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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 853 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 95 | $8.66K | 0.01% | +48+102.1% | Added |
| Umb Bank N A | 96 | $8.75K | 0.00% | −172−64.2% | Reduced |
| Rakuten Securities, Inc. | 96 | $8.75K | 0.00% | +56+140.0% | Added |
| Action Point Financial Planning, LLC | 102 | $9.03K | 0.00% | +102 | New |
| Trust Co of Vermont | 100 | $9.12K | 0.00% | +100 | New |
| Kemnay Advisory Services Inc. | 101 | $9.21K | 0.00% | +4+4.1% | Added |
| Mather Group, LLC. | 102 | $9.30K | 0.00% | +27+36.0% | Added |
| Sankala Group LLC | 101 | $9.63K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 106 | $9.67K | 0.00% | +72+211.8% | Added |
| Financial Consulate, Inc | 112 | $10.2K | 0.00% | +12+12.0% | Added |
| Colonial Trust Advisors | 113 | $10.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 113 | $10.3K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 113 | $10.3K | 0.00% | +75+197.4% | Added |
| Bayforest Capital Ltd | 115 | $10.5K | 0.01% | +115 | New |
| IMA Wealth, Inc. | 116 | $10.6K | 0.00% | +91+364.0% | Added |
| First United Bank Trust | 120 | $10.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 123 | $11.2K | 0.00% | +2+1.7% | Added |
| GHP Investment Advisors, Inc. | 126 | $11.5K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 129 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 127 | $11.8K | 0.00% | +6+5.0% | Added |
| SJS Investment Consulting Inc. | 130 | $11.9K | 0.00% | −129−49.8% | Reduced |
| Farmers & Merchants Investments Inc | 130 | $11.9K | 0.00% | −2−1.5% | Reduced |
| Private Trust Co NA | 132 | $12.0K | 0.00% | −5−3.6% | Reduced |
| Basecamp Wealth Advisors LLC | 134 | $12.2K | 0.00% | −270−66.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 134 | $12.2K | 0.00% | −6−4.3% | Reduced |
| Anchor Bay Capital, Inc. | 139 | $13.6K | 0.01% | +139 | New |
| Indiana Trust & Investment Management CO | 150 | $13.7K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 155 | $13.9K | 0.01% | +1+0.6% | Added |
| Versant Capital Management, Inc | 161 | $14.7K | 0.00% | −669−80.6% | Reduced |
| Leo H. Evart, Inc. | 196 | $17.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 196 | $17.9K | 0.00% | +48+32.4% | Added |
| Bangor Savings Bank | 200 | $18.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $18.2K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $18.2K | 0.00% | +200 | New |
| Silver Grove Financial Group, Inc. | 201 | $18.3K | 0.01% | +201 | New |
| Union Bancaire Privee, UBP SA | 242 | $18.5K | 0.00% | −25,326−99.1% | Reduced |
| Zions Bancorporation, National Association | 217 | $19.8K | 0.00% | −69−24.1% | Reduced |
| Atlantic Union Bankshares Corp | 234 | $21.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 234 | $21.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 241 | $22.0K | 0.00% | −34−12.4% | Reduced |
| Guardian Partners Inc. | 250 | $22.8K | 0.00% | +250 | New |
| Cheviot Value Management, LLC | 265 | $24.2K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 272 | $24.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 283 | $25.8K | 0.00% | −145−33.9% | Reduced |
| Eastern Bank | 300 | $27.4K | 0.00% | +300 | New |
| ESL Trust Services, LLC | 302 | $27.5K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 309 | $28.2K | 0.00% | +309 | New |
| Parallax Volatility Advisers, L.P. | 323 | $29.5K | 0.00% | −115,214−99.7% | Reduced |
| Ares Financial Consulting, LLC | 332 | $30.3K | 0.02% | −35−9.5% | Reduced |
| Abound Wealth Management | 339 | $30.9K | 0.01% | +6+1.8% | Added |
| N.E.W. Advisory Services LLC | 352 | $32.1K | 0.00% | +261+286.8% | Added |
| Amplify Investments, LLC | 360 | $32.8K | 0.45% | +54+17.6% | Added |
| Harbor Investment Advisory, LLC | 363 | $33.1K | 0.00% | +363 | New |
| Key Financial Inc | 368 | $33.6K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 392 | $35.7K | 0.01% | +6+1.6% | Added |
| Quent Capital, LLC | 426 | $38.8K | 0.00% | +255+149.1% | Added |
| True Wealth Design, LLC | 474 | $43.2K | 0.01% | −252−34.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 475 | $43.3K | 0.03% | +275+137.5% | Added |
| SBI Okasan Asset Management Co.Ltd. | 500 | $43.8K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 484 | $44.1K | 0.02% | 00.0% | Unchanged |
| Compass Financial Management LLC | 482 | $44.9K | 0.01% | +482 | New |
| Adirondack Trust Co | 500 | $45.6K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $45.6K | 0.03% | 00.0% | Unchanged |
| First National Bank | 501 | $45.7K | 0.02% | +501 | New |
| Smartleaf Asset Management LLC | 526 | $46.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 518 | $47.0K | 0.00% | −836−61.7% | Reduced |
| Axiom Investment Management LLC | 519 | $47.3K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 520 | $47.4K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 536 | $48.9K | 0.00% | +536 | New |
| South Dakota Investment Council | 650 | $59.0K | 0.00% | +650 | New |
| Onefund, LLC | 650 | $59.3K | 0.03% | −7−1.1% | Reduced |
| SBI Securities Co., Ltd. | 664 | $60.5K | 0.00% | −179−21.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 683 | $62.3K | 0.01% | +103+17.8% | Added |
| Massmutual Trust Co FSB | 685 | $62.5K | 0.00% | −153−18.3% | Reduced |
| Leonteq Securities AG | 724 | $66.0K | 0.00% | −19−2.6% | Reduced |
| Clearstead Advisors, LLC | 725 | $66.1K | 0.00% | −1,800−71.3% | Reduced |
| Chilton Capital Management LLC | 731 | $66.7K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 731 | $66.7K | 0.04% | +5+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 800 | $73.0K | 0.01% | +800 | New |
| Pinnacle Holdings, LLC | 806 | $73.5K | 0.02% | +806 | New |
| Hantz Financial Services, Inc. | 852 | $78.0K | 0.00% | −34−3.8% | Reduced |
| Payden & Rygel | 853 | $78.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 900 | $82.1K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 956 | $87.2K | 0.00% | −123−11.4% | Reduced |
| Covestor Ltd | 974 | $89.0K | 0.05% | +848+673.0% | Added |
| Acumen Wealth Advisors, LLC | 976 | $89.0K | 0.02% | −200−17.0% | Reduced |
| IFP Advisors, Inc | 985 | $89.8K | 0.00% | −75−7.1% | Reduced |
| Ameriflex Group, Inc. | 1,000 | $91.2K | 0.04% | −200−16.7% | Reduced |
| AlphaCentric Advisors LLC | 1,008 | $91.9K | 0.08% | +57+6.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,010 | $92.1K | 0.03% | −140−12.2% | Reduced |
| Global Retirement Partners, LLC | 1,101 | $100.4K | 0.00% | +1,101 | New |
| Harbour Investments, Inc. | 1,118 | $102.0K | 0.00% | +59+5.6% | Added |
| Private Wealth Management Group, LLC | 1,153 | $105.1K | 0.02% | +962+503.7% | Added |
| Oakworth Capital, Inc. | 1,244 | $113.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,245 | $113.5K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,346 | $122.7K | 0.01% | −825−38.0% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,365 | $124.5K | 0.00% | −681−33.3% | Reduced |
| Siemens Fonds Invest GmbH | 1,456 | $132.8K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,500 | $136.8K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,515 | $138.2K | 0.05% | −961−38.8% | Reduced |