Expand EnergyEXE
13F holders, Q2 2024 (June 30)470holders −25
58new positions
84sold out
10famous investors
$82.20avg. 13F price*
At the end of Q2 2024, 470 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, down 25 from Q1 2024. 58 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($1.0B), Blackstone Inc. ($1.0B) and BlackRock Inc. ($941.7M). 10 famous investors held it, including Howard Marks (10.8% of Oaktree Capital Management's portfolio), David Tepper (0.3% of Appaloosa's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).
- Company
- Expand Energy Corp.
- Filed as
- CHESAPEAKE ENERGY CORP (Q2 2024)
- Sector
- Energy
- CUSIP
- 165167735
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $182.7M |
| Exits | 84 | $336.4M |
All 13F filers, Q1 2024 → Q2 2024: 13,003,308 shares bought and 10,533,638 shares sold, net +2,469,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 470 holders
| Vanguard Group Inc. | 0.02% | Add +0.7% | 12,688,921 | $1.0B |
| Blackstone Inc. | 4.64% | Add +0.1% | 12,686,999 | $1.0B |
| BlackRock Inc. | 0.02% | Add +0.2% | 11,457,063 | $941.7M |
| T. Rowe Price Investment Management, Inc. | 0.59% | Reduce -11.0% | 11,400,614 | $937.0M |
| T. Rowe Price Associates Inc. | 0.10% | Add +10.8% | 10,038,103 | $825.0M |
| Wellington Management Group LLP | 0.11% | Add +27.9% | 7,466,898 | $613.7M |
| Oaktree Capital Management | 10.80% | Reduce -1.6% | 6,870,884 | $564.7M |
| State Street Corp. | 0.02% | Add +27.8% | 5,043,441 | $414.5M |
| Massachusetts Financial Services Co. | 0.10% | Add +7.7% | 4,119,498 | $338.6M |
| First Trust Advisors LP | 0.32% | Add +8.3% | 3,818,754 | $313.9M |
| Kimmeridge Energy Management Company, LLC | 18.76% | Add +28.8% | 3,694,879 | $303.7M |
| Dimensional Fund Advisors LP | 0.07% | Add +18.1% | 3,333,769 | $274.0M |
| Lord, Abbett & Co. LLC | 0.71% | Add +0.7% | 2,616,392 | $215.0M |
| Thrivent Financial for Lutherans | 0.43% | Add +0.6% | 2,589,410 | $212.8M |
| Invesco Ltd. | 0.04% | Add +36.4% | 2,543,373 | $209.0M |
| Geode Capital Management, LLC | 0.02% | Add +6.1% | 2,491,162 | $204.5M |
| Bank of New York Mellon Corp | 0.04% | Reduce -9.2% | 2,361,417 | $194.1M |
| Glendon Capital Management LP | 14.61% | No change | 2,124,060 | $174.5M |
| FMR LLC | 0.01% | Add +2.7% | 1,577,569 | $129.7M |
| Voya Investment Management LLC | 0.14% | Add +68.7% | 1,535,255 | $126.2M |
| Bank of America Corp. | 0.01% | Reduce -1.0% | 1,351,010 | $111.0M |
| Prudential Financial Inc. | 0.13% | Reduce -8.9% | 1,036,264 | $85.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.3% | 909,277 | $74.7M |
| Ceredex Value Advisors LLC | 1.37% | Reduce -32.2% | 880,894 | $72.4M |
| Cannell & Spears LLC | 1.43% | Add +5.3% | 837,520 | $68.8M |
| Northern Trust Corp. | 0.01% | Add +11.5% | 823,991 | $67.7M |
| Millennium Management | 0.06% | New | 822,645 | $67.6M |
| Barclays PLC | 0.03% | Add +327.5% | 779,386 | $64.1M |
| Capital World Investors | 0.01% | Reduce -6.1% | 768,011 | $63.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.4% | 708,587 | $58.2M |
| 1832 Asset Management L.P. | 0.10% | Add +247.9% | 687,954 | $56.5M |
| Morgan Stanley | 0.00% | Reduce -31.4% | 683,343 | $56.2M |
| Janus Henderson Group PLC | 0.03% | Reduce -4.0% | 609,502 | $50.1M |
| Macquarie Group Ltd. | 0.05% | Reduce -2.3% | 538,390 | $44.3M |
| Neuberger Berman Group LLC | 0.04% | Add +2.3% | 536,622 | $44.1M |
| Two Sigma Investments, LP | 0.11% | Reduce -48.4% | 529,677 | $43.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.4% | 501,404 | $41.2M |
| Susquehanna International Group, LLP | 0.07% | Add +568.2% | 488,724 | $40.2M |
| Clearbridge Investments, LLC | 0.03% | Add +3.3% | 474,459 | $39.0M |
| Amundi | 0.01% | Add +1.7% | 460,894 | $38.5M |
| Deprince Race & Zollo Inc. | 0.81% | Add +10.0% | 439,873 | $36.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -6.9% | 436,015 | $35.8M |
| Legal & General Group Plc | 0.01% | Reduce -3.8% | 407,400 | $33.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -6.1% | 397,927 | $32.7M |
| Waratah Capital Advisors Ltd. | 1.98% | Add +67.5% | 396,180 | $32.6M |
| Rhumbline Advisers | 0.03% | Add +1.6% | 333,692 | $27.4M |
| Renaissance Technologies | 0.05% | Reduce -1.3% | 329,520 | $27.1M |
| Swiss National Bank | 0.02% | Reduce -1.1% | 329,200 | $27.1M |
| PointState Capital LP | 0.78% | New | 328,871 | $27.0M |
| Ameriprise Financial Inc. | 0.01% | Add +15.7% | 318,870 | $26.2M |
| Hartree Partners, LP | 6.55% | Add +66.9% | 317,030 | $26.1M |
| UBS Group AG | 0.01% | Add +8.1% | 307,937 | $25.3M |
| Retirement Systems of Alabama | 0.10% | Reduce -0.7% | 307,883 | $25.3M |
| Schwartz Investment Counsel Inc. | 0.92% | No change | 303,200 | $24.9M |
| Wedge Capital Management L L P | 0.41% | Add +16.3% | 284,263 | $23.4M |
| Vest Financial, LLC | 0.55% | Add +26.5% | 278,314 | $22.9M |
| LSV Asset Management | 0.05% | Reduce -63.2% | 277,861 | $22.8M |
| TD Asset Management Inc | 0.02% | Reduce -0.0% | 273,500 | $22.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -21.1% | 272,486 | $22.4M |
| Sasco Capital Inc. / CT/ | 2.89% | No change | 249,040 | $20.5M |
| Patient Capital Management, LLC | 1.06% | Reduce -11.0% | 243,237 | $20.0M |
| Asia Research & Capital Management Ltd | 17.06% | New | 240,500 | $19.8M |
| Tudor Investment Corporation | 0.21% | New | 231,878 | $19.1M |
| Jane Street Group, LLC | 0.02% | Add +194.9% | 227,173 | $18.7M |
| CIBC Private Wealth Group LLC | 0.03% | Add +32.7% | 222,521 | $18.4M |
| California Public Employees Retirement System | 0.01% | Reduce -0.1% | 219,452 | $18.0M |
| Worldquant Millennium Advisors LLC | 0.16% | Reduce -32.1% | 219,038 | $18.0M |
| Citadel Advisors | 0.02% | Reduce -32.2% | 215,823 | $17.7M |
| Sagefield Capital LP | 1.87% | Add +31.8% | 215,177 | $17.7M |
| Van Eck Associates Corp. | 0.02% | Reduce -39.0% | 206,620 | $17.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -9.9% | 202,143 | $16.6M |
| Jennison Associates LLC | 0.01% | Reduce -0.2% | 199,715 | $16.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.4% | 191,291 | $15.7M |
| Appaloosa | 0.25% | Reduce -7.4% | 188,000 | $15.5M |
| Mackenzie Financial Corp. | 0.02% | Add +54.0% | 174,123 | $14.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | — | 173,406 | $14.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.16% | No change | 173,181 | $14.2M |
| American Century Companies Inc. | 0.01% | Add +7.0% | 164,851 | $13.5M |
| Invenomic Capital Management LP | 0.70% | Add +207.9% | 162,594 | $13.4M |
| Allianz Asset Management GmbH | 0.02% | Add +35.4% | 155,089 | $12.7M |
| California State Teachers Retirement System | 0.01% | Reduce -1.4% | 147,586 | $12.1M |
| Clough Capital Partners L P | 1.31% | Add +3.9% | 146,153 | $12.0M |
| Cambria Investment Management, L.P. | 0.73% | Add +6.0% | 146,094 | $12.0M |
| Chartwell Investment Partners, LLC | 0.41% | Reduce -12.8% | 143,349 | $11.8M |
| Hodges Capital Management Inc. | 0.79% | Add +0.7% | 142,930 | $11.7M |
| Deutsche Bank AG | 0.01% | Reduce -6.3% | 141,889 | $11.7M |
| Victory Capital Management Inc. | 0.01% | Add +5.1% | 141,881 | $11.7M |
| Susquehanna Fundamental Investments, LLC | 0.27% | Add +72.4% | 141,413 | $11.6M |
| Corebridge Financial, Inc. | 0.06% | — | 141,047 | $11.6M |
| Citigroup Inc. | 0.01% | Add +65.7% | 134,441 | $11.0M |
| Danske Bank A/S | 0.04% | Add +3.9% | 131,908 | $10.8M |
| HSBC Holdings PLC | 0.01% | Add +3.3% | 128,785 | $10.6M |
| Royal Bank of Canada | 0.00% | Reduce -19.2% | 123,038 | $10.1M |
| AQR Capital Management | 0.01% | Reduce -22.7% | 119,018 | $9.8M |
| Ensign Peak Advisors, Inc | 0.02% | Add +4.6% | 115,584 | $9.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -7.7% | 114,481 | $9.4M |
| Employees Retirement System of Texas | 0.10% | No change | 113,352 | $9.3M |
| Wells Fargo & Company | 0.00% | Add +2.4% | 111,997 | $9.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.7% | 110,311 | $9.1M |
| Goehring & Rozencwajg Associates, LLC | 1.73% | Add +10.9% | 106,205 | $8.7M |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.