | $23.6K | 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 |
| Covestor Ltd | 192 | $23.0K | 0.01% | 00.0% | Unchanged |