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

02004006008001,000 Q1 2024: 495Q1 2024Q2 2024: 470Q2 2024Q3 2024: 467Q3 2024Q4 2024: 641Q4 2024Q1 2025: 736Q1 2025Q2 2025: 811Q2 2025Q3 2025: 764Q3 2025Q4 2025: 870Q4 2025Q1 2026: 898Q1 2026Q2 2026: 853Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions94$379.9M
Exits69$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
HSBC Holdings PLC 0.01% Reduce -17.8% 124,724 $11.1M
Russell Investments Group, Ltd. 0.02% Add +66.4% 119,470 $10.6M
Cadence Bank 0.76% Add +0.9% 117,511 $10.4M
Allianz Asset Management GmbH 0.02% Reduce -59.8% 114,572 $10.2M
Employees Retirement System of Texas 0.11% No change 113,352 $10.1M
Mackenzie Financial Corp. 0.01% Add +10.7% 113,046 $10.0M
Ensign Peak Advisors, Inc 0.02% Add +25.9% 110,499 $9.8M
Wells Fargo & Company 0.00% Reduce -24.8% 109,389 $9.7M
State Board of Administration of Florida Retirement System 0.02% Reduce -9.3% 124,058 $9.4M
Credit Suisse AG/ 0.01% Add +2.9% 104,321 $9.3M
Levin Capital Strategies, L.P. 0.94% New 104,160 $9.3M
Manufacturers Life Insurance Company, The 0.01% Add +6.0% 100,342 $8.9M
Long Focus Capital Management, LLC 1.03% Add +4.3% 100,300 $8.9M
Texas Permanent School Fund Corp. 0.07% Add +1.1% 97,300 $8.6M
Goehring & Rozencwajg Associates, LLC 1.84% Add +5.2% 95,805 $8.5M
Bandera Partners LLC 3.29% No change 95,000 $8.4M
Ancora Advisors LLC 0.17% Reduce -5.3% 84,120 $7.5M
New York State Teachers Retirement System 0.02% Add +1.1% 83,689 $7.4M
Gotham Asset Management 0.11% Reduce -41.1% 83,223 $7.4M
Susquehanna Fundamental Investments, LLC 0.34% New 82,013 $7.3M
Citigroup Inc. 0.01% Reduce -35.1% 81,128 $7.2M
State of Wisconsin Investment Board 0.02% Reduce -0.8% 79,857 $7.1M
Comerica Bank 0.03% Reduce -2.2% 79,445 $7.1M
Amalgamated Bank 0.06% Add +7.0% 78,536 $7.0M
Stifel Financial Corp. 0.01% Reduce -20.6% 77,295 $6.9M
Treasurer of the State of North Carolina 0.03% Reduce -0.3% 77,239 $6.9M
Jane Street Group, LLC 0.01% Reduce -60.0% 77,035 $6.8M
Mutual of America Capital Management LLC 0.07% Reduce -3.2% 74,057 $6.6M
Susquehanna International Group, LLP 0.01% Reduce -46.1% 73,138 $6.5M
OnyxPoint Global Management LP 3.89% No change 72,575 $6.4M
State of Tennessee, Department of Treasury 0.02% No change 69,404 $6.2M
New York State Common Retirement Fund 0.01% New 68,000 $6.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -9.1% 65,389 $5.8M
Bridgeway Capital Management, LLC 0.12% Add +487.6% 64,230 $5.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +5.1% 63,746 $5.7M
Twin Tree Management, LP 0.13% Reduce -51.4% 63,619 $5.7M
Nicholas Investment Partners, LP 0.62% No change 61,500 $5.5M
MetLife Investment Management, LLC 0.04% Reduce -2.8% 61,323 $5.4M
Advisors Asset Management, Inc. 0.10% Reduce -27.8% 60,790 $5.4M
Maven Securities LTD 0.32% New 60,036 $5.3M
Duality Advisers, LP 0.51% New 58,686 $5.2M
State of New Jersey Common Pension Fund D 0.02% No change 57,943 $5.1M
Bridgewater Associates 0.03% Reduce -41.4% 57,804 $5.1M
Marshall Wace, LLP 0.01% New 56,339 $5.0M
KADENSA CAPITAL Ltd 1.36% Reduce -90.7% 56,268 $5.0M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -72.2% 55,812 $5.0M
Sei Investments Co. 0.01% Add +131.8% 55,802 $5.0M
Schonfeld Strategic Advisors LLC 0.04% New 55,186 $4.9M
Bank of Montreal 0.00% Add +36.0% 54,567 $4.9M
Robeco Institutional Asset Management B.V. 0.01% Add +0.6% 53,879 $4.8M
Invenomic Capital Management LP 0.25% New 52,809 $4.7M
Public Employees Retirement System of Ohio 0.02% Reduce -7.5% 52,724 $4.7M
Pinnacle Associates Ltd. 0.07% Reduce -0.7% 51,980 $4.6M
Yousif Capital Management, LLC 0.05% Reduce -1.6% 51,200 $4.5M
West Family Investments, Inc. 1.38% No change 50,000 $4.4M
Hara Capital LLC 2.64% Add +8.5% 49,572 $4.4M
Prospera Financial Services Inc 0.13% Reduce -44.0% 48,916 $4.3M
Easterly Investment Partners LLC 0.33% Add +90.3% 48,326 $4.3M
Knightsbridge Asset Management, LLC 1.19% No change 53,924 $4.1M
Seven Eight Capital, LP 0.43% Add +103.6% 46,690 $4.1M
GeoSphere Capital Management, LLC 3.33% New 45,000 $4.0M
Franklin Resources Inc. 0.00% Reduce -35.5% 43,941 $3.9M
Korea Investment CORP 0.01% Reduce -34.8% 43,105 $3.8M
Lighthouse Investment Partners, LLC 0.22% New 41,747 $3.7M
Pictet Asset Management Holding SA 0.00% Reduce -63.5% 41,324 $3.7M
Adams Natural Resources Fund, Inc. 0.50% New 40,200 $3.6M
Panagora Asset Management Inc. 0.02% No change 39,474 $3.5M
Asset Management One Co., Ltd. 0.01% Reduce -7.3% 39,121 $3.5M
Westchester Capital Management, LLC 0.15% New 39,024 $3.5M
Envestnet Asset Management Inc. 0.00% Reduce -42.0% 38,305 $3.4M
South Dakota Investment Council 0.07% Reduce -12.4% 37,392 $3.3M
Raymond James & Associates 0.00% Reduce -54.7% 36,732 $3.3M
Delphi Financial Group, Inc. 2.15% No change 36,720 $3.3M
Squarepoint Ops LLC 0.01% Add +178.3% 36,489 $3.2M
Ameritas Investment Partners, Inc. 0.11% Add +47.6% 36,299 $3.2M
Teachers Retirement System of the State of Kentucky 0.03% No change 36,145 $3.2M
Resona Asset Management Co.,Ltd. 0.02% — 35,856 $3.2M
Pacific Global Investment Management Co. 0.60% Add +13.5% 35,516 $3.2M
LPL Financial LLC 0.00% Reduce -45.4% 34,740 $3.1M
Walleye Capital LLC 0.04% New 33,805 $3.0M
Gilder Gagnon Howe & Co. LLC 0.04% Reduce -14.7% 33,715 $3.0M
State of Michigan Retirement System 0.02% Add +1.9% 32,200 $2.9M
Louisiana State Employees Retirement System 0.06% Add +2.2% 32,000 $2.8M
Nomura Holdings Inc. 0.02% New 32,000 $2.8M
Empowered Funds, LLC 0.05% Add +4.7% 31,102 $2.8M
Arizona State Retirement System 0.02% Reduce -1.1% 30,579 $2.7M
Simplex Trading, LLC 0.08% New 30,456 $2.7M
Keeley-Teton Advisors, LLC 0.33% Add +25.5% 30,340 $2.7M
Picton Mahoney Asset Management 0.11% New 30,300 $2.7M
Jackson Hole Capital Partners, LLC 0.60% Add +7.3% 29,597 $2.6M
First Dallas Securities Inc. 1.21% Reduce -10.8% 29,512 $2.6M
Man Group plc 0.01% Add +28.7% 29,227 $2.6M
Nomura Asset Management Co. Ltd. 0.01% Reduce -11.0% 28,968 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +27.9% 28,866 $2.6M
Oregon Public Employees Retirement Fund 0.05% Reduce -39.3% 27,500 $2.4M
Ontario Teachers Pension Plan Board 0.02% Reduce -30.2% 27,144 $2.4M
Integrated Wealth Concepts LLC 0.03% New 26,844 $2.4M
Romano Brothers and Company 0.32% New 26,550 $2.4M
Storebrand Asset Management As 0.01% Add +2.0% 26,489 $2.4M
Penn Capital Management Company, LLC 0.20% Reduce -4.6% 25,197 $2.3M
Readystate Asset Management LP 0.12% Add +30.8% 25,328 $2.2M
American Assets Investment Management, LLC 0.21% No change 25,000 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.1% 24,798 $2.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -83.9% 24,698 $2.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.0% 24,593 $2.2M
Alden Global Capital LLC 1.71% New 24,174 $2.1M
Scotia Capital Inc. 0.01% Add +3.6% 23,944 $2.1M
Tocqueville Asset Management L.P. 0.03% New 22,215 $2.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -0.3% 21,984 $2.0M
Utah Retirement Systems 0.02% No change 21,800 $1.9M
New Mexico Educational Retirement Board 0.07% No change 21,800 $1.9M
Pearl River Capital, LLC 0.30% Add +268.0% 21,466 $1.9M
Huber Capital Management LLC 0.43% Reduce -6.5% 21,414 $1.9M
Schroder Investment Management Group 0.00% Reduce -23.5% 21,037 $1.9M
AE Wealth Management LLC 0.02% Reduce -65.5% 20,694 $1.8M
D. E. Shaw & Co. 0.00% New 20,560 $1.8M
Janney Montgomery Scott LLC 0.01% Reduce -51.1% 20,514 $1.8M
Braun Stacey Associates Inc. 0.07% No change 19,875 $1.8M
Estate Counselors, LLC 0.20% New 19,860 $1.8M
IFM Investors Pty Ltd 0.02% Reduce -5.8% 19,199 $1.7M
DNB Asset Management AS 0.01% Add +7.3% 19,122 $1.7M
Xponance LLC 0.02% Add +33.6% 18,939 $1.7M
STRS Ohio 0.01% Reduce -9.8% 18,836 $1.7M
State of Alaska, Department of Revenue 0.02% No change 18,590 $1.7M
Creative Planning 0.00% Reduce -6.5% 18,495 $1.6M
Cresset Asset Management, LLC 0.01% New 18,444 $1.6M
NYL Investors LLC 0.05% No change 17,058 $1.5M
Pacer Advisors, Inc. 0.00% Reduce -98.6% 16,815 $1.5M
Thomist Capital Management, LP 0.62% New 16,800 $1.5M
National Bank of Canada 0.00% Add +4.6% 16,597 $1.4M
Teza Capital Management LLC 0.19% New 16,265 $1.4M
Public Sector Pension Investment Board 0.01% Add +11.7% 15,972 $1.4M
Byrne Asset Management LLC 1.12% Add +0.0% 15,521 $1.4M
CENTRAL TRUST Co 0.03% Reduce -11.4% 15,380 $1.4M
Guggenheim Capital LLC 0.01% Reduce -36.0% 15,206 $1.4M
Barnett & Company, Inc. 0.91% Reduce -16.6% 15,028 $1.3M
Ostrum Asset Management 0.10% Add +1358.9% 14,910 $1.3M
Tidal Investments LLC 0.02% Reduce -0.1% 14,501 $1.3M
Brandywine Global Investment Management, LLC 0.01% New 14,355 $1.3M
SpiderRock Advisors, LLC 0.04% — 15,000 $1.3M
AlphaQuest LLC 0.22% Add +10.1% 13,954 $1.2M
Qube Research & Technologies Ltd 0.00% Reduce -35.6% 13,841 $1.2M
Hohimer Wealth Management, LLC 0.29% Add +8.7% 13,823 $1.2M
Clear Harbor Asset Management, LLC 0.11% Add +15.2% 13,715 $1.2M
Jump Financial, LLC 0.03% Reduce -29.5% 13,334 $1.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +2.9% 13,325 $1.2M
Sciencast Management LP 0.72% New 13,209 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +0.8% 12,982 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +0.8% 12,982 $1.2M
Nissay Asset Management Corp. /Japan 0.01% Add +0.4% 12,663 $1.1M
Federated Hermes, Inc. 0.00% Add +13.4% 12,623 $1.1M
Lanark Financial, Inc. 0.10% Add +3.3% 12,473 $1.1M
Cowen and Company, LLC 0.04% New 12,336 $1.1M
NewEdge Advisors, LLC 0.01% Reduce -5.1% 12,301 $1.1M
Oppenheimer & Co. Inc. 0.02% Reduce -14.0% 12,294 $1.1M
Public Employees Retirement Association of Colorado 0.00% Reduce -3.6% 12,235 $1.1M
GAMCO Investors 0.01% New 12,000 $1.1M
Aurora Investment Counsel 0.61% Add +1.1% 11,930 $1.1M
Quantbot Technologies LP 0.06% New 11,325 $1.0M
DAVENPORT & Co LLC 0.01% Add +0.0% 11,173 $992K
Glenorchy Capital Ltd 0.81% Add +16.6% 11,080 $984K
Independent Advisor Alliance 0.04% Add +0.5% 10,923 $970K
Anson Funds Management LP 0.08% New 10,711 $951K
Elo Mutual Pension Insurance Co 0.02% New 10,158 $902K
HighTower Advisors, LLC 0.00% Add +51.3% 10,184 $902K
Spectrum Asset Management, Inc. (NB/CA) 0.39% Add +5.3% 10,110 $898K
Toronto Dominion Bank 0.00% Reduce -27.8% 10,019 $890K
AAFMAA Wealth Management & Trust LLC 0.48% Reduce -9.2% 10,004 $889K
CVA Family Office, LLC 0.16% New 10,000 $888K
Freestone Capital Holdings, LLC 0.03% No change 10,000 $888K
Evercore Wealth Management, LLC 0.01% Reduce -0.4% 10,000 $888K
Maryland State Retirement & Pension System 0.02% No change 10,027 $873K
Gulf International Bank (UK) Ltd 0.02% No change 9,733 $864K
Jefferies Financial Group Inc. 0.02% New 9,529 $846K
Cloverfields Capital Group, LP 0.28% Add +27.4% 9,426 $837K
Securian Asset Management, Inc. 0.02% Reduce -2.2% 9,140 $812K
Balyasny Asset Management L.P. 0.00% Add +78.1% 9,004 $800K
Lazard Asset Management LLC 0.00% Reduce -35.7% 8,686 $771K
Vazirani Asset Management LLC 2.14% New 8,672 $770K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.7% 8,566 $761K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 8,391 $745K
Wedbush Securities Inc. 0.03% Reduce -0.6% 7,911 $703K
Bramshill Investments, LLC 0.08% Reduce -58.8% 7,825 $695K
Osaic Holdings, Inc. 0.00% Reduce -38.5% 7,818 $695K
Salem Investment Counselors Inc. 0.02% No change 7,761 $689K
Spirit of America Management Corp. 0.14% No change 7,750 $688K
Mariner, LLC 0.00% Add +42.2% 7,614 $676K
Private Advisor Group, LLC 0.00% Add +6.7% 7,530 $669K
First Eagle Investment Management, LLC 0.00% Add +0.7% 7,493 $666K
Entropy Technologies, LP 0.07% Add +102.6% 7,408 $658K
Daiwa Securities Group Inc. 0.00% Reduce -1.3% 7,413 $658K
QRG Capital Management, Inc. 0.01% Add +22.7% 7,299 $648K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.2% 7,252 $645K
Advisory Services Network, LLC 0.01% Reduce -8.1% 7,107 $631K
Confluence Investment Management LLC 0.01% Reduce -1.9% 7,014 $623K
Independent Financial Group, LLC 0.03% Reduce -63.4% 7,010 $623K
Jaffetilchin Investment Partners, LLC 0.06% New 6,961 $618K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +57.8% 6,909 $614K
Atria Wealth Solutions, Inc. 0.01% Add +7.6% 6,744 $599K
Stephens Inc. 0.01% New 6,634 $589K
SevenBridge Financial Group, LLC 0.13% New 6,775 $587K
Ibex Wealth Advisors 0.16% — 6,098 $575K
Pentwater Capital Management LP 0.01% New 6,329 $562K
Nordea Investment Management AB 0.00% No change 6,222 $553K
X-Square Capital, LLC 0.26% Reduce -53.0% 6,209 $553K
Mercer Global Advisors Inc. 0.00% Add +10.1% 6,224 $553K
Axxcess Wealth Management, LLC 0.02% No change 6,200 $551K
Nwam LLC 0.04% Reduce -64.3% 6,141 $544K
CIBC Asset Management Inc 0.00% Reduce -1.0% 6,123 $544K
Occudo Quantitative Strategies LP 0.09% New 5,062 $543K
Axq Capital, LP 0.13% New 6,100 $542K
Verition Fund Management LLC 0.01% New 6,095 $541K
Corient Private Wealth LP 0.00% Add +4.9% 6,094 $541K
Pathstone Holdings, LLC 0.00% Add +4.0% 6,051 $538K
Guidance Capital, Inc. 0.19% Add +0.6% 6,044 $529K
DekaBank Deutsche Girozentrale 0.00% Reduce -35.6% 6,074 $522K
Aristeia Capital, L.L.C. 0.04% New 5,832 $518K
Calamos Advisors LLC 0.00% Reduce -51.8% 5,626 $500K
Wintrust Investments LLC 0.04% Add +18.6% 5,440 $483K
ProShare Advisors LLC 0.00% Reduce -7.5% 5,423 $482K
Bank of Nova Scotia 0.00% Reduce -0.3% 5,407 $480K
Cerity Partners LLC 0.00% New 5,219 $464K
Fox Run Management, L.L.C. 0.10% New 5,202 $462K
Avior Wealth Management, LLC 0.02% New 5,081 $451K
US Bancorp \de 0.00% Reduce -2.3% 5,062 $450K
U S Global Investors Inc. 0.04% Reduce -33.3% 5,000 $444K
Inspire Investing, LLC 0.05% Reduce -13.5% 4,975 $442K
Shelton Capital Management 0.01% No change 4,905 $436K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% New 4,906 $436K
D.A. Davidson & Co. 0.00% Reduce -17.2% 4,800 $426K
L2 Asset Management, LLC 0.14% Add +36.7% 4,663 $414K
Avantax Advisory Services, Inc. 0.00% Add +23.7% 4,625 $411K
Cibc World Markets Corp. 0.00% Add +45.3% 4,552 $404K
Meiji Yasuda Asset Management Co Ltd. 0.02% New 4,438 $394K
Swiss Life Asset Management Ltd 0.01% Reduce -24.1% 4,438 $394K
Intech Investment Management LLC 0.01% Reduce -37.4% 4,386 $390K
SG Americas Securities, LLC 0.00% Reduce -1.5% 4,352 $387K
Citizens National Bank Trust Department 0.09% Add +6.0% 4,345 $386K
Signet Financial Management, LLC 0.05% Add +38.7% 4,290 $381K
M&T Bank Corp 0.00% Add +1.5% 4,265 $379K
Oppenheimer Asset Management Inc. 0.01% Reduce -53.7% 4,229 $376K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 4,187 $372K
Impact Partnership Wealth, LLC 0.15% Reduce -39.9% 4,152 $369K
Denali Advisors LLC 0.11% Reduce -29.4% 4,086 $363K
Tower Research Capital LLC (TRC) 0.01% Reduce -67.3% 4,035 $358K
Shell Asset Management Co. 0.02% Add +140.7% 4,261 $350K
Hancock Whitney Corp. 0.01% Reduce -8.2% 3,769 $335K
Baldwin Investment Management, LLC 0.05% No change 3,750 $333K
Cetera Investment Advisers 0.00% New 3,644 $324K
Wealth Enhancement Advisory Services, LLC 0.00% Add +33.5% 3,629 $322K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -31.8% 3,584 $318K
Dynamic Technology Lab Private Ltd 0.03% New 3,518 $313K
PNC Financial Services Group, Inc. 0.00% Add +15.4% 3,512 $312K
Townsquare Capital LLC 0.00% Reduce -0.9% 3,464 $308K
Fifth Third Bancorp 0.00% Reduce -2.3% 3,434 $305K
Symmetry Partners, LLC 0.02% No change 3,374 $300K
Apollon Wealth Management, LLC 0.01% Add +4.8% 3,372 $300K
Stratos Wealth Partners, LTD. 0.00% Reduce -13.6% 3,248 $289K
Profund Advisors LLC 0.01% Add +4.2% 3,216 $286K
Covestor Ltd 0.18% Add +22.9% 3,188 $283K
Wedmont Private Capital 0.02% New 3,099 $279K
CMC Financial Group 0.39% Reduce -8.0% 3,099 $275K
Wetzel Investment Advisors, Inc. 0.16% Add +179.4% 3,115 $272K
APG Asset Management N.V. 0.00% New 3,300 $271K
Adell Harriman & Carpenter Inc. 0.02% Reduce -37.9% 2,950 $262K
Alberta Investment Management Corp 0.00% No change 2,900 $258K
Cim Investment Management Inc. 0.08% No change 2,871 $255K
First Citizens Bank & Trust Co. 0.00% No change 2,858 $254K
Truist Financial Corp. 0.00% Reduce -92.6% 2,848 $253K
Teacher Retirement System of Texas 0.00% Reduce -79.5% 2,826 $251K
Raymond James Trust N.A. 0.01% New 2,797 $248K
Ossiam 0.00% Add +397.1% 2,719 $242K
Wealth Alliance Advisory Group, LLC 0.06% New 2,712 $241K
Terril Brothers, Inc. 0.08% No change 2,700 $240K
Degroof Petercam Asset Management 0.00% No change 2,700 $240K
Forum Financial Management, LP 0.00% No change 2,649 $235K
B. Metzler seel. Sohn & Co. AG 0.00% New 2,566 $228K
Moore Capital Management, LP 0.00% New 2,500 $222K
Corsair Capital Management, L.P. 0.06% New 2,379 $211K
Vestcor Inc 0.01% Reduce -0.8% 2,375 $211K
E&G Advisors, LLC 0.07% New 2,337 $208K
Inscription Capital, LLC 0.03% New 2,298 $204K
HB Wealth Management, LLC 0.00% New 2,290 $203K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -13.1% 2,150 $191K
Farther Finance Advisors, LLC 0.01% Add +1049.7% 2,081 $187K
Hazlett, Burt & Watson, Inc. 0.11% Add +0.1% 2,047 $182K
FNY Investment Advisers, LLC 0.11% New 2,001 $177K
Caldwell Sutter Capital, Inc. 0.08% Reduce -11.8% 1,875 $167K
CI Investments Inc. 0.00% Reduce -48.4% 1,745 $155K
UniSuper Management Pty Ltd 0.00% Add +77.8% 1,600 $142K
Signaturefd, LLC 0.00% Add +25.9% 1,574 $140K
Future Financial Wealth Managment LLC 0.10% New 1,450 $129K
Sunbelt Securities, Inc. 0.01% Reduce -0.1% 1,235 $110K
Leonteq Securities AG 0.01% Reduce -44.5% 1,148 $102K
Rakuten Investment Management, Inc. 0.00% Add +1087.7% 962 $85K
Cwm, LLC 0.00% Reduce -19.0% 951 $84K
Caitlin John, LLC 0.06% Add +0.2% 904 $80K
Abich Financial Wealth Management LLC 0.06% Add +32.4% 900 $80K
Northwest Investment Counselors, LLC 0.02% New 800 $71K
Chiron Investment Management, LLC 0.03% Add +75.6% 757 $67K
WASHINGTON TRUST Co 0.00% New 750 $67K
Northwest & Ethical Investments L.P. 0.00% New 700 $62K
Mendota Financial Group, LLC 0.04% Reduce -11.0% 690 $61K
Huntington National Bank 0.00% Reduce -3.3% 680 $60K
Global Retirement Partners, LLC 0.00% Add +2.0% 665 $59K
Princeton Global Asset Management LLC 0.01% Add +0.3% 599 $53K
IFP Advisors, Inc 0.00% Add +10.8% 521 $46K
Westside Investment Management, Inc. 0.01% No change 520 $46K
Bokf, NA 0.00% New 500 $45K
Adirondack Trust Co. 0.02% No change 500 $44K
Allspring Global Investments Holdings, LLC 0.00% New 422 $37K
Altshuler Shaham Ltd 0.00% Reduce -33.2% 379 $34K
Lindbrook Capital, LLC 0.00% Add +90.8% 374 $33K
Quadrant Capital Group LLC 0.00% Add +57.0% 350 $31K
SYSTM Wealth Solutions LLC 0.00% Reduce -67.4% 335 $30K
GAMMA Investing LLC 0.01% Reduce -37.7% 324 $29K
Stone House Investment Management, LLC 0.01% New 322 $29K
Federation des caisses Desjardins du Quebec 0.00% Reduce -7.7% 358 $28K
First Horizon Advisors, Inc. 0.00% Reduce -3.1% 311 $28K
NFSG Corp 0.01% Add +50.0% 300 $27K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 300 $27K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $27K
Principal Securities, Inc. 0.00% Reduce -18.6% 298 $26K
Criterion Capital Advisors, LLC 0.02% No change 280 $25K
Hantz Financial Services, Inc. 0.00% Reduce -98.7% 274 $24K
Allworth Financial LP 0.00% Reduce -64.0% 263 $23K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 249 $22K
Parkside Financial Bank & Trust 0.00% Add +3.9% 239 $21K
Spire Wealth Management 0.00% Reduce -32.6% 225 $20K
Beacon Capital Management, LLC 0.00% No change 213 $19K
EverSource Wealth Advisors, LLC 0.00% Add +6666.7% 203 $18K
Peoples Bank 0.01% No change 200 $18K
LifeSteps Financial, Inc. 0.01% New 200 $18K
Bangor Savings Bank 0.00% New 200 $18K
Fortitude Family Office, LLC 0.01% New 187 $17K
Concourse Financial Group Securities, Inc. 0.00% Reduce -4.8% 178 $16K
Indiana Trust & Investment Management Co 0.01% No change 150 $13K
Anchor Investment Management, LLC 0.00% No change 140 $12K
Geneos Wealth Management Inc. 0.00% No change 139 $12K
Jones Financial Companies LLLP 0.00% New 138 $12K
AdvisorNet Financial, Inc 0.00% Reduce -8.1% 136 $12K
Private Trust Co. NA 0.00% Reduce -42.4% 114 $10K
Parallel Advisors, LLC 0.00% Reduce -77.2% 112 $10K
Oliver Lagore Vanvalin Investment Group 0.00% No change 105 $9K
Harbour Investments, Inc. 0.00% Reduce -0.9% 104 $9K
Financial Management Professionals, Inc. 0.00% No change 100 $9K
Main Street Group, LTD 0.00% No change 100 $9K
Hilltop National Bank 0.00% — 100 $9K
Trifecta Capital Advisors, LLC 0.00% No change 100 $9K
ICA Group Wealth Management, LLC 0.00% Reduce -15.3% 100 $9K
Steward Partners Investment Advisory, LLC 0.00% Reduce -7.4% 100 $9K
Exchange Traded Concepts, LLC 0.00% New 91 $8K
Bruce G. Allen Investments, LLC 0.01% Add +429.4% 90 $8K
Amitell Capital Pte Ltd 0.01% No change 87 $8K
Nisa Investment Advisors, LLC 0.00% Reduce -6.0% 78 $7K
Hexagon Capital Partners LLC 0.00% Reduce -45.6% 75 $7K
Tanglewood Legacy Advisors, LLC 0.00% No change 74 $7K
JFS Wealth Advisors, LLC 0.00% No change 69 $6K
St Germain D J Co. Inc. 0.00% No change 68 $6K
Blue Trust, Inc. 0.00% Reduce -74.5% 68 $6K
Bessemer Group Inc. 0.00% New 69 $6K
First United Bank & Trust 0.00% Reduce -51.6% 60 $5K
Versant Capital Management, Inc 0.00% Add +111.5% 55 $5K
Tradewinds Capital Management, LLC 0.00% New 50 $4K
Pineridge Advisors LLC 0.00% Add +2.1% 48 $4K
Smartleaf Asset Management LLC 0.00% New 47 $4K
Pinnacle Bancorp, Inc. 0.00% Reduce -72.2% 44 $4K
FinTrust Capital Advisors, LLC 0.00% Reduce -32.3% 44 $4K
Farmers & Merchants Investments Inc. 0.00% No change 42 $4K
Mather Group, Llc. 0.00% New 46 $4K
Private Wealth Management Group, LLC 0.00% No change 39 $3K
CoreCap Advisors, LLC 0.00% New 36 $3K
Credit Agricole S A 0.00% No change 33 $3K
Naples Money Management LLC 0.00% Add +3.3% 31 $3K
Bell Investment Advisors, Inc 0.00% No change 29 $3K
Rakuten Securities, Inc. 0.00% Reduce -79.7% 29 $3K
TCTC Holdings, LLC 0.00% No change 29 $3K
TD Waterhouse Canada Inc. 0.00% New 28 $2K
Balefire, LLC 0.00% No change 27 $2K
UMB Bank, n.a. 0.00% New 27 $2K
First Personal Financial Services 0.00% Reduce -66.7% 25 $2K
Financial Perspectives, Inc 0.00% No change 22 $2K
Highlander Capital Management, LLC 0.00% No change 20 $2K
SJS Investment Consulting Inc. 0.00% Reduce -13.6% 19 $2K
Larson Financial Group LLC 0.00% Reduce -91.4% 17 $2K
Valued Wealth Advisors LLC 0.00% Add +433.3% 16 $1K
Horizon Investments, LLC 0.00% Reduce -99.6% 13 $1K
Sachetta, LLC 0.00% No change 14 $1K
Gradient Investments LLC 0.00% No change 12 $1K
Capital Advisors, Ltd. LLC 0.00% New 8 $1K
True Wealth Design, LLC 0.00% Add +75.0% 7 $622
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -84.6% 6 $533
TFO Wealth Partners, LLC 0.00% No change 2 $178
MV Capital Management, Inc. 0.00% New 1 $89
Financial Gravity Asset Management, Inc. 0.00% Add +0.0% 1 $69

"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.