Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 812 institutions
Q1 2021: 118 institutionsQ2 2021: 170 institutionsQ3 2021: 209 institutionsQ4 2021: 268 institutionsQ1 2022: 345 institutionsQ2 2022: 386 institutionsQ3 2022: 436 institutionsQ4 2022: 491 institutionsQ1 2023: 459 institutionsQ2 2023: 457 institutionsQ3 2023: 479 institutionsQ4 2023: 467 institutionsQ1 2024: 495 institutionsQ2 2024: 470 institutionsQ3 2024: 467 institutionsQ4 2024: 641 institutionsQ1 2025: 737 institutionsQ2 2025: 812 institutionsQ3 2025: 764 institutionsQ4 2025: 871 institutionsQ1 2026: 899 institutionsQ2 2026: 854 institutions
Value heldQ2 2025: $25.2B
Q1 2021: $4.08BQ2 2021: $5.64BQ3 2021: $6.79BQ4 2021: $8.47BQ1 2022: $12.1BQ2 2022: $10.8BQ3 2022: $12.3BQ4 2022: $12.3BQ1 2023: $9.73BQ2 2023: $10.9BQ3 2023: $11.8BQ4 2023: $10.2BQ1 2024: $12.6BQ2 2024: $11.8BQ3 2024: $12.9BQ4 2024: $22.6BQ1 2025: $24.7BQ2 2025: $25.2BQ3 2025: $23.7BQ4 2025: $24.6BQ1 2026: $24.0BQ2 2026: $20.0B
Institutions holding EXE and their total value by quarter
QuarterHoldersValue
Q2 2026854$20.0B
Q1 2026899$24.0B
Q4 2025871$24.6B
Q3 2025764$23.7B
Q2 2025812$25.2B
Q1 2025737$24.7B
Q4 2024641$22.6B
Q3 2024467$12.9B
Q2 2024470$11.8B
Q1 2024495$12.6B
Q4 2023467$10.2B
Q3 2023479$11.8B
Q2 2023457$10.9B
Q1 2023459$9.73B
Q4 2022491$12.3B
Q3 2022436$12.3B
Q2 2022386$10.8B
Q1 2022345$12.1B
Q4 2021268$8.47B
Q3 2021209$6.79B
Q2 2021170$5.64B
Q1 2021118$4.08B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2025.

Institutions holding EXE in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Mount Yale Investment Advisors, LLC178$20.8K0.00%+178New
CBIZ Investment Advisory Services, LLC173$20.2K0.00%00.0%Unchanged
Bell Investment Advisors, Inc166$19.4K0.00%00.0%Unchanged
Clearstead Advisors, LLC165$19.3K0.00%+165New
Annis Gardner Whiting Capital Advisors, LLC161$18.8K0.01%+94+140.3%Added
Anchor Investment Management, LLC160$18.7K0.00%−5−3.0%Reduced
Aventura Private Wealth, LLC154$18.0K0.01%00.0%Unchanged
South Dakota Investment Council157$18.0K0.00%−2,323−93.7%Reduced
NewSquare Capital LLC153$17.9K0.00%+21+15.9%Added
Vision Financial Markets LLC152$17.7K0.02%+1+0.7%Added
Indiana Trust & Investment Management CO150$17.5K0.01%00.0%Unchanged
Private Wealth Management Group, LLC150$17.5K0.01%00.0%Unchanged
Lazard Asset Management LLC150$17.0K0.00%−1,105−88.0%Reduced
Harbour Investments, Inc.145$17.0K0.00%−100−40.8%Reduced
Clear Street Markets LLC145$17.0K0.01%+145New
Twin Peaks Wealth Advisors, LLC170$16.3K0.01%+170New
Farmers & Merchants Investments Inc135$15.8K0.00%−17−11.2%Reduced
Concord Wealth Partners132$15.4K0.00%+132New
Peregrine Capital Management LLC129$15.1K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.126$14.7K0.00%00.0%Unchanged
First United Bank Trust120$14.0K0.00%00.0%Unchanged
Colonial Trust Advisors113$13.2K0.00%00.0%Unchanged
Millstone Evans Group, LLC113$13.2K0.01%00.0%Unchanged
Private Trust Co NA109$12.7K0.00%−51−31.9%Reduced
Wolverine Asset Management LLC105$12.3K0.00%+105New
Raffa Wealth Management, LLC104$12.2K0.00%+104New
Meeder Asset Management Inc103$12.0K0.00%+15+17.0%Added
Capital Advisors, Ltd. LLC106$12.0K0.00%+5+5.0%Added
Oliver Lagore Vanvalin Investment Group105$11.7K0.00%+105New
Amitell Capital Pte Ltd87$10.2K0.01%00.0%Unchanged
Sierra Ocean, LLC87$10.2K0.01%+40+85.1%Added
Peoples Financial Services Corp.86$10.1K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC74$8.65K0.00%00.0%Unchanged
Activest Wealth Management73$8.54K0.00%+69+1,725.0%Added
ORG Partners LLC73$8.11K0.00%+31+73.8%Added
Marshall & Sterling Wealth Advisors Inc.61$7.13K0.00%00.0%Unchanged
WealthCollab, LLC58$6.78K0.00%00.0%Unchanged
Atlas Capital Advisors LLC58$6.78K0.00%00.0%Unchanged
Painted Porch Advisors LLC56$6.55K0.00%00.0%Unchanged
CoreCap Advisors, LLC52$6.08K0.00%+41+372.7%Added
Leonteq Securities AG48$5.61K0.00%−330−87.3%Reduced
Bruce G. Allen Investments, LLC47$5.50K0.00%−43−47.8%Reduced
Spire Wealth Management47$5.50K0.00%+18+62.1%Added
Howard Hughes Medical Institute45$5.26K0.00%+45New
Armstrong Advisory Group, Inc43$5.03K0.00%00.0%Unchanged
Lummis Asset Management, LP43$5.03K0.00%00.0%Unchanged
Hantz Financial Services, Inc.46$5.00K0.00%−21−31.3%Reduced
Cromwell Holdings LLC40$4.68K0.00%+26+185.7%Added
Olistico Wealth, LLC38$4.44K0.00%+9+31.0%Added
South State Corp.38$4.44K0.00%+10+35.7%Added
Prestige Wealth Management Group LLC37$4.33K0.00%+5+15.6%Added
Rothschild Investment LLC37$4.33K0.00%+14+60.9%Added
Dogwood Wealth Management LLC39$4.15K0.00%+39New
True Wealth Design, LLC35$4.09K0.00%+4+12.9%Added
Riggs Asset Managment Co. Inc.35$4.09K0.00%+35New
Alerus Financial NA34$3.98K0.00%+34New
Putney Financial Group LLC33$3.86K0.00%00.0%Unchanged
AdvisorNet Financial, Inc30$3.51K0.00%−25−45.5%Reduced
Tortoise Investment Management, LLC28$3.27K0.00%+7+33.3%Added
Ogorek Anthony Joseph30$3.00K0.00%+21+233.3%Added
LMR Partners LLP25$2.92K0.00%00.0%Unchanged
Asset Planning,Inc25$2.88K0.00%−1−3.8%Reduced
Copia Wealth Management24$2.81K0.00%+24New
Dunhill Financial, LLC23$2.78K0.00%+5+27.8%Added
Rialto Wealth Management, LLC23$2.69K0.00%−1−4.2%Reduced
Family Legacy Financial Solutions, LLC22$2.58K0.00%+22New
Wealth Preservation Advisors, LLC22$2.57K0.00%−18−45.0%Reduced
SJS Investment Consulting Inc.21$2.46K0.00%−13−38.2%Reduced
UMA Financial Services, Inc.21$2.46K0.00%+21New
Fortitude Family Office, LLC21$2.46K0.00%+21New
Manchester Capital Management LLC18$2.10K0.00%00.0%Unchanged
MV Capital Management, Inc.18$2.10K0.00%+13+260.0%Added
Rakuten Securities, Inc.16$1.87K0.00%−40−71.4%Reduced
Pinnacle Bancorp, Inc.16$1.87K0.00%+16New
Talon Private Wealth, LLC16$1.87K0.00%+16New
Motco16$1.68K0.00%+16New
Principia Wealth Advisory, LLC14$1.64K0.00%+3+27.3%Added
Cornerstone Planning Group LLC16$1.62K0.00%+3+23.1%Added
Essential Partners LLC13$1.52K0.00%+13New
HHM Wealth Advisors, LLC12$1.40K0.00%00.0%Unchanged
Hughes Financial Services, LLC13$1.32K0.00%−10−43.5%Reduced
Bare Financial Services, Inc11$1.29K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC11$1.29K0.00%+6+120.0%Added
Financial Management Professionals, Inc.11$1.29K0.00%+10+1,000.0%Added
Clark Wealth Partners11$1.29K0.00%+11New
Stephens Consulting, LLC10$1.17K0.00%+10New
Avion Wealth9$1.00K0.00%−5−35.7%Reduced
Transce3nd, LLC8$9360.00%+6+300.0%Added
Kayne Anderson Rudnick Investment Management LLC8$9360.00%+8New
HFM Investment Advisors, LLC7$8190.00%+3+75.0%Added
Quaker Wealth Management, LLC7$8190.00%+7New
Raleigh Capital Management Inc.5$5880.00%+5New
TFC Financial Management5$5850.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$5850.00%00.0%Unchanged
WealthTrak Capital Management LLC5$5850.00%00.0%Unchanged
American Capital Advisory, LLC5$5850.00%+5New
DecisionPoint Financial, LLC5$5560.00%+5New
Colonial Trust Co4$4760.00%+4New
Valued Wealth Advisors LLC4$4710.00%00.0%Unchanged
WPG Advisers, LLC4$4680.00%−37−90.2%Reduced