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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; 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, Q3 2025

Institutional positions in Expand Energy Corp as of Sep 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
764
−40 vs. Q2 2025
Shares held
223.2M
+7.38M (+3.4%) vs. Q2 2025
Total value
$23.7B
−$1.50B (−6.0%) vs. Q2 2025
New holders
104
315 more added
Sold out
144
234 more reduced

8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 764 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: 853 institutions
Value heldQ3 2025: $23.7B
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 2026853$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, Q3 2025

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2025.

Institutions holding EXE in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth9$00.00%00.0%Unchanged
Tradewinds Capital Management, LLC0$90.00%0Unchanged
Financial Management Professionals, Inc.1$1060.00%−10−90.9%Reduced
IMA Wealth, Inc.2$2120.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$2120.00%00.0%Unchanged
Guerra Advisors Inc2$2120.00%+2New
Davis Capital Management3$3190.00%+3New
HFM Investment Advisors, LLC4$4250.00%−3−42.9%Reduced
WPG Advisers, LLC4$4250.00%00.0%Unchanged
Valued Wealth Advisors LLC4$4280.00%00.0%Unchanged
Wealth Watch Advisors, INC5$5310.00%+5New
Rialto Wealth Management, LLC5$5320.00%−18−78.3%Reduced
MV Capital Management, Inc.5$5320.00%−13−72.2%Reduced
DecisionPoint Financial, LLC5$5460.00%00.0%Unchanged
Quaker Wealth Management, LLC6$6380.00%−1−14.3%Reduced
Manchester Capital Management LLC7$7440.00%−11−61.1%Reduced
Kayne Anderson Rudnick Investment Management LLC8$8500.00%00.0%Unchanged
Cloud Capital Management, LLC17$1.00K0.00%+17New
Bare Financial Services, Inc11$1.17K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC11$1.17K0.00%+11New
Cromwell Holdings LLC12$1.27K0.00%−28−70.0%Reduced
Principia Wealth Advisory, LLC12$1.27K0.00%−2−14.3%Reduced
Albion Financial Group12$1.27K0.00%+12New
CoreCap Advisors, LLC14$1.49K0.00%−38−73.1%Reduced
Hughes Financial Services, LLC13$1.49K0.00%00.0%Unchanged
Activest Wealth Management14$1.50K0.00%−59−80.8%Reduced
ZRC Wealth Management, LLC15$1.59K0.00%+15New
Clark Wealth Partners15$1.66K0.00%+4+36.4%Added
GWM Advisors LLC16$1.69K0.00%−6,857−99.8%Reduced
Bay Harbor Wealth Management, LLC16$1.70K0.00%+5+45.5%Added
Motco16$1.70K0.00%00.0%Unchanged
Eastern Bank17$1.81K0.00%+17New
SJS Investment Consulting Inc.18$1.91K0.00%−3−14.3%Reduced
Penserra Capital Management LLC21$2.00K0.00%+15+250.0%Added
TFC Financial Management20$2.13K0.00%+15+300.0%Added
Wealth Preservation Advisors, LLC22$2.34K0.00%00.0%Unchanged
Family Legacy Financial Solutions, LLC22$2.35K0.00%00.0%Unchanged
South State Corp.23$2.44K0.00%−15−39.5%Reduced
Dunhill Financial, LLC24$2.52K0.00%+1+4.3%Added
Copia Wealth Management24$2.55K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC24$2.55K0.00%+24New
Asset Planning,Inc25$2.62K0.00%00.0%Unchanged
Marquette Asset Management, LLC25$2.66K0.00%+25New
AdvisorNet Financial, Inc27$2.87K0.00%−3−10.0%Reduced
Heartwood Wealth Advisors LLC27$2.87K0.00%+27New
Prestige Wealth Management Group LLC29$3.08K0.00%−8−21.6%Reduced
Tortoise Investment Management, LLC29$3.08K0.00%+1+3.6%Added
Pinnacle Bancorp, Inc.30$3.19K0.00%+14+87.5%Added
Abound Wealth Management30$3.19K0.00%+30New
Dogwood Wealth Management LLC33$3.51K0.00%−6−15.4%Reduced
Alerus Financial NA34$3.61K0.00%00.0%Unchanged
Fortitude Family Office, LLC36$3.83K0.00%+15+71.4%Added
Capital Advisors, Ltd. LLC42$4.00K0.00%−64−60.4%Reduced
Mather Group, LLC.40$4.25K0.00%+40New
Lummis Asset Management, LP43$4.57K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc43$4.57K0.00%00.0%Unchanged
Johnson Financial Group, Inc.45$4.78K0.00%+45New
Whittier Trust Co of Nevada Inc46$4.94K0.00%+46New
Bruce G. Allen Investments, LLC47$4.99K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.48$5.04K0.00%+45+1,500.0%Added
Howard Hughes Medical Institute51$5.42K0.00%+6+13.3%Added
Rakuten Securities, Inc.55$5.84K0.00%+39+243.8%Added
Painted Porch Advisors LLC56$5.95K0.00%00.0%Unchanged
WealthCollab, LLC58$6.16K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.61$6.48K0.00%00.0%Unchanged
FNY Investment Advisers, LLC68$7.00K0.00%+68New
ORG Partners LLC66$7.01K0.00%−7−9.6%Reduced
PFS Partners, LLC69$7.33K0.00%+69New
Tanglewood Legacy Advisors, LLC74$7.86K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC75$7.97K0.00%−86−53.4%Reduced
Zions Bancorporation, National Association77$8.18K0.00%−232−75.1%Reduced
Rakuten Investment Management, Inc.200$8.40K0.00%+200New
Umb Bank N A82$8.71K0.00%−152−65.0%Reduced
Salomon & Ludwin, LLC83$8.92K0.00%+83New
Peoples Financial Services Corp.86$9.14K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp100$10.1K0.01%+100New
Spire Wealth Management99$10.5K0.00%+52+110.6%Added
Sunbelt Securities, Inc.101$10.7K0.00%+101New
Raffa Wealth Management, LLC104$11.0K0.00%00.0%Unchanged
Wolverine Asset Management LLC105$11.2K0.00%00.0%Unchanged
Meeder Asset Management Inc106$11.3K0.00%+3+2.9%Added
Colonial Trust Advisors113$12.0K0.00%00.0%Unchanged
Millstone Evans Group, LLC113$12.0K0.01%00.0%Unchanged
Truvestments Capital LLC120$12.7K0.00%−96−44.4%Reduced
First United Bank Trust120$12.7K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC126$13.4K0.00%−179−58.7%Reduced
GHP Investment Advisors, Inc.126$13.4K0.00%00.0%Unchanged
Peregrine Capital Management LLC129$13.7K0.00%00.0%Unchanged
Private Trust Co NA130$13.8K0.00%+21+19.3%Added
Farmers & Merchants Investments Inc132$14.0K0.00%−3−2.2%Reduced
Atlantic Union Bankshares Corp134$14.2K0.00%+134New
Versant Capital Management, Inc135$14.3K0.00%−450−76.9%Reduced
Harbour Investments, Inc.139$14.8K0.00%−6−4.1%Reduced
Indiana Trust & Investment Management CO150$15.9K0.00%00.0%Unchanged
Private Wealth Management Group, LLC150$15.9K0.00%00.0%Unchanged
Navigoe, LLC160$16.0K0.01%+160New
Vision Financial Markets LLC153$16.2K0.01%+1+0.7%Added
Aventura Private Wealth, LLC154$16.4K0.01%00.0%Unchanged
Citizens National Bank Trust Department160$17.0K0.00%−493−75.5%Reduced
Anchor Investment Management, LLC160$17.0K0.00%00.0%Unchanged