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, Q4 2025
Institutional positions in Expand Energy Corp as of Dec 31, 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
- 871
- +117 vs. Q3 2025
- Shares held
- 223.2M
- +132.5K (+0.1%) vs. Q3 2025
- Total value
- $24.6B
- +$926.2M (+3.9%) vs. Q3 2025
- New holders
- 189
- 337 more added
- Sold out
- 72
- 237 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First United Bank Trust | 120 | $13.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 120 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 134 | $13.6K | 0.00% | +134 | New |
| GHP Investment Advisors, Inc. | 126 | $13.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 128 | $14.1K | 0.00% | +29+29.3% | Added |
| Quantbot Technologies LP | 129 | $14.2K | 0.00% | −1,428−91.7% | Reduced |
| Peregrine Capital Management LLC | 129 | $14.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 132 | $14.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 144 | $15.9K | 0.00% | +5+3.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 145 | $16.0K | 0.00% | +70+93.3% | Added |
| Indiana Trust & Investment Management CO | 150 | $16.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 150 | $16.6K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 154 | $16.9K | 0.02% | +1+0.7% | Added |
| Navigoe, LLC | 160 | $17.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 158 | $17.0K | 0.00% | +158 | New |
| JFS Wealth Advisors, LLC | 163 | $18.0K | 0.00% | +37+29.4% | Added |
| Anchor Investment Management, LLC | 166 | $18.3K | 0.00% | +6+3.8% | Added |
| CBIZ Investment Advisory Services, LLC | 173 | $19.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 173 | $19.1K | 0.00% | +7+4.2% | Added |
| True Wealth Design, LLC | 174 | $19.2K | 0.01% | +9+5.5% | Added |
| Private Trust Co NA | 175 | $19.3K | 0.00% | +45+34.6% | Added |
| GoalVest Advisory LLC | 177 | $19.5K | 0.00% | +177 | New |
| Umb Bank N A | 179 | $19.8K | 0.00% | +97+118.3% | Added |
| TCTC Holdings, LLC | 180 | $19.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 194 | $21.4K | 0.00% | +194 | New |
| Covestor Ltd | 200 | $22.0K | 0.01% | −7−3.4% | Reduced |
| Bangor Savings Bank | 200 | $22.1K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $22.1K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 200 | $22.1K | 0.02% | +100+100.0% | Added |
| Board of the Pension Protection Fund | 200 | $22.1K | 0.02% | +200 | New |
| Red Tortoise LLC | 202 | $22.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 204 | $22.5K | 0.00% | +69+51.1% | Added |
| Greykasell Wealth Strategies, Inc. | 220 | $24.3K | 0.01% | +220 | New |
| Atlantic Union Bankshares Corp | 234 | $25.8K | 0.00% | +100+74.6% | Added |
| Rakuten Securities, Inc. | 248 | $27.4K | 0.01% | +193+350.9% | Added |
| Pinney & Scofield, Inc. | 260 | $28.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 261 | $28.8K | 0.00% | +90+52.6% | Added |
| Cheviot Value Management, LLC | 265 | $29.1K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 272 | $30.0K | 0.00% | +272 | New |
| GW&K Investment Management, LLC | 277 | $31.0K | 0.00% | −3−1.1% | Reduced |
| Abound Wealth Management | 297 | $32.8K | 0.01% | +267+890.0% | Added |
| ESL Trust Services, LLC | 302 | $33.3K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 319 | $35.2K | 0.00% | +271+564.6% | Added |
| Amplify Investments, LLC | 306 | $35.2K | 0.81% | +54+21.4% | Added |
| IFP Advisors, Inc | 326 | $36.0K | 0.00% | −1,317−80.2% | Reduced |
| DV Equities, LLC | 329 | $36.3K | 0.01% | +329 | New |
| Pinnacle Holdings, LLC | 339 | $37.4K | 0.01% | +78+29.9% | Added |
| Clear Street Markets LLC | 354 | $39.1K | 0.01% | −56−13.7% | Reduced |
| Key Financial Inc | 368 | $40.6K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 386 | $42.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 407 | $44.9K | 0.00% | −223−35.4% | Reduced |
| Assetmark, Inc | 414 | $45.7K | 0.00% | +146+54.5% | Added |
| Optiver Holding B.V. | 454 | $50.1K | 0.00% | +454 | New |
| McGuire Capital Advisors Inc | 484 | $53.4K | 0.03% | +484 | New |
| Aster Capital Management (DIFC) Ltd | 489 | $54.0K | 0.02% | +489 | New |
| Adirondack Trust Co | 500 | $55.2K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 500 | $55.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 520 | $57.4K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 543 | $60.8K | 0.00% | +110+25.4% | Added |
| Root Financial Partners, LLC | 561 | $61.9K | 0.00% | +115+25.8% | Added |
| Sentry Investment Management LLC | 590 | $65.0K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 617 | $68.0K | 0.00% | +425+221.4% | Added |
| Flagship Harbor Advisors, LLC | 649 | $71.6K | 0.00% | +649 | New |
| MAI Capital Management | 654 | $72.2K | 0.00% | +54+9.0% | Added |
| Onefund, LLC | 660 | $72.8K | 0.04% | +40+6.5% | Added |
| Elyxium Wealth, LLC | 665 | $73.4K | 0.02% | +665 | New |
| Neo Ivy Capital Management | 667 | $73.6K | 0.01% | +667 | New |
| SageView Advisory Group, LLC | 720 | $79.4K | 0.00% | +720 | New |
| Caitlin John, LLC | 723 | $79.8K | 0.05% | +4+0.6% | Added |
| Bessemer Group Inc | 728 | $80.0K | 0.00% | +301+70.5% | Added |
| Quest Partners LLC | 756 | $83.4K | 0.00% | −1,392−64.8% | Reduced |
| Erste Asset Management GmbH | 761 | $84.0K | 0.00% | +761 | New |
| Banque Cantonale Vaudoise | 780 | $86.0K | 0.00% | +780 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 790 | $87.2K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 791 | $87.3K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 848 | $93.6K | 0.02% | 00.0% | Unchanged |
| Payden & Rygel | 853 | $94.0K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 856 | $94.5K | 0.00% | −285−25.0% | Reduced |
| Sunbelt Securities, Inc. | 869 | $95.9K | 0.01% | +768+760.4% | Added |
| CX Institutional | 877 | $97.0K | 0.00% | +392+80.8% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $99.3K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 903 | $99.7K | 0.00% | +72+8.7% | Added |
| Quarry LP | 1,046 | $115.4K | 0.02% | −329−23.9% | Reduced |
| Leonteq Securities AG | 1,114 | $122.9K | 0.01% | +354+46.6% | Added |
| Acumen Wealth Advisors, LLC | 1,176 | $129.8K | 0.04% | +1,176 | New |
| Ameriflex Group, Inc. | 1,200 | $132.4K | 0.07% | +1,200 | New |
| Oakworth Capital, Inc. | 1,244 | $137.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,268 | $139.9K | 0.00% | −533−29.6% | Reduced |
| Larson Financial Group LLC | 1,282 | $141.4K | 0.00% | +135+11.8% | Added |
| Global Retirement Partners, LLC | 1,289 | $142.3K | 0.00% | +506+64.6% | Added |
| Advisors Asset Management, Inc. | 1,361 | $150.2K | 0.00% | +1,361 | New |
| Stone House Investment Management, LLC | 1,440 | $158.9K | 0.02% | +829+135.7% | Added |
| Siemens Fonds Invest GmbH | 1,456 | $163.1K | 0.01% | +73+5.3% | Added |
| SBI Okasan Asset Management Co.Ltd. | 1,500 | $167.7K | 0.01% | +1,500 | New |
| Generali Investments, Management Co LLC | 1,534 | $169.3K | 0.03% | −2,450−61.5% | Reduced |
| ORG Wealth Partners, LLC | 1,572 | $173.5K | 0.04% | +389+32.9% | Added |
| Signaturefd, LLC | 1,579 | $174.3K | 0.00% | +72+4.8% | Added |
| Hazlett, Burt & Watson, Inc. | 1,610 | $177.0K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,634 | $180.3K | 0.08% | +422+34.8% | Added |
| SRS Capital Advisors, Inc. | 1,640 | $181.0K | 0.01% | −12,590−88.5% | Reduced |