Expion Energy, Inc.
XPON- Exchange
- Nasdaq
- Industry
- Miscellaneous Electrical Machinery, Equipment & Supplies
- SEC CIK
- 0001894954
No open-market purchases or sales by Expion Energy, Inc. insiders were filed in the last 90 days; 15 institutions reported holding it in 13F filings for Q2 2026, worth $316.0K in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Expion Energy, Inc. as of Dec 31, 2023. 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
- 16
- +6 vs. Q3 2023
- Shares held
- 193.8K
- +15.0K (+8.4%) vs. Q3 2023
- Total value
- $1.03M
- +$284.9K (+38.5%) vs. Q3 2023
- New holders
- 7
- 5 more added
- Sold out
- 1
- 2 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XPON 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 | 15 | $316.0K |
| Q1 2026 | 10 | $191.4K |
| Q4 2025 | 11 | $178.2K |
| Q3 2025 | 14 | $201.6K |
| Q2 2025 | 10 | $117.3K |
| Q1 2025 | 8 | $129.9K |
| Q4 2024 | 8 | $35.1K |
| Q3 2024 | 9 | $151.1K |
| Q2 2024 | 12 | $246.3K |
| Q1 2024 | 13 | $579.9K |
| Q4 2023 | 16 | $1.03M |
| Q3 2023 | 10 | $740.1K |
| Q2 2023 | 8 | $728.6K |
| Q1 2023 | 9 | $580.6K |
| Q4 2022 | 8 | $254.2K |
| Q3 2022 | 6 | $119.0K |
| Q2 2022 | 6 | $136.0K |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Expion Energy, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cahill Wealth Management, LLC | 44,387 | $239.2K | 0.16% | 00.0% | Unchanged |
| Vanguard Group Inc | 39,179 | $211.2K | 0.00% | +8,654+28.4% | Added |
| Geode Capital Management, LLC | 32,895 | $173.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,832 | $112.0K | 0.00% | +20,832 | New |
| Perritt Capital Management Inc | 15,000 | $80.8K | 0.05% | −10,000−40.0% | Reduced |
| Citadel Advisors LLC | 11,456 | $60.3K | 0.00% | +11,456 | New |
| BlackRock Inc. | 10,380 | $55.9K | 0.00% | +1,683+19.4% | Added |
| AE Wealth Management LLC | 12,375 | $53.3K | 0.00% | −9,090−42.3% | Reduced |
| Morgan Stanley | 5,350 | $28.8K | 0.00% | +550+11.5% | Added |
| Tower Research Capital LLC (TRC) | 1,792 | $9.66K | 0.00% | +727+68.3% | Added |
| FMR LLC | 46 | $242 | 0.00% | +46 | New |
| UBS Group AG | 35 | $189 | 0.00% | +35 | New |
| Wells Fargo & Company | 30 | $162 | 0.00% | +2+7.1% | Added |
| JPMorgan Chase & Co | 6 | $32 | 0.00% | +6 | New |
| Bank of America Corp | 4 | $22 | 0.00% | +4 | New |
| Royal Bank of Canada | 59 | $0 | 0.00% | +59 | New |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |