Skip to main content

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
Baker Avenue Asset Management, LP0$00.00%−5,592−100.0%Sold out
Pitcairn Wealth Advisors LLC0$00.00%−5,275−100.0%Sold out
Sciencast Management LP0$00.00%−5,189−100.0%Sold out
Wexford Capital LP0$00.00%−5,148−100.0%Sold out
Americana Partners, LLC0$00.00%−4,924−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−5,089−100.0%Sold out
Simmons Bank0$00.00%−4,783−100.0%Sold out
Mangrove Partners0$00.00%−4,636−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−4,761−100.0%Sold out
Inceptionr LLC0$00.00%−4,399−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−4,034−100.0%Sold out
Acadian Asset Management LLC0$00.00%−3,800−100.0%Sold out
Norden Group LLC0$00.00%−3,767−100.0%Sold out
Daymark Wealth Partners, LLC0$00.00%−3,680−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−3,469−100.0%Sold out
Aubrey Capital Management Ltd0$00.00%−3,300−100.0%Sold out
Oliver Luxxe Assets LLC0$00.00%−3,255−100.0%Sold out
Jennison Associates LLC0$00.00%−3,222−100.0%Sold out
Verition Fund Management LLC0$00.00%−3,010−100.0%Sold out
Pickering Energy Partners LP0$00.00%−3,000−100.0%Sold out
Douglass Winthrop Advisors, LLC0$00.00%−2,975−100.0%Sold out
Advyzon Investment Management, LLC0$00.00%−2,963−100.0%Sold out
Frank, Rimerman Advisors LLC0$00.00%−2,889−100.0%Sold out
Meridian Wealth Advisors, LLC0$00.00%−2,850−100.0%Sold out
Evoke Wealth, LLC0$00.00%−2,815−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−2,689−100.0%Sold out
Crumly & Associates Inc.0$00.00%−2,604−100.0%Sold out
WBI Investments0$00.00%−2,549−100.0%Sold out
R Squared Ltd0$00.00%−2,436−100.0%Sold out
PW Nova Financial Services LLC0$00.00%−2,430−100.0%Sold out
EJMK Ventures LLC0$00.00%−2,414−100.0%Sold out
Souders Financial Advisors0$00.00%−2,408−100.0%Sold out
GenTrust, LLC0$00.00%−2,385−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−2,350−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−2,309−100.0%Sold out
LMR Partners LLP0$00.00%−2,273−100.0%Sold out
Fi3 FINANCIAL ADVISORS, LLC0$00.00%−2,251−100.0%Sold out
MBL Wealth, LLC0$00.00%−2,246−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−2,157−100.0%Sold out
E&G Advisors, LP0$00.00%−2,123−100.0%Sold out
Innova Wealth Partners0$00.00%−2,115−100.0%Sold out
Essex Savings Bank0$00.00%−2,111−100.0%Sold out
Brown Advisory Inc0$00.00%−2,101−100.0%Sold out
Fiduciary Trust Co0$00.00%−2,090−100.0%Sold out
Ironwood Investment Management LLC0$00.00%−2,042−100.0%Sold out
One + One Wealth Management, LLC0$00.00%−2,038−100.0%Sold out
Prospera Financial Services Inc0$00.00%−2,005−100.0%Sold out
PCM Encore, LLC0$00.00%−2,003−100.0%Sold out
Keybank National Association0$00.00%−2,003−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−2,000−100.0%Sold out
Concurrent Investment Advisors, LLC0$00.00%−1,956−100.0%Sold out
Brown Financial Advisors0$00.00%−1,946−100.0%Sold out
Commerce Bank0$00.00%−1,933−100.0%Sold out
Uncommon Cents Investing LLC0$00.00%−1,920−100.0%Sold out
180 Wealth Advisors, LLC0$00.00%−1,829−100.0%Sold out
Essex Financial Services, Inc.0$00.00%−1,829−100.0%Sold out
Root Financial Partners, LLC0$00.00%−1,360−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−1,313−100.0%Sold out
RWM Asset Management, LLC0$00.00%−1,264−100.0%Sold out
Chung Wu Investment Group, LLC0$00.00%−1,200−100.0%Sold out
Hilltop National Bank0$00.00%−436−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−379−100.0%Sold out
Golden State Equity Partners0$00.00%−290−100.0%Sold out
Pinney & Scofield, Inc.0$00.00%−260−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−239−100.0%Sold out
Greykasell Wealth Strategies, Inc.0$00.00%−220−100.0%Sold out
Bank of New Hampshire0$00.00%−189−100.0%Sold out
Portus Wealth Advisors, LLC0$00.00%−178−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−177−100.0%Sold out
GoalVest Advisory LLC0$00.00%−177−100.0%Sold out
Truvestments Capital LLC0$00.00%−120−100.0%Sold out
Swiss Re Ltd0$00.00%−105−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−100−100.0%Sold out
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−83−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−70−100.0%Sold out
Princeton Global Asset Management LLC0$00.00%−58−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−40−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−38−100.0%Sold out
Clark Wealth Partners0$00.00%−20−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−17−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−15−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−13−100.0%Sold out
High Note Wealth, LLC0$00.00%−10−100.0%Sold out
Vision Retirement, LLC0$00.00%−9−100.0%Sold out
Rossby Financial, LCC0$00.00%−9−100.0%Sold out
Kayne Anderson Rudnick Investment Management LLC0$00.00%−8−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−7−100.0%Sold out
IMG Wealth Management, Inc.0$00.00%−6−100.0%Sold out
Albion Financial Group0$00.00%−5−100.0%Sold out
Colonial Trust Co0$00.00%−5−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−5−100.0%Sold out
First Horizon Corp0$00.00%−4−100.0%Sold out
Curio Wealth, LLC0$00.00%−4−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−3−100.0%Sold out
Godsey & Gibb Associates0$00.00%−2−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−2−100.0%Sold out
Asset Dedication, LLC0$00.00%−1−100.0%Sold out
Synergy Investment Management, LLC0$00.00%−1−100.0%Sold out
Napier Financial, LLC0$00.00%−1−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%0Sold out