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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, Q2 2026

Institutional positions in Expand Energy Corp as of Jun 30, 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
853
−36 vs. Q1 2026
Shares held
219.4M
+1.43M (+0.7%) vs. Q1 2026
Total value
$20.0B
−$3.93B (−16.4%) vs. Q1 2026
New holders
111
362 more added
Sold out
147
269 more reduced

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 853 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 heldQ2 2026: $20.0B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2026.

Institutions holding EXE in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC5$00.00%+5New
Financial Management Professionals, Inc.1$910.00%00.0%Unchanged
MidFirst Bank1$910.00%00.0%Unchanged
HHM Wealth Advisors, LLC1$920.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC1$920.00%00.0%Unchanged
EFG International AG2$1820.00%00.0%Unchanged
Creative Financial Designs Inc2$1820.00%+2New
Plante Moran Financial Advisors, LLC2$1820.00%+2New
3 Factor Indexing, LLC2$1830.00%00.0%Unchanged
Maryland Capital Advisors Inc.2$1830.00%+2New
Triumph Capital Management3$2740.00%−9−75.0%Reduced
Trust Co3$2740.00%00.0%Unchanged
Tidemark, LLC3$2740.00%+1+50.0%Added
Operose Advisors LLC3$2740.00%+3New
DecisionPoint Financial, LLC4$3590.00%−1−20.0%Reduced
Brown, Lisle/Cummings, Inc.4$3650.00%+4New
Tounjian Advisory Partners, LLC4$3820.00%+4New
Dogwood Wealth Management LLC5$4560.00%−46−90.2%Reduced
Addison Advisors LLC5$4560.00%−20−80.0%Reduced
TFC Financial Management5$4560.00%−6−54.5%Reduced
American Capital Advisory, LLC5$4560.00%+2+66.7%Added
Valley National Advisers Inc5$4560.00%+5New
Torren Management, LLC5$4700.00%00.0%Unchanged
Sunrise Financial Services, LLC6$5470.00%00.0%Unchanged
Davis Capital Management6$5470.00%+3+100.0%Added
UMA Financial Services, Inc.6$5480.00%+1+20.0%Added
1015 Capital Partners, LLC7$6380.00%−6−46.2%Reduced
Quaker Wealth Management, LLC7$6390.00%00.0%Unchanged
Prestige Wealth Management Group LLC8$7300.00%−31−79.5%Reduced
Signature Equity Partners, LLC8$7300.00%00.0%Unchanged
Planning Strategies Inc.8$7300.00%+8New
Kingdom Financial Group LLC.9$8030.00%−29−76.3%Reduced
NBT Bank N A10$9120.00%00.0%Unchanged
Penserra Capital Management LLC21$1.00K0.00%00.0%Unchanged
Nemes Rush Group LLC11$1.00K0.00%00.0%Unchanged
Bare Financial Services, Inc11$1.00K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC11$1.00K0.00%+11New
LRI Investments, LLC13$1.19K0.00%−551−97.7%Reduced
Washington Trust Advisors, Inc.13$1.19K0.00%+4+44.4%Added
Bogart Wealth, LLC13$1.19K0.00%+12+1,200.0%Added
Activest Wealth Management13$1.20K0.00%+13New
Advocate Investing Services LLC14$1.28K0.00%00.0%Unchanged
WPG Advisers, LLC14$1.28K0.00%+1+7.7%Added
Wall Street Access Asset Management, LLC14$1.28K0.00%+14New
Accordant Advisory Group Inc15$1.37K0.00%−36,780−100.0%Reduced
Fulcrum Asset Management LLP16$1.40K0.00%+16New
CDKV Holdings LLC16$1.46K0.00%00.0%Unchanged
HFM Investment Advisors, LLC16$1.46K0.00%+6+60.0%Added
Valued Wealth Advisors LLC17$1.55K0.00%−61−78.2%Reduced
Dunhill Financial, LLC18$1.66K0.00%−4−18.2%Reduced
Copia Wealth Management19$1.73K0.00%00.0%Unchanged
Cromwell Holdings LLC20$1.82K0.00%−13−39.4%Reduced
Arlington Trust Co LLC20$1.82K0.00%00.0%Unchanged
Cornerstone Financial Management LLC21$1.92K0.00%+8+61.5%Added
Avion Wealth28$2.00K0.00%+14+100.0%Added
Ogorek Anthony Joseph27$2.00K0.00%+27New
Motco22$2.01K0.00%+6+37.5%Added
South State Corp.23$2.10K0.00%00.0%Unchanged
Olistico Wealth, LLC24$2.19K0.00%00.0%Unchanged
JPL Wealth Management, LLC25$2.28K0.00%+7+38.9%Added
Retirement Wealth Solutions LLC26$2.37K0.00%−18−40.9%Reduced
Spire Wealth Management26$2.37K0.00%−10−27.8%Reduced
Vermillion Wealth Management, Inc.30$2.74K0.00%−19−38.8%Reduced
SOA Wealth Advisors, LLC.31$2.83K0.00%+31New
Bay Harbor Wealth Management, LLC32$2.92K0.00%−2−5.9%Reduced
MV Capital Management, Inc.32$2.92K0.00%+19+146.2%Added
Principia Wealth Advisory, LLC33$3.01K0.00%+20+153.8%Added
Alerus Financial NA34$3.10K0.00%00.0%Unchanged
Creative Capital Management Investments LLC36$3.28K0.00%+36New
Rialto Wealth Management, LLC37$3.38K0.00%+14+60.9%Added
Hughes Financial Services, LLC38$3.46K0.00%+20+111.1%Added
FWL Investment Management, LLC38$3.46K0.00%+38New
Kilter Group LLC38$3.47K0.00%+38New
Bell Investment Advisors, Inc40$3.65K0.00%−109−73.2%Reduced
CoreCap Advisors, LLC40$3.65K0.00%+15+60.0%Added
Lummis Asset Management, LP43$3.92K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc43$3.92K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC44$4.01K0.00%+3+7.3%Added
Raleigh Capital Management Inc.44$4.04K0.00%00.0%Unchanged
Asset Planning,Inc46$4.16K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC59$5.00K0.00%−9−13.2%Reduced
SHP Wealth Management55$5.01K0.00%+38+223.5%Added
Clear Street Markets LLC56$5.11K0.00%+17+43.6%Added
AdvisorNet Financial, Inc56$5.11K0.00%+28+100.0%Added
WealthCollab, LLC58$5.29K0.00%00.0%Unchanged
Citizens National Bank Trust Department60$5.47K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.61$5.56K0.00%+20+48.8%Added
Fideuram Asset Management (Ireland) dac63$5.59K0.00%+63New
Whittier Trust Co of Nevada Inc66$5.91K0.00%−8−10.8%Reduced
Fortitude Family Office, LLC66$6.02K0.00%−44−40.0%Reduced
ZRC Wealth Management, LLC66$6.02K0.00%+29+78.4%Added
Anchor Investment Management, LLC68$6.20K0.00%00.0%Unchanged
PFS Partners, LLC69$6.29K0.00%00.0%Unchanged
Peoples Financial Services Corp.70$6.38K0.00%−16−18.6%Reduced
Bard Associates Inc70$6.38K0.00%+70New
Tanglewood Legacy Advisors, LLC74$6.75K0.00%00.0%Unchanged
Salomon & Ludwin, LLC76$6.81K0.00%−7−8.4%Reduced
Cape Investment Advisory, Inc.77$7.02K0.00%+77New
Financial Life Planners83$7.56K0.00%+1+1.2%Added
LifeSteps Financial, Inc.89$8.12K0.00%+89New