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 |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 47 | $5.19K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 43 | $4.75K | 0.00% | +43 | New |
| Armstrong Advisory Group, Inc | 43 | $4.75K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 43 | $4.75K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 41 | $4.53K | 0.00% | +11+36.7% | Added |
| Prestige Wealth Management Group LLC | 40 | $4.42K | 0.00% | +11+37.9% | Added |
| Retirement Wealth Solutions LLC | 34 | $3.75K | 0.00% | +10+41.7% | Added |
| Alerus Financial NA | 34 | $3.75K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 34 | $3.75K | 0.00% | +22+183.3% | Added |
| Wilkerson Advisory Group LLC | 31 | $3.42K | 0.00% | +31 | New |
| North Star Investment Management Corp. | 30 | $3.31K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 28 | $3.09K | 0.00% | −8−22.2% | Reduced |
| IFC & Insurance Marketing, Inc. | 23 | $3.00K | 0.00% | +23 | New |
| AdvisorNet Financial, Inc | 27 | $2.98K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27 | $2.98K | 0.00% | +27 | New |
| CoreCap Advisors, LLC | 25 | $2.76K | 0.00% | +11+78.6% | Added |
| Asset Planning,Inc | 25 | $2.72K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 24 | $2.65K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 24 | $2.65K | 0.00% | +24 | New |
| South State Corp. | 23 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $2.54K | 0.00% | +7+43.8% | Added |
| Dunhill Financial, LLC | 23 | $2.51K | 0.00% | −1−4.2% | Reduced |
| Torren Management, LLC | 20 | $2.25K | 0.00% | +20 | New |
| TFC Financial Management | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 20 | $2.21K | 0.00% | +20 | New |
| Merited Wealth, LLC | 19 | $2.10K | 0.00% | +19 | New |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 18 | $1.99K | 0.00% | −7−28.0% | Reduced |
| Principia Wealth Advisory, LLC | 18 | $1.99K | 0.00% | +6+50.0% | Added |
| Motco | 16 | $1.77K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 16 | $1.77K | 0.00% | +16 | New |
| Johnson Financial Group, Inc. | 15 | $1.66K | 0.00% | −30−66.7% | Reduced |
| Rialto Wealth Management, LLC | 15 | $1.66K | 0.00% | +10+200.0% | Added |
| Clayton Financial Group LLC | 15 | $1.66K | 0.00% | +15 | New |
| Wealth Preservation Advisors, LLC | 15 | $1.66K | 0.00% | −7−31.8% | Reduced |
| Clark Wealth Partners | 15 | $1.66K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $1.55K | 0.00% | +14 | New |
| Hughes Financial Services, LLC | 14 | $1.54K | 0.00% | +1+7.7% | Added |
| High Note Wealth, LLC | 14 | $1.54K | 0.00% | +14 | New |
| Advocate Investing Services LLC | 14 | $1.54K | 0.00% | +14 | New |
| MV Capital Management, Inc. | 12 | $1.32K | 0.00% | +7+140.0% | Added |
| 1015 Capital Partners, LLC | 12 | $1.32K | 0.00% | +12 | New |
| Bare Financial Services, Inc | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 10 | $1.10K | 0.00% | +10 | New |
| Avion Wealth | 14 | $1.00K | 0.00% | +5+55.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $883 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $883 | 0.00% | +8 | New |
| Cornerstone Financial Management LLC | 8 | $883 | 0.00% | +8 | New |
| Investors Portfolio Services LLC | 8 | $849 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 7 | $773 | 0.00% | +3+75.0% | Added |
| Quaker Wealth Management, LLC | 6 | $663 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $662 | 0.00% | +6 | New |
| Sunrise Financial Services, LLC | 6 | $662 | 0.00% | +6 | New |
| Colonial Trust Co | 5 | $560 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $552 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $445 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $442 | 0.00% | +4 | New |
| Triumph Capital Management | 4 | $441 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 4 | $441 | 0.00% | +4 | New |
| Davis Capital Management | 3 | $331 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $331 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 2 | $221 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2 | $221 | 0.00% | +2 | New |
| EFG International AG | 2 | $221 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $220 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $200 | 0.00% | +2 | New |
| HHM Wealth Advisors, LLC | 1 | $111 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 1 | $110 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Battery Global Advisors, LLC | 482 | – | – | +482 | New |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −240,001−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −185,378−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −57,324−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −54,991−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −51,334−100.0% | Sold out |
| Ripple Effect Asset Management LP | 0 | $0 | 0.00% | −45,200−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −42,270−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −41,900−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −34,941−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −28,352−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −26,780−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −26,164−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −23,255−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −39,414−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −20,638−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −19,935−100.0% | Sold out |
| Westerkirk Capital Inc. | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,797−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −11,710−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −11,027−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −9,784−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −9,784−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −8,749−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −8,210−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −7,679−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −7,217−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −6,486−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −6,113−100.0% | Sold out |