Expand EnergyEXE
13F holders, Q1 2024 (March 31)495holders
10famous investors
$88.79avg. 13F price*
At the end of Q1 2024, 495 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings. The largest holders were T. Rowe Price Investment Management, Inc. ($1.1B), Blackstone Inc. ($1.1B) and Vanguard Group Inc. ($1.1B). 10 famous investors held it, including Howard Marks (11.0% of Oaktree Capital Management's portfolio), David Tepper (0.3% of Appaloosa's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Expand Energy Corp.
- Filed as
- CHESAPEAKE ENERGY CORP (Q1 2024)
- Sector
- Energy
- CUSIP
- 165167735
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $379.9M |
| Exits | 69 | $217.3M |
Ownership 495 holders
| T. Rowe Price Investment Management, Inc. | 0.70% | Add +45.7% | 12,812,822 | $1.1B |
| Blackstone Inc. | 4.87% | Add +0.1% | 12,677,399 | $1.1B |
| Vanguard Group Inc. | 0.02% | Reduce -0.6% | 12,603,724 | $1.1B |
| BlackRock Inc. | 0.02% | Add +1.8% | 11,434,619 | $1.0B |
| T. Rowe Price Associates Inc. | 0.10% | Add +233.0% | 9,059,644 | $804.8M |
| Oaktree Capital Management | 10.96% | Reduce -0.2% | 6,984,084 | $620.4M |
| Wellington Management Group LLP | 0.09% | Add +18.6% | 5,839,171 | $518.7M |
| State Street Corp. | 0.02% | Add +0.7% | 3,947,393 | $350.6M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -11.4% | 3,826,912 | $339.9M |
| First Trust Advisors LP | 0.32% | Add +450.7% | 3,526,836 | $313.3M |
| Kimmeridge Energy Management Company, LLC | 12.18% | Reduce -9.1% | 2,867,879 | $254.8M |
| Dimensional Fund Advisors LP | 0.07% | Add +44.1% | 2,823,105 | $250.8M |
| Bank of New York Mellon Corp | 0.04% | Reduce -8.3% | 2,600,695 | $231.0M |
| Lord, Abbett & Co. LLC | 0.75% | Add +13.4% | 2,599,352 | $230.9M |
| Thrivent Financial for Lutherans | 0.46% | Add +0.5% | 2,573,935 | $228.6M |
| Geode Capital Management, LLC | 0.02% | Add +13.5% | 2,347,932 | $208.3M |
| Glendon Capital Management LP | 16.07% | No change | 2,124,060 | $188.6M |
| Invesco Ltd. | 0.04% | Add +41.4% | 1,864,475 | $165.6M |
| FMR LLC | 0.01% | Reduce -14.3% | 1,536,505 | $136.5M |
| Bank of America Corp. | 0.01% | Add +36.1% | 1,364,204 | $121.2M |
| Ceredex Value Advisors LLC | 2.02% | Reduce -11.4% | 1,299,606 | $115.4M |
| Prudential Financial Inc. | 0.14% | Reduce -45.0% | 1,137,742 | $101.1M |
| Two Sigma Investments, LP | 0.23% | Add +2931.0% | 1,026,931 | $91.2M |
| Morgan Stanley | 0.01% | Add +37.8% | 996,742 | $88.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.4% | 921,091 | $81.8M |
| Voya Investment Management LLC | 0.09% | Add +41.2% | 910,320 | $80.9M |
| Capital World Investors | 0.01% | Reduce -75.3% | 818,211 | $72.7M |
| Cannell & Spears LLC | 1.46% | New | 795,539 | $70.7M |
| LSV Asset Management | 0.14% | Reduce -8.2% | 755,040 | $67.1M |
| Northern Trust Corp. | 0.01% | Reduce -14.1% | 739,138 | $65.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.0% | 672,208 | $59.7M |
| Janus Henderson Group PLC | 0.03% | Reduce -1.3% | 634,619 | $56.4M |
| Encompass Capital Advisors LLC | 2.86% | Reduce -11.4% | 593,623 | $52.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -25.4% | 572,735 | $50.9M |
| Macquarie Group Ltd. | 0.06% | Reduce -12.5% | 551,159 | $48.6M |
| Neuberger Berman Group LLC | 0.04% | Reduce -6.5% | 524,793 | $46.6M |
| Thompson Siegel & Walmsley LLC | 0.66% | Reduce -40.1% | 484,814 | $43.1M |
| Principal Financial Group Inc. | 0.02% | Add +1.4% | 468,133 | $41.6M |
| Clearbridge Investments, LLC | 0.03% | Reduce -62.0% | 459,508 | $40.8M |
| Amundi | 0.02% | Add +4.3% | 453,341 | $39.6M |
| Legal & General Group Plc | 0.01% | Reduce -5.9% | 423,644 | $37.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.9% | 423,627 | $37.6M |
| Deprince Race & Zollo Inc. | 0.76% | Add +29.4% | 399,963 | $35.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -73.9% | 345,460 | $30.7M |
| Van Eck Associates Corp. | 0.05% | Reduce -3.1% | 338,690 | $30.1M |
| Renaissance Technologies | 0.05% | New | 333,931 | $29.7M |
| Swiss National Bank | 0.02% | Reduce -5.4% | 332,900 | $29.6M |
| Rhumbline Advisers | 0.03% | Reduce -2.4% | 328,262 | $29.2M |
| Worldquant Millennium Advisors LLC | 0.35% | Add +407.1% | 322,794 | $28.7M |
| Citadel Advisors | 0.03% | Add +6.0% | 318,531 | $28.3M |
| Retirement Systems of Alabama | 0.11% | Add +17.8% | 310,008 | $27.5M |
| Holocene Advisors, LP | 0.10% | New | 306,990 | $27.3M |
| Schwartz Investment Counsel Inc. | 0.98% | Reduce -21.1% | 303,200 | $26.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 298,799 | $26.5M |
| UBS Group AG | 0.01% | Reduce -28.7% | 284,949 | $25.3M |
| GMO | 0.09% | Reduce -32.1% | 278,417 | $24.7M |
| Ameriprise Financial Inc. | 0.01% | Add +93.0% | 275,657 | $24.5M |
| TD Asset Management Inc | 0.02% | Add +68.8% | 273,600 | $24.3M |
| Patient Capital Management, LLC | 1.18% | Reduce -0.1% | 273,385 | $24.3M |
| Castle Hook Partners LP | 0.85% | Add +78.3% | 263,703 | $23.4M |
| Sasco Capital Inc. / CT/ | 2.96% | No change | 249,040 | $22.1M |
| Wedge Capital Management L L P | 0.35% | Add +0.6% | 244,529 | $21.7M |
| Waratah Capital Advisors Ltd. | 1.08% | New | 236,600 | $21.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -1.9% | 224,368 | $19.9M |
| Zurich Insurance Group Ltd | 0.18% | New | 221,090 | $19.6M |
| Vest Financial, LLC | 0.52% | New | 220,082 | $19.5M |
| California Public Employees Retirement System | 0.01% | Reduce -2.8% | 219,685 | $19.5M |
| Alta Fundamental Advisers LLC | 9.61% | No change | 213,940 | $19.0M |
| Appaloosa | 0.27% | No change | 203,000 | $18.0M |
| Jennison Associates LLC | 0.01% | Add +1.3% | 200,083 | $17.8M |
| Foundry Partners, LLC | 0.94% | Add +17.7% | 198,415 | $17.6M |
| 1832 Asset Management L.P. | 0.03% | Add +19.3% | 197,753 | $17.6M |
| Alliancebernstein L.P. | 0.01% | Add +0.0% | 196,053 | $17.4M |
| River Road Asset Management, LLC | 0.23% | Reduce -7.7% | 195,727 | $17.4M |
| Hartree Partners, LP | 4.39% | Add +20.3% | 190,000 | $16.9M |
| Brandes Investment Partners, LP | 0.21% | Add +18.3% | 187,994 | $16.7M |
| Barclays PLC | 0.01% | Reduce -3.1% | 182,303 | $16.2M |
| Vident Advisory, LLC | 0.33% | Add +37.1% | 176,021 | $15.6M |
| Woodline Partners LP | 0.14% | New | 173,400 | $15.4M |
| Van Lanschot Kempen Investment Management N.V. | 0.19% | Add +1.4% | 173,181 | $15.4M |
| KBC Group NV | 0.05% | Add +1238.5% | 172,484 | $15.3M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -16.4% | 167,641 | $15.0M |
| Chartwell Investment Partners, LLC | 0.51% | Reduce -12.4% | 164,459 | $14.6M |
| Sagefield Capital LP | 1.77% | Reduce -37.5% | 163,284 | $14.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -4.0% | 181,237 | $13.8M |
| American Century Companies Inc. | 0.01% | Add +21.5% | 154,013 | $13.7M |
| AQR Capital Management | 0.02% | Reduce -27.4% | 153,903 | $13.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 152,288 | $13.5M |
| Deutsche Bank AG | 0.01% | Reduce -36.0% | 151,497 | $13.5M |
| Cubist Systematic Strategies, LLC | 0.15% | New | 151,284 | $13.4M |
| California State Teachers Retirement System | 0.02% | Reduce -5.4% | 149,655 | $13.3M |
| American International Group, Inc. | 0.05% | Reduce -2.2% | 147,268 | $13.1M |
| Two Sigma Advisers, LP | 0.03% | New | 146,786 | $13.0M |
| Hodges Capital Management Inc. | 0.80% | Reduce -13.0% | 141,980 | $12.6M |
| Clough Capital Partners L P | 1.37% | Reduce -35.0% | 140,736 | $12.5M |
| M&G PLC | 0.09% | — | 138,970 | $12.4M |
| Cambria Investment Management, L.P. | 0.73% | New | 137,791 | $12.2M |
| Victory Capital Management Inc. | 0.01% | Add +1.3% | 135,051 | $12.0M |
| Janney Capital Management LLC | 0.78% | Reduce -3.9% | 132,001 | $11.7M |
| Danske Bank A/S | 0.04% | — | 126,908 | $11.3M |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.