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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, Q1 2026

Institutional positions in Expand Energy Corp as of Mar 31, 2026. 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
899
+38 vs. Q4 2025
Shares held
218.5M
+25.5M (+13.2%) vs. Q4 2025
Total value
$24.0B
+$2.68B (+12.6%) vs. Q4 2025
New holders
164
375 more added
Sold out
126
238 more reduced

10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 899 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 heldQ1 2026: $24.0B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2025.

Institutions holding EXE in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Tradewinds Capital Management, LLC0$90.00%0Unchanged
HHM Wealth Advisors, LLC1$1100.00%00.0%Unchanged
Financial Management Professionals, Inc.1$1100.00%00.0%Unchanged
Asset Dedication, LLC1$1100.00%+1New
Bogart Wealth, LLC1$1100.00%+1New
Cassaday & Co Wealth Management LLC1$1100.00%+1New
Synergy Investment Management, LLC1$1100.00%+1New
MidFirst Bank1$1100.00%+1New
Napier Financial, LLC1$1100.00%+1New
Godsey & Gibb Associates2$2200.00%00.0%Unchanged
EFG International AG2$2200.00%00.0%Unchanged
Tidemark, LLC2$2200.00%+2New
Intentional Wealth Strategies, LLC2$2200.00%+2New
3 Factor Indexing, LLC2$2200.00%+2New
Trust Co3$3290.00%00.0%Unchanged
Davis Capital Management3$3290.00%00.0%Unchanged
Raffa Wealth Management, LLC3$3290.00%+3New
American Capital Advisory, LLC3$3300.00%−1−25.0%Reduced
First Horizon Corp4$4390.00%+4New
Curio Wealth, LLC4$4390.00%+4New
UMA Financial Services, Inc.5$5490.00%−9−64.3%Reduced
Colonial Trust Co5$5490.00%00.0%Unchanged
DecisionPoint Financial, LLC5$5490.00%00.0%Unchanged
Albion Financial Group5$5490.00%+5New
Wall Street Financial Group, Inc.5$5490.00%+5New
Torren Management, LLC5$5640.00%−15−75.0%Reduced
IMG Wealth Management, Inc.6$6590.00%−14−70.0%Reduced
Sunrise Financial Services, LLC6$6590.00%00.0%Unchanged
Quaker Wealth Management, LLC7$7690.00%+1+16.7%Added
Pittenger & Anderson Inc7$7690.00%+7New
Kayne Anderson Rudnick Investment Management LLC8$8780.00%00.0%Unchanged
Signature Equity Partners, LLC8$8780.00%00.0%Unchanged
Rossby Financial, LCC9$9540.00%+9New
Washington Trust Advisors, Inc.9$9880.00%+9New
Vision Retirement, LLC9$9880.00%+9New
Avion Wealth14$1.00K0.00%00.0%Unchanged
High Note Wealth, LLC10$1.10K0.00%−4−28.6%Reduced
HFM Investment Advisors, LLC10$1.10K0.00%+3+42.9%Added
NBT Bank N A10$1.10K0.00%+10New
TFC Financial Management11$1.21K0.00%−9−45.0%Reduced
Bare Financial Services, Inc11$1.21K0.00%00.0%Unchanged
Nemes Rush Group LLC11$1.21K0.00%+11New
Triumph Capital Management12$1.32K0.00%+8+200.0%Added
WPG Advisers, LLC13$1.43K0.00%−50−79.4%Reduced
Principia Wealth Advisory, LLC13$1.43K0.00%−5−27.8%Reduced
1015 Capital Partners, LLC13$1.43K0.00%+1+8.3%Added
Cornerstone Financial Management LLC13$1.43K0.00%+5+62.5%Added
First Command Advisory Services, Inc.13$1.43K0.00%+13New
MV Capital Management, Inc.13$1.43K0.00%+1+8.3%Added
Advocate Investing Services LLC14$1.54K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$1.65K0.00%+15New
Motco16$1.76K0.00%00.0%Unchanged
CDKV Holdings LLC16$1.76K0.00%00.0%Unchanged
Marquette Asset Management, LLC17$1.87K0.00%−1−5.6%Reduced
SHP Wealth Management17$1.87K0.00%+17New
Hughes Financial Services, LLC18$1.98K0.00%+4+28.6%Added
JPL Wealth Management, LLC18$1.98K0.00%+18New
Penserra Capital Management LLC21$2.00K0.00%00.0%Unchanged
Copia Wealth Management19$2.09K0.00%−5−20.8%Reduced
Clark Wealth Partners20$2.20K0.00%+5+33.3%Added
Arlington Trust Co LLC20$2.20K0.00%+20New
Dunhill Financial, LLC22$2.50K0.00%−1−4.3%Reduced
South State Corp.23$2.52K0.00%00.0%Unchanged
Rialto Wealth Management, LLC23$2.52K0.00%+8+53.3%Added
Olistico Wealth, LLC24$2.63K0.00%00.0%Unchanged
IMA Wealth, Inc.25$2.74K0.00%+23+1,150.0%Added
CoreCap Advisors, LLC25$2.75K0.00%00.0%Unchanged
Addison Advisors LLC25$2.75K0.00%+25New
AdvisorNet Financial, Inc28$3.07K0.00%+1+3.7%Added
Cromwell Holdings LLC33$3.62K0.00%−1−2.9%Reduced
Bay Harbor Wealth Management, LLC34$3.73K0.00%+11+47.8%Added
Alerus Financial NA34$3.73K0.00%00.0%Unchanged
Highline Wealth Partners LLC34$3.73K0.00%+30+750.0%Added
Spire Wealth Management36$3.95K0.00%−92−71.9%Reduced
ZRC Wealth Management, LLC37$4.06K0.00%−18−32.7%Reduced
Owl Creek Wealth Partners LLC38$4.17K0.00%+38New
Kingdom Financial Group LLC.38$4.22K0.00%−36−48.6%Reduced
Lloyd Advisory Services, LLC.38$4.22K0.00%+38New
Sound Income Strategies, LLC40$4.26K0.00%+38+1,900.0%Added
Clear Street Markets LLC39$4.28K0.00%−315−89.0%Reduced
Prestige Wealth Management Group LLC39$4.28K0.00%−1−2.5%Reduced
Rakuten Securities, Inc.40$4.39K0.00%−208−83.9%Reduced
Pinnacle Bancorp, Inc.41$4.50K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC41$4.50K0.00%+10+32.3%Added
Armstrong Advisory Group, Inc43$4.72K0.00%00.0%Unchanged
Lummis Asset Management, LP43$4.72K0.00%00.0%Unchanged
Raleigh Capital Management Inc.44$4.83K0.00%+44New
Retirement Wealth Solutions LLC44$4.83K0.00%+10+29.4%Added
Asset Planning,Inc46$5.01K0.00%+21+84.0%Added
Bruce G. Allen Investments, LLC47$5.16K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.49$5.38K0.00%+49New
Dogwood Wealth Management LLC51$5.60K0.00%−13−20.3%Reduced
Princeton Global Asset Management LLC58$6.37K0.00%00.0%Unchanged
WealthCollab, LLC58$6.37K0.00%00.0%Unchanged
Citizens National Bank Trust Department60$6.59K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC68$7.00K0.00%−14−17.1%Reduced
Aster Capital Management (DIFC) Ltd64$7.12K0.00%−425−86.9%Reduced
Anchor Investment Management, LLC68$7.46K0.00%−98−59.0%Reduced
PFS Partners, LLC69$7.58K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc74$7.66K0.00%+17+29.8%Added