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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 20 | $1.82K | 0.00% | −13−39.4% | Reduced |
| Arlington Trust Co LLC | 20 | $1.82K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18 | $1.66K | 0.00% | −4−18.2% | Reduced |
| Valued Wealth Advisors LLC | 17 | $1.55K | 0.00% | −61−78.2% | Reduced |
| CDKV Holdings LLC | 16 | $1.46K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $1.46K | 0.00% | +6+60.0% | Added |
| Fulcrum Asset Management LLP | 16 | $1.40K | 0.00% | +16 | New |
| Accordant Advisory Group Inc | 15 | $1.37K | 0.00% | −36,780−100.0% | Reduced |
| Advocate Investing Services LLC | 14 | $1.28K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $1.28K | 0.00% | +1+7.7% | Added |
| Wall Street Access Asset Management, LLC | 14 | $1.28K | 0.00% | +14 | New |
| Activest Wealth Management | 13 | $1.20K | 0.00% | +13 | New |
| LRI Investments, LLC | 13 | $1.19K | 0.00% | −551−97.7% | Reduced |
| Washington Trust Advisors, Inc. | 13 | $1.19K | 0.00% | +4+44.4% | Added |
| Bogart Wealth, LLC | 13 | $1.19K | 0.00% | +12+1,200.0% | Added |
| Nemes Rush Group LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Penserra Capital Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 10 | $912 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 9 | $803 | 0.00% | −29−76.3% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $730 | 0.00% | −31−79.5% | Reduced |
| Signature Equity Partners, LLC | 8 | $730 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 8 | $730 | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 7 | $639 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $638 | 0.00% | −6−46.2% | Reduced |
| UMA Financial Services, Inc. | 6 | $548 | 0.00% | +1+20.0% | Added |
| Sunrise Financial Services, LLC | 6 | $547 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $547 | 0.00% | +3+100.0% | Added |
| Torren Management, LLC | 5 | $470 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 5 | $456 | 0.00% | −46−90.2% | Reduced |
| Addison Advisors LLC | 5 | $456 | 0.00% | −20−80.0% | Reduced |
| TFC Financial Management | 5 | $456 | 0.00% | −6−54.5% | Reduced |
| American Capital Advisory, LLC | 5 | $456 | 0.00% | +2+66.7% | Added |
| Valley National Advisers Inc | 5 | $456 | 0.00% | +5 | New |
| Tounjian Advisory Partners, LLC | 4 | $382 | 0.00% | +4 | New |
| Brown, Lisle/Cummings, Inc. | 4 | $365 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $359 | 0.00% | −1−20.0% | Reduced |
| Triumph Capital Management | 3 | $274 | 0.00% | −9−75.0% | Reduced |
| Trust Co | 3 | $274 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 3 | $274 | 0.00% | +1+50.0% | Added |
| Operose Advisors LLC | 3 | $274 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 2 | $183 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $183 | 0.00% | +2 | New |
| EFG International AG | 2 | $182 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $182 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 2 | $182 | 0.00% | +2 | New |
| HHM Wealth Advisors, LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $91 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,519,602−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −847,938−100.0% | Sold out |
| Gemsstock Limited | 0 | $0 | 0.00% | −437,900−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −431,690−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −408,643−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −238,683−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −190,320−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −133,555−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −126,275−100.0% | Sold out |
| Mudita Advisors LLP | 0 | $0 | 0.00% | −123,700−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −112,742−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −84,745−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −79,338−100.0% | Sold out |
| Energy Income Partners, LLC | 0 | $0 | 0.00% | −76,381−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −75,404−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −70,074−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −46,289−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −45,583−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| First American Bank | 0 | $0 | 0.00% | −35,998−100.0% | Sold out |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −35,685−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −30,902−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −28,959−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −28,350−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,650−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −25,619−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −24,964−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −22,992−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −22,792−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −22,576−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −22,103−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −21,888−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −21,682−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,978−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −16,388−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,365−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −11,017−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −10,959−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −9,816−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −8,356−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −8,307−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −6,255−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |