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, Q3 2025
Institutional positions in Expion Energy, Inc. as of Sep 30, 2025. 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
- 14
- +4 vs. Q2 2025
- Shares held
- 140.0K
- +11.2K (+8.7%) vs. Q2 2025
- Total value
- $201.6K
- +$84.3K (+71.8%) vs. Q2 2025
- New holders
- 7
- 1 more added
- Sold out
- 3
- 4 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Expion Energy, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $2 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 4 | $6 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 5 | $7 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 29 | $41 | 0.00% | −3−9.4% | Reduced |
| Citigroup Inc | 446 | $642 | 0.00% | +446 | New |
| UBS Group AG | 839 | $1.21K | 0.00% | −36,343−97.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,002 | $1.44K | 0.00% | −2,669−72.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,000 | $14.4K | 0.00% | +10,000 | New |
| Northern Trust Corp | 14,307 | $20.6K | 0.00% | +14,307 | New |
| Two Sigma Securities, LLC | 15,057 | $21.7K | 0.00% | −2,631−14.9% | Reduced |
| Vanguard Group Inc | 16,392 | $23.6K | 0.00% | +16,392 | New |
| Ground Swell Capital, LLC | 16,416 | $23.6K | 0.05% | +16,416 | New |
| Geode Capital Management, LLC | 22,300 | $32.1K | 0.00% | +1,116+5.3% | Added |
| Apollon Wealth Management, LLC | 43,228 | $62.2K | 0.00% | +43,228 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −31,719−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,156−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −209−100.0% | Sold out |