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, 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthCollab, LLC | 58 | $6.16K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 56 | $5.95K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 55 | $5.84K | 0.00% | +39+243.8% | Added |
| Howard Hughes Medical Institute | 51 | $5.42K | 0.00% | +6+13.3% | Added |
| Transamerica Financial Advisors, Inc. | 48 | $5.04K | 0.00% | +45+1,500.0% | Added |
| Bruce G. Allen Investments, LLC | 47 | $4.99K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 46 | $4.94K | 0.00% | +46 | New |
| Johnson Financial Group, Inc. | 45 | $4.78K | 0.00% | +45 | New |
| Armstrong Advisory Group, Inc | 43 | $4.57K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 43 | $4.57K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 40 | $4.25K | 0.00% | +40 | New |
| Capital Advisors, Ltd. LLC | 42 | $4.00K | 0.00% | −64−60.4% | Reduced |
| Fortitude Family Office, LLC | 36 | $3.83K | 0.00% | +15+71.4% | Added |
| Alerus Financial NA | 34 | $3.61K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 33 | $3.51K | 0.00% | −6−15.4% | Reduced |
| Abound Wealth Management | 30 | $3.19K | 0.00% | +30 | New |
| Pinnacle Bancorp, Inc. | 30 | $3.19K | 0.00% | +14+87.5% | Added |
| Prestige Wealth Management Group LLC | 29 | $3.08K | 0.00% | −8−21.6% | Reduced |
| Tortoise Investment Management, LLC | 29 | $3.08K | 0.00% | +1+3.6% | Added |
| AdvisorNet Financial, Inc | 27 | $2.87K | 0.00% | −3−10.0% | Reduced |
| Heartwood Wealth Advisors LLC | 27 | $2.87K | 0.00% | +27 | New |
| Marquette Asset Management, LLC | 25 | $2.66K | 0.00% | +25 | New |
| Asset Planning,Inc | 25 | $2.62K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 24 | $2.55K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 24 | $2.55K | 0.00% | +24 | New |
| Dunhill Financial, LLC | 24 | $2.52K | 0.00% | +1+4.3% | Added |
| South State Corp. | 23 | $2.44K | 0.00% | −15−39.5% | Reduced |
| Family Legacy Financial Solutions, LLC | 22 | $2.35K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 22 | $2.34K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $2.13K | 0.00% | +15+300.0% | Added |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | +15+250.0% | Added |
| SJS Investment Consulting Inc. | 18 | $1.91K | 0.00% | −3−14.3% | Reduced |
| Eastern Bank | 17 | $1.81K | 0.00% | +17 | New |
| Motco | 16 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $1.70K | 0.00% | +5+45.5% | Added |
| GWM Advisors LLC | 16 | $1.69K | 0.00% | −6,857−99.8% | Reduced |
| Clark Wealth Partners | 15 | $1.66K | 0.00% | +4+36.4% | Added |
| ZRC Wealth Management, LLC | 15 | $1.59K | 0.00% | +15 | New |
| Activest Wealth Management | 14 | $1.50K | 0.00% | −59−80.8% | Reduced |
| Hughes Financial Services, LLC | 13 | $1.49K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14 | $1.49K | 0.00% | −38−73.1% | Reduced |
| Cromwell Holdings LLC | 12 | $1.27K | 0.00% | −28−70.0% | Reduced |
| Principia Wealth Advisory, LLC | 12 | $1.27K | 0.00% | −2−14.3% | Reduced |
| Albion Financial Group | 12 | $1.27K | 0.00% | +12 | New |
| Bare Financial Services, Inc | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 11 | $1.17K | 0.00% | +11 | New |
| Cloud Capital Management, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $850 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $744 | 0.00% | −11−61.1% | Reduced |
| Quaker Wealth Management, LLC | 6 | $638 | 0.00% | −1−14.3% | Reduced |
| DecisionPoint Financial, LLC | 5 | $546 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $532 | 0.00% | −18−78.3% | Reduced |
| MV Capital Management, Inc. | 5 | $532 | 0.00% | −13−72.2% | Reduced |
| Wealth Watch Advisors, INC | 5 | $531 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 4 | $428 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $425 | 0.00% | −3−42.9% | Reduced |
| WPG Advisers, LLC | 4 | $425 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $319 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 2 | $212 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 1 | $106 | 0.00% | −10−90.9% | Reduced |
| Tradewinds Capital Management, LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −1,725,852−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −980,495−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −799,646−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −781,475−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −570,395−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −510,769−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −462,862−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −317,738−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −287,752−100.0% | Sold out |
| Webs Creek Capital Management LP | 0 | $0 | 0.00% | −261,524−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −219,466−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −207,620−100.0% | Sold out |
| Mercuria Capital Strategies, LLC | 0 | $0 | 0.00% | −176,949−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −114,960−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −106,000−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −98,779−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −77,200−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −73,041−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −69,283−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −64,346−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −62,142−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −54,342−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −52,894−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −51,877−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −47,744−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −33,510−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −32,967−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −30,325−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −29,632−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −28,624−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −27,064−100.0% | Sold out |
| Lloyd Harbor Capital Management, LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −25,472−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −24,292−100.0% | Sold out |