Expand EnergyEXE
13F holders, Q3 2024 (September 30)467holders −3
68new positions
73sold out
7famous investors
$82.36avg. 13F price*
At the end of Q3 2024, 467 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, down 3 from Q2 2024. 68 opened new positions and 73 sold out. The largest holders were T. Rowe Price Associates Inc. ($1.2B), Vanguard Group Inc. ($1.1B) and Blackstone Inc. ($1.0B). 7 famous investors held it, including Howard Marks (10.7% of Oaktree Capital Management's portfolio), David Tepper (0.2% of Appaloosa's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Expand Energy Corp.
- Filed as
- CHESAPEAKE ENERGY CORP (Q3 2024)
- Sector
- Energy
- CUSIP
- 165167735
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $391.4M |
| Exits | 73 | $190.5M |
All 13F filers, Q2 2024 → Q3 2024: 22,508,415 shares bought and 11,421,385 shares sold, net +11,087,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 467 holders
| T. Rowe Price Associates Inc. | 0.13% | Add +41.5% | 14,203,038 | $1.2B |
| Vanguard Group Inc. | 0.02% | Add +0.8% | 12,786,763 | $1.1B |
| Blackstone Inc. | 4.75% | No change | 12,686,999 | $1.0B |
| BlackRock, Inc. | 0.02% | — | 12,586,992 | $1.0B |
| T. Rowe Price Investment Management, Inc. | 0.51% | Reduce -10.2% | 10,233,240 | $841.7M |
| Oaktree Capital Management | 10.67% | No change | 6,870,884 | $565.1M |
| Wellington Management Group LLP | 0.08% | Reduce -26.9% | 5,459,065 | $449.0M |
| State Street Corp. | 0.02% | Add +4.8% | 5,288,084 | $434.9M |
| Kimmeridge Energy Management Company, LLC | 24.37% | Add +25.9% | 4,652,779 | $382.7M |
| First Trust Advisors LP | 0.34% | Add +14.3% | 4,365,098 | $359.0M |
| 1832 Asset Management L.P. | 0.55% | Add +482.2% | 4,005,231 | $329.4M |
| Massachusetts Financial Services Co. | 0.09% | Reduce -9.1% | 3,744,167 | $308.0M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.3% | 3,322,265 | $273.3M |
| Thrivent Financial for Lutherans | 0.44% | Add +9.6% | 2,838,613 | $233.5M |
| Geode Capital Management, LLC | 0.02% | Add +1.2% | 2,521,739 | $207.6M |
| Bank of New York Mellon Corp | 0.04% | Add +3.6% | 2,445,761 | $201.2M |
| Glendon Capital Management LP | 10.79% | No change | 2,124,060 | $174.6M |
| Invesco Ltd. | 0.03% | Reduce -19.5% | 2,046,399 | $168.3M |
| Voya Investment Management LLC | 0.18% | Add +18.0% | 1,811,889 | $148.9M |
| Capital Research Global Investors | 0.03% | New | 1,803,000 | $148.3M |
| Asia Research & Capital Management Ltd | 66.58% | Add +631.0% | 1,758,117 | $144.6M |
| Lord, Abbett & Co. LLC | 0.45% | Reduce -34.4% | 1,715,430 | $141.1M |
| Citadel Advisors | 0.14% | Add +641.5% | 1,600,269 | $131.6M |
| FMR LLC | 0.01% | Add +0.9% | 1,592,003 | $130.9M |
| Ameriprise Financial Inc. | 0.03% | Add +303.3% | 1,286,097 | $105.8M |
| Ceredex Value Advisors LLC | 1.88% | Add +33.3% | 1,174,010 | $96.6M |
| JPMorgan Chase & Co. | 0.01% | Add +18.1% | 1,074,056 | $88.3M |
| Prudential Financial Inc. | 0.12% | Reduce -0.7% | 1,028,866 | $84.6M |
| Bank of America Corp. | 0.01% | Reduce -25.1% | 1,011,541 | $83.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +24.4% | 881,297 | $72.5M |
| Northern Trust Corp. | 0.01% | Add +0.6% | 828,641 | $68.2M |
| Morgan Stanley | 0.00% | Add +4.4% | 713,710 | $58.7M |
| Capital World Investors | 0.01% | Reduce -9.7% | 693,811 | $57.1M |
| Cannell & Spears LLC | 1.12% | Reduce -17.7% | 689,193 | $56.7M |
| Waratah Capital Advisors Ltd. | 3.26% | Add +67.4% | 663,258 | $54.6M |
| Janus Henderson Group PLC | 0.03% | Add +0.8% | 614,102 | $50.5M |
| Balyasny Asset Management L.P. | 0.13% | New | 592,189 | $48.7M |
| Deprince Race & Zollo Inc. | 0.87% | Add +25.3% | 551,185 | $45.3M |
| Legal & General Group Plc | 0.01% | Add +29.3% | 526,664 | $43.3M |
| Amundi | 0.01% | Add +0.8% | 464,758 | $40.0M |
| Principal Financial Group Inc. | 0.02% | Add +9.9% | 479,412 | $39.4M |
| Macquarie Group Ltd. | 0.04% | Reduce -13.2% | 467,244 | $38.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +14.9% | 457,076 | $37.6M |
| Clearbridge Investments, LLC | 0.03% | Reduce -7.4% | 439,558 | $36.2M |
| Schwartz Investment Counsel Inc. | 1.12% | Add +26.2% | 382,720 | $31.5M |
| Swiss National Bank | 0.02% | Add +15.6% | 380,400 | $31.3M |
| Vest Financial, LLC | 0.57% | Add +30.0% | 361,746 | $29.8M |
| Ibex Wealth Advisors | 7.93% | Add +12416.5% | 167,846 | $29.0M |
| Hartree Partners, LP | 8.21% | Add +9.2% | 346,096 | $28.5M |
| Two Sigma Investments, LP | 0.07% | Reduce -35.7% | 340,479 | $28.0M |
| Sourcerock Group LLC | 2.23% | New | 335,057 | $27.6M |
| Levin Capital Strategies, L.P. | 2.59% | Add +254.5% | 325,822 | $26.8M |
| Worldquant Millennium Advisors LLC | 0.19% | Add +46.5% | 320,969 | $26.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -36.3% | 319,245 | $26.3M |
| Wedge Capital Management L L P | 0.45% | Add +12.0% | 318,358 | $26.2M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.6% | 305,948 | $25.2M |
| Encompass Capital Advisors LLC | 1.20% | New | 299,372 | $24.6M |
| CIBC Private Wealth Group LLC | 0.04% | Add +32.8% | 295,521 | $24.3M |
| Verition Fund Management LLC | 0.18% | Add +1195.5% | 293,932 | $24.2M |
| Sagefield Capital LP | 2.57% | Add +33.8% | 287,954 | $23.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.11% | Add +1028.8% | 279,578 | $23.0M |
| TD Asset Management Inc | 0.02% | Reduce -0.0% | 273,400 | $22.6M |
| Neuberger Berman Group LLC | 0.02% | Reduce -49.0% | 273,750 | $22.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.3% | 271,763 | $22.4M |
| Sasco Capital Inc. / CT/ | 3.23% | Add +5.3% | 262,210 | $21.6M |
| California Public Employees Retirement System | 0.01% | Add +13.1% | 248,084 | $20.4M |
| Chartwell Investment Partners, LLC | 0.69% | Add +71.5% | 245,916 | $20.2M |
| Barclays PLC | 0.01% | Reduce -69.1% | 240,696 | $19.8M |
| Patient Capital Management, LLC | 0.96% | Reduce -2.7% | 236,684 | $19.5M |
| Slate Path Capital LP | 0.32% | New | 230,379 | $18.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +1.4% | 204,895 | $16.9M |
| Van Eck Associates Corp. | 0.02% | Reduce -2.3% | 201,920 | $16.8M |
| UBS Group AG | 0.00% | Reduce -34.0% | 203,394 | $16.7M |
| Jennison Associates LLC | 0.01% | Reduce -1.0% | 197,712 | $16.3M |
| ING Groep NV | 0.09% | New | 196,184 | $16.1M |
| Deutsche Bank AG | 0.01% | Add +34.3% | 190,546 | $15.7M |
| California State Teachers Retirement System | 0.02% | Add +13.1% | 166,948 | $13.7M |
| Appaloosa | 0.20% | Reduce -12.2% | 165,000 | $13.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.14% | Reduce -5.0% | 164,435 | $13.5M |
| American Century Companies Inc. | 0.01% | Reduce -2.3% | 161,064 | $13.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Reduce -8.1% | 159,287 | $13.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -17.4% | 158,090 | $13.0M |
| Allianz Asset Management GmbH | 0.02% | Add +1.0% | 156,589 | $12.9M |
| Invenomic Capital Management LP | 0.70% | Reduce -4.7% | 154,893 | $12.7M |
| Clough Capital Partners L P | 1.25% | Add +1.6% | 148,524 | $12.2M |
| State of Wisconsin Investment Board | 0.03% | Add +56.9% | 146,576 | $12.1M |
| Danske Bank A/S | 0.04% | Add +7.0% | 141,208 | $11.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +86.2% | 139,232 | $11.5M |
| Susquehanna International Group, LLP | 0.02% | Reduce -72.1% | 136,450 | $11.2M |
| LSP Investment Advisors, LLC | 5.92% | Add +122.2% | 133,687 | $11.0M |
| Corebridge Financial, Inc. | 0.06% | Reduce -6.3% | 132,099 | $10.9M |
| Citigroup Inc. | 0.01% | Reduce -4.5% | 128,427 | $10.6M |
| Canoe Financial LP | 0.25% | New | 127,100 | $10.5M |
| Janney Capital Management LLC | 0.71% | New | 127,092 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 126,710 | $10.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -11.3% | 125,846 | $10.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +25.4% | 121,034 | $10.0M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 114,481 | $9.4M |
| Employees Retirement System of Texas | 0.10% | No change | 113,352 | $9.3M |
| Mackenzie Financial Corp. | 0.01% | Reduce -35.2% | 112,801 | $9.3M |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.