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, 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
- 854
- −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
- 363 more added
- Sold out
- 147
- 269 more reduced
9 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 | 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, 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 |
|---|---|---|---|---|---|
| Florida Financial Advisors, LLC | 2,983 | $272.2K | 0.05% | +294+10.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,984 | $272.0K | 0.00% | −4,960−62.4% | Reduced |
| Capstone Wealth Management, LLC | 2,977 | $271.5K | 0.13% | +2,977 | New |
| Personal Cfo Solutions, LLC | 2,975 | $271.3K | 0.04% | +362+13.9% | Added |
| Allstate Corp | 2,961 | $270.0K | 0.00% | −22,287−88.3% | Reduced |
| Laird Norton Trust Company, LLC | 2,945 | $268.6K | 0.01% | −897−23.3% | Reduced |
| Wealth Science Advisors LLC | 2,848 | $259.7K | 0.12% | −641−18.4% | Reduced |
| Nicolet Bankshares Inc | 2,829 | $258.0K | 0.01% | −5,580−66.4% | Reduced |
| Atomi Financial Group, Inc. | 2,800 | $255.3K | 0.01% | +503+21.9% | Added |
| Oak Harvest Investment Services | 2,775 | $253.1K | 0.02% | −75,786−96.5% | Reduced |
| Ostrum Asset Management | 2,768 | $252.4K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,751 | $250.9K | 0.00% | −1,702−38.2% | Reduced |
| VestGen Advisors, LLC | 2,705 | $246.7K | 0.01% | −1,047−27.9% | Reduced |
| Terril Brothers, Inc. | 2,700 | $246.2K | 0.06% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,670 | $243.5K | 0.01% | +482+22.0% | Added |
| Mraz, Amerine & Associates, Inc. | 2,601 | $237.2K | 0.03% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,564 | $233.8K | 0.07% | +2,564 | New |
| Coldstream Capital Management Inc | 2,541 | $231.7K | 0.00% | +612+31.7% | Added |
| EntryPoint Capital, LLC | 2,524 | $230.2K | 0.06% | +2,524 | New |
| Parallel Advisors, LLC | 2,509 | $228.8K | 0.00% | +603+31.6% | Added |
| Baird Financial Group, Inc. | 2,505 | $228.4K | 0.00% | +2,505 | New |
| Teza Capital Management LLC | 2,502 | $228.2K | 0.44% | +80+3.3% | Added |
| Gruss & Co., LLC | 2,500 | $228.0K | 0.60% | −500−16.7% | Reduced |
| Abel Hall, LLC | 2,498 | $227.8K | 0.04% | +2,498 | New |
| United Capital Financial Advisers, LLC | 2,468 | $225.1K | 0.00% | −1,283−34.2% | Reduced |
| Storgate, LLC | 2,428 | $221.4K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,401 | $218.9K | 0.02% | +179+8.1% | Added |
| Washburn Capital Management, Inc. | 2,400 | $218.9K | 0.11% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 2,380 | $217.0K | 0.00% | +2,380 | New |
| Havemeyer Place LP | 2,367 | $215.8K | 0.02% | +2,367 | New |
| Legacy Financial Advisors, Inc. | 2,359 | $215.1K | 0.03% | +516+28.0% | Added |
| Signaturefd, LLC | 2,328 | $212.3K | 0.00% | +760+48.5% | Added |
| Caerus Investment Advisors, LLC | 2,321 | $211.7K | 0.07% | +2,321 | New |
| ORG Wealth Partners, LLC | 2,304 | $210.1K | 0.03% | +255+12.4% | Added |
| Alpine Bank Wealth Management | 2,300 | $209.7K | 0.03% | +2,300 | New |
| QTR Family Wealth, LLC | 2,265 | $206.5K | 0.07% | −1,283−36.2% | Reduced |
| Ballentine Partners, LLC | 2,254 | $205.5K | 0.00% | +296+15.1% | Added |
| Guidance Capital, Inc | 2,311 | $203.8K | 0.04% | +47+2.1% | Added |
| Resources Investment Advisors, LLC. | 2,228 | $203.2K | 0.00% | +41+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 2,226 | $203.0K | 0.00% | −41−1.8% | Reduced |
| Proficio Capital Partners LLC | 2,226 | $203.0K | 0.01% | +2,226 | New |
| Jeppson Wealth Management, LLC | 2,225 | $202.9K | 0.06% | +2,225 | New |
| Cigna Investments Inc | 2,191 | $200.0K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,055 | $187.4K | 0.00% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 2,000 | $182.4K | 0.02% | +2,000 | New |
| TD Private Client Wealth LLC | 1,959 | $178.6K | 0.00% | −170−8.0% | Reduced |
| Geneos Wealth Management Inc. | 1,820 | $165.9K | 0.00% | +101+5.9% | Added |
| Ronald Blue Trust, Inc. | 1,791 | $163.3K | 0.00% | −22−1.2% | Reduced |
| Larson Financial Group LLC | 1,621 | $147.8K | 0.00% | +221+15.8% | Added |
| Hazlett, Burt & Watson, Inc. | 1,610 | $147.0K | 0.04% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,570 | $143.2K | 0.02% | +19+1.2% | Added |
| Assetmark, Inc | 1,569 | $143.1K | 0.00% | +1,122+251.0% | Added |
| Optiver Holding B.V. | 1,562 | $142.4K | 0.00% | +1,265+425.9% | Added |
| Generali Investments, Management Co LLC | 1,534 | $139.9K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,515 | $138.2K | 0.05% | −961−38.8% | Reduced |
| Canton Hathaway, LLC | 1,500 | $136.8K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,456 | $132.8K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 1,365 | $124.5K | 0.00% | −681−33.3% | Reduced |
| Toth Financial Advisory Corp | 1,346 | $122.7K | 0.01% | −825−38.0% | Reduced |
| Solstein Capital, LLC | 1,245 | $113.5K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,244 | $113.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,153 | $105.1K | 0.02% | +962+503.7% | Added |
| Harbour Investments, Inc. | 1,118 | $102.0K | 0.00% | +59+5.6% | Added |
| Global Retirement Partners, LLC | 1,101 | $100.4K | 0.00% | +1,101 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,010 | $92.1K | 0.03% | −140−12.2% | Reduced |
| AlphaCentric Advisors LLC | 1,008 | $91.9K | 0.08% | +57+6.0% | Added |
| Ameriflex Group, Inc. | 1,000 | $91.2K | 0.04% | −200−16.7% | Reduced |
| IFP Advisors, Inc | 985 | $89.8K | 0.00% | −75−7.1% | Reduced |
| Acumen Wealth Advisors, LLC | 976 | $89.0K | 0.02% | −200−17.0% | Reduced |
| Covestor Ltd | 974 | $89.0K | 0.05% | +848+673.0% | Added |
| Huntington National Bank | 956 | $87.2K | 0.00% | −123−11.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 900 | $82.1K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 852 | $78.0K | 0.00% | −34−3.8% | Reduced |
| Payden & Rygel | 853 | $78.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 806 | $73.5K | 0.02% | +806 | New |
| Newbridge Financial Services Group, Inc. | 800 | $73.0K | 0.01% | +800 | New |
| Caitlin John, LLC | 731 | $66.7K | 0.04% | +5+0.7% | Added |
| Chilton Capital Management LLC | 731 | $66.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 725 | $66.1K | 0.00% | −1,800−71.3% | Reduced |
| Leonteq Securities AG | 724 | $66.0K | 0.00% | −19−2.6% | Reduced |
| Massmutual Trust Co FSB | 685 | $62.5K | 0.00% | −153−18.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 683 | $62.3K | 0.01% | +103+17.8% | Added |
| SBI Securities Co., Ltd. | 664 | $60.5K | 0.00% | −179−21.2% | Reduced |
| Onefund, LLC | 650 | $59.3K | 0.03% | −7−1.1% | Reduced |
| South Dakota Investment Council | 650 | $59.0K | 0.00% | +650 | New |
| MCF Advisors LLC | 536 | $48.9K | 0.00% | +536 | New |
| Piscataqua Savings Bank | 520 | $47.4K | 0.03% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 519 | $47.3K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 518 | $47.0K | 0.00% | −836−61.7% | Reduced |
| Smartleaf Asset Management LLC | 526 | $46.1K | 0.00% | 00.0% | Unchanged |
| First National Bank | 501 | $45.7K | 0.02% | +501 | New |
| Adirondack Trust Co | 500 | $45.6K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $45.6K | 0.03% | 00.0% | Unchanged |
| Compass Financial Management LLC | 482 | $44.9K | 0.01% | +482 | New |
| McGuire Capital Advisors Inc | 484 | $44.1K | 0.02% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 500 | $43.8K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 475 | $43.3K | 0.03% | +275+137.5% | Added |
| True Wealth Design, LLC | 474 | $43.2K | 0.01% | −252−34.7% | Reduced |
| Quent Capital, LLC | 426 | $38.8K | 0.00% | +255+149.1% | Added |
| Costello Asset Management, INC | 392 | $35.7K | 0.01% | +6+1.6% | Added |