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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions68$391.4M
Exits73$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
Goehring & Rozencwajg Associates, LLC 1.89% Add +5.9% 112,511 $9.3M
Interval Partners, LP 0.26% New 111,532 $9.2M
Hodges Capital Management Inc. 0.56% Reduce -25.6% 106,285 $8.7M
Wells Fargo & Company 0.00% Reduce -7.5% 103,617 $8.5M
Alta Fundamental Advisers LLC 3.45% No change 100,740 $8.3M
Long Focus Capital Management, LLC 0.73% No change 100,300 $8.2M
Amalgamated Bank 0.07% Add +35.5% 99,361 $8.2M
Marshall Wace, LLP 0.01% New 98,001 $8.1M
HSBC Holdings PLC 0.01% Reduce -23.9% 97,972 $8.1M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +76.6% 96,354 $7.9M
Easterly Investment Partners LLC 0.63% Add +8.7% 95,941 $7.9M
Bandera Partners LLC 2.95% No change 95,000 $7.8M
Stifel Financial Corp. 0.01% Add +13.5% 93,165 $7.7M
Jane Street Group, LLC 0.01% Reduce -59.5% 92,081 $7.6M
Pictet Asset Management Holding SA 0.01% Add +143.1% 87,928 $7.2M
Cadence Bank 0.50% Add +0.8% 87,745 $7.2M
Picton Mahoney Asset Management 0.28% Add +2.0% 87,643 $7.2M
SIR Capital Management, L.P. 0.68% New 85,000 $7.0M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -1.1% 83,523 $6.9M
Rafferty Asset Management, LLC 0.02% Add +6.8% 82,560 $6.8M
Empowered Funds, LLC 0.11% Add +33.2% 82,288 $6.8M
New York State Teachers Retirement System 0.01% Reduce -5.9% 78,718 $6.5M
Public Employees Retirement System of Ohio 0.03% Add +24.3% 77,639 $6.4M
Comerica Bank 0.03% Add +0.1% 77,097 $6.3M
Brigade Capital Management, LP 4.49% New 77,120 $6.3M
OnyxPoint Global Management LP 3.71% No change 76,275 $6.3M
Concorde Financial Corp 3.60% Add +219.0% 74,256 $6.1M
Russell Investments Group, Ltd. 0.01% Reduce -33.4% 73,475 $6.0M
Jump Financial, LLC 0.12% Add +14.6% 71,650 $5.9M
Boussard & Gavaudan Investment Management LLP 0.90% New 67,623 $5.6M
Mutual of America Capital Management LLC 0.06% Reduce -5.2% 67,888 $5.6M
New York State Common Retirement Fund 0.01% Reduce -21.3% 66,553 $5.5M
South Dakota Investment Council 0.10% No change 64,216 $5.3M
Treasurer of the State of North Carolina 0.02% Reduce -33.2% 63,382 $5.2M
Twin Tree Management, LP 0.12% New 62,760 $5.2M
Nicholas Investment Partners, LP 0.52% No change 61,500 $5.1M
Brandes Investment Partners, LP 0.06% Add +40.5% 61,042 $5.0M
Bank of Montreal 0.00% Add +14.7% 58,625 $4.8M
Ensign Peak Advisors, Inc 0.01% Reduce -49.6% 58,254 $4.8M
MetLife Investment Management, LLC 0.03% Reduce -1.7% 58,016 $4.8M
State of Tennessee, Department of Treasury 0.02% No change 57,404 $4.7M
Resona Asset Management Co.,Ltd. 0.03% Add +70.8% 56,954 $4.7M
Lloyd Harbor Capital Management, LLC 2.31% New 56,000 $4.6M
Adams Natural Resources Fund, Inc. 0.68% No change 55,500 $4.6M
Paragon Associates & Paragon Associates II Joint Venture 7.39% New 50,000 $4.1M
Wealth High Governance Capital Ltda 1.44% Add +150.0% 50,000 $4.1M
West Family Investments, Inc. 1.40% No change 50,000 $4.1M
Man Group plc 0.01% Reduce -14.6% 49,600 $4.1M
Pinnacle Associates Ltd. 0.07% Add +1.6% 52,363 $4.0M
Envestnet Asset Management Inc. 0.00% Add +11.1% 48,820 $4.0M
AlphaQuest LLC 0.35% Add +6122.6% 47,665 $3.9M
RR Advisors, LLC 1.06% Add +11.9% 47,000 $3.8M
Northwestern Mutual Investment Management Company, LLC 0.09% Add +83.8% 45,697 $3.8M
SG Americas Securities, LLC 0.01% New 43,508 $3.6M
LPL Financial LLC 0.00% Reduce -2.4% 43,220 $3.6M
Moore Capital Management, LP 0.11% Add +1625.1% 43,128 $3.5M
Yousif Capital Management, LLC 0.04% Reduce -10.9% 42,481 $3.5M
Brandywine Global Investment Management, LLC 0.02% Reduce -2.4% 40,176 $3.5M
Hara Capital LLC 2.15% Reduce -6.0% 41,988 $3.5M
Integrated Wealth Concepts LLC 0.04% Add +38.5% 40,803 $3.4M
Agf Management Ltd. 0.02% New 40,763 $3.4M
Asset Management One Co., Ltd. 0.01% Reduce -1.2% 39,525 $3.3M
State of New Jersey Common Pension Fund D 0.01% No change 39,184 $3.2M
Gotham Asset Management 0.03% Reduce -60.2% 38,868 $3.2M
apricus wealth, LLC 2.03% Add +121.0% 37,475 $3.1M
Delphi Financial Group, Inc. 1.74% No change 36,720 $3.0M
Korea Investment CORP 0.01% Reduce -21.7% 36,384 $3.0M
Raymond James & Associates 0.00% Add +125.2% 35,490 $2.9M
Ameritas Investment Partners, Inc. 0.09% Reduce -2.3% 34,593 $2.8M
Manning & Napier Advisors LLC 0.03% Reduce -27.4% 34,442 $2.8M
Prospera Financial Services Inc 0.07% Reduce -3.1% 33,923 $2.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +58.3% 33,720 $2.8M
Pacific Global Investment Management Co. 0.48% Reduce -8.3% 32,432 $2.7M
Nomura Asset Management Co. Ltd. 0.01% No change 32,268 $2.7M
Arizona State Retirement System 0.02% Add +4.5% 31,914 $2.6M
Romano Brothers and Company 0.33% Add +29.7% 31,850 $2.6M
State of Michigan Retirement System 0.01% Reduce -0.9% 31,300 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -1.9% 30,900 $2.5M
National Bank of Canada 0.00% Add +81.6% 30,158 $2.5M
Jackson Hole Capital Partners, LLC 0.51% Reduce -1.1% 29,949 $2.5M
Keeley-Teton Advisors, LLC 0.27% Reduce -1.1% 29,894 $2.5M
IFM Investors Pty Ltd 0.02% Add +51.1% 29,016 $2.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.4% 28,817 $2.4M
GeoSphere Capital Management, LLC 1.84% New 27,000 $2.2M
Glenorchy Capital Ltd 1.66% Add +73.7% 26,918 $2.2M
Storebrand Asset Management As 0.01% Add +1.0% 26,747 $2.2M
Public Sector Pension Investment Board 0.01% Add +77.3% 26,650 $2.2M
Crestline Management, L.P. 0.12% New 26,252 $2.2M
Brevan Howard Capital Management LP 0.11% New 25,925 $2.1M
Sei Investments Co. 0.00% Reduce -35.9% 25,778 $2.1M
Ostrum Asset Management 0.17% Add +85.7% 25,685 $2.1M
Toronto Dominion Bank 0.00% Add +149.3% 25,438 $2.1M
Millennium Management 0.00% Reduce -96.9% 25,380 $2.1M
XTX Topco Ltd 0.15% New 25,349 $2.1M
Bridgeway Capital Management, LLC 0.04% No change 25,230 $2.1M
Xponance LLC 0.02% Add +38.2% 24,760 $2.0M
Oregon Public Employees Retirement Fund 0.04% Add +7.0% 24,735 $2.0M
First Dallas Securities Inc. 0.85% Reduce -17.6% 24,702 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.4% 24,597 $2.0M
Penn Capital Management Company, LLC 0.18% Reduce -7.2% 22,926 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -38.1% 22,709 $1.9M
Cresset Asset Management, LLC 0.01% Add +7.2% 22,190 $1.8M
Utah Retirement Systems 0.02% Add +0.9% 22,000 $1.8M
New Mexico Educational Retirement Board 0.06% No change 21,800 $1.8M
Creative Planning 0.00% Add +12.3% 21,724 $1.8M
Cloverfields Capital Group, LP 0.57% Add +153.6% 21,513 $1.8M
Huber Capital Management LLC 0.35% Add +6.5% 21,314 $1.8M
Vident Advisory, LLC 0.04% Add +3.2% 21,292 $1.8M
Guggenheim Capital LLC 0.01% Reduce -11.0% 20,498 $1.7M
Boothbay Fund Management, LLC 0.06% New 20,304 $1.7M
Orion Porfolio Solutions, LLC 0.02% Add +38.5% 19,902 $1.6M
Orion Portfolio Solutions, LLC 0.02% Add +38.5% 19,902 $1.6M
DNB Asset Management AS 0.01% Reduce -4.0% 19,846 $1.6M
Estate Counselors, LLC 0.17% No change 19,830 $1.6M
State of Alaska, Department of Revenue 0.02% Add +4.7% 19,465 $1.6M
Murphy Pohlad Asset Management LLC 0.64% New 18,810 $1.5M
DC Investments Management, LLC 1.08% New 18,706 $1.5M
Simplex Trading, LLC 0.05% New 18,233 $1.5M
PEAK6 Investments LLC 0.07% Reduce -26.4% 17,896 $1.5M
Schroder Investment Management Group 0.00% Reduce -9.9% 17,576 $1.5M
Pinebridge Investments, L.P. 0.01% New 17,318 $1.4M
Teza Capital Management LLC 0.15% Add +105.6% 17,103 $1.4M
NYL Investors LLC 0.09% No change 17,058 $1.4M
Panagora Asset Management Inc. 0.01% No change 16,902 $1.4M
Weiss Asset Management LP 0.05% New 16,647 $1.4M
AQR Capital Management 0.00% Reduce -86.3% 16,356 $1.3M
Pacer Advisors, Inc. 0.00% Reduce -2.2% 16,308 $1.3M
SpiderRock Advisors, LLC 0.03% Add +6.9% 16,056 $1.3M
Sanctuary Advisors, LLC 0.01% Add +13.6% 13,206 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -35.2% 15,507 $1.3M
Byrne Asset Management LLC 0.87% Reduce -0.4% 15,224 $1.3M
Lanark Financial, Inc. 0.10% Add +7.8% 14,776 $1.2M
Janney Montgomery Scott LLC 0.00% New 14,569 $1.2M
Clear Harbor Asset Management, LLC 0.10% Add +3.5% 14,380 $1.2M
Aft, Forsyth & Sober, LLC 0.38% No change 14,000 $1.2M
Braun Stacey Associates Inc. 0.04% Reduce -30.2% 13,875 $1.1M
Nissay Asset Management Corp. /Japan 0.01% Add +3.1% 13,360 $1.1M
AAFMAA Wealth Management & Trust LLC 0.48% Add +21.9% 13,213 $1.1M
Robeco Institutional Asset Management B.V. 0.00% No change 13,043 $1.1M
Gilder Gagnon Howe & Co. LLC 0.01% Reduce -17.6% 12,968 $1.1M
Cibc World Markets Corp. 0.01% Add +115.0% 12,887 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -64.8% 12,679 $1.0M
Hiddenite Capital Partners LP 1.06% New 12,500 $1.0M
Alden Global Capital LLC 1.07% Reduce -73.7% 12,107 $996K
Public Employees Retirement Association of Colorado 0.00% No change 11,923 $981K
LMR Partners LLP 0.03% New 11,868 $976K
Aurora Investment Counsel 0.52% No change 11,710 $963K
HighTower Advisors, LLC 0.00% Add +12.3% 11,471 $948K
Uhlmann Price Securities, LLC 0.71% — 10,812 $889K
Intech Investment Management LLC 0.01% Reduce -4.3% 10,683 $879K
Exchange Traded Concepts, LLC 0.02% Add +5319.6% 10,514 $865K
First Eagle Investment Management, LLC 0.00% Add +12.1% 10,193 $838K
Franklin Resources Inc. 0.00% Reduce -81.7% 9,673 $838K
Caxton Associates LP 0.04% New 10,176 $837K
CVA Family Office, LLC 0.13% Add +0.8% 10,082 $829K
DAVENPORT & Co LLC 0.00% Reduce -0.9% 10,078 $829K
Sequent Asset Management, LLC 0.40% Add +47.7% 9,934 $817K
Avantax Advisory Services, Inc. 0.01% Add +99.2% 9,712 $799K
Ausbil Investment Management Ltd 0.27% New 9,500 $781K
Federated Hermes, Inc. 0.00% Reduce -6.9% 9,366 $770K
Jefferies Financial Group Inc. 0.01% Add +244.7% 9,073 $746K
SevenBridge Financial Group, LLC 0.14% Reduce -1.9% 7,770 $744K
Gulf International Bank (UK) Ltd 0.02% Reduce -3.4% 9,018 $741K
D. E. Shaw & Co. 0.00% New 8,749 $720K
Securian Asset Management, Inc. 0.02% Reduce -2.3% 8,676 $714K
Mercer Global Advisors Inc. 0.00% Add +6.8% 8,703 $709K
Daiwa Securities Group Inc. 0.00% Add +7.7% 8,413 $692K
Inspire Investing, LLC 0.07% Add +161.4% 8,408 $692K
CENTRAL TRUST Co 0.02% Reduce -29.6% 8,326 $685K
Salem Investment Counselors Inc. 0.02% Add +11.0% 8,281 $681K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -1.8% 8,217 $676K
Confluence Investment Management LLC 0.01% Add +9.8% 8,161 $671K
Crossmark Global Holdings, Inc. 0.01% Add +27.0% 8,013 $659K
Stephens Inc. 0.01% Add +10.4% 7,776 $640K
Spirit of America Management Corp. 0.13% No change 7,750 $637K
Mariner, LLC 0.00% Reduce -20.7% 7,529 $619K
Maryland State Retirement & Pension System 0.01% Reduce -25.2% 7,502 $617K
Independent Advisor Alliance 0.02% Add +2.8% 7,463 $614K
nVerses Capital, LLC 0.27% Add +24.6% 7,100 $584K
KBC Group NV 0.00% No change 7,063 $581K
Private Advisor Group, LLC 0.00% Add +0.7% 6,950 $572K
iSAM Funds (UK) Ltd 0.32% New 6,800 $559K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +51.4% 6,657 $548K
Hazlett, Burt & Watson, Inc. 0.25% Reduce -6.2% 6,610 $543K
X-Square Capital, LLC 0.18% Add +12.5% 6,560 $540K
Advisory Services Network, LLC 0.01% No change 6,557 $539K
Nordea Investment Management AB 0.00% No change 6,222 $519K
LaSalle St. Investment Advisors, LLC 0.20% New 6,281 $516K
DekaBank Deutsche Girozentrale 0.00% Reduce -3.8% 6,122 $498K
Nomura Holdings Inc. 0.00% Reduce -13.1% 5,697 $469K
Guidance Capital, Inc. 0.14% Reduce -6.0% 5,298 $459K
Wedmont Private Capital 0.03% Add +23.8% 5,171 $442K
Townsquare Capital LLC 0.01% Add +50.4% 5,369 $442K
M&G PLC 0.00% No change 5,301 $435K
Profund Advisors LLC 0.02% Add +81.2% 5,232 $430K
Pathstone Holdings, LLC 0.00% Reduce -11.3% 5,218 $429K
Hardin Capital Partners, LLC 0.24% New 4,939 $425K
Cambridge Investment Research Advisors, Inc. 0.00% Add +16.2% 5,119 $421K
Avior Wealth Management, LLC 0.02% Reduce -0.0% 5,000 $411K
US Bancorp \de 0.00% Reduce -1.7% 4,987 $410K
ProShare Advisors LLC 0.00% Reduce -7.3% 4,869 $400K
CWA Asset Management Group, LLC 0.02% — 4,710 $387K
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 4,680 $385K
Cerity Partners LLC 0.00% Add +34.3% 4,667 $384K
M&T Bank Corp 0.00% Add +5.0% 4,547 $374K
Wedbush Securities Inc. 0.01% Reduce -2.6% 4,532 $373K
Raymond James Trust N.A. 0.01% Add +69.0% 4,412 $363K
Shelton Capital Management 0.01% Reduce -5.1% 4,404 $362K
QRG Capital Management, Inc. 0.00% Reduce -54.1% 4,402 $362K
Ossiam 0.01% Add +13103.0% 4,357 $358K
Blue Trust, Inc. 0.00% Add +543.6% 4,357 $358K
Asahi Life Asset Management Co., LTD. 0.22% New 4,330 $356K
Beacon Pointe Advisors, LLC 0.00% New 4,293 $353K
BTG Pactual Asset Management US LLC 0.05% New 4,213 $347K
Citizens National Bank Trust Department 0.07% Reduce -12.8% 4,050 $333K
Thompson Siegel & Walmsley LLC 0.01% Reduce -37.2% 4,022 $331K
Cetera Investment Advisers 0.00% Add +6.1% 3,963 $326K
Lazard Asset Management LLC 0.00% Reduce -55.1% 3,933 $323K
Choreo, LLC 0.00% Reduce -0.3% 3,914 $319K
OMERS ADMINISTRATION Corp 0.00% No change 3,864 $318K
Swiss Life Asset Management Ltd 0.00% Add +16.1% 3,863 $317K
CIBC Asset Management Inc 0.00% Add +3.4% 3,794 $312K
Investment Management Corp of Ontario 0.01% Add +47.5% 3,728 $307K
Nwam LLC 0.02% New 3,655 $301K
Tower Research Capital LLC (TRC) 0.01% Add +164.4% 3,641 $299K
Baldwin Investment Management, LLC 0.04% Reduce -3.6% 3,615 $297K
O'shaughnessy Asset Management, LLC 0.00% Add +19.9% 3,309 $287K
Hardy Reed LLC 0.03% No change 3,479 $286K
Wilmington Savings Fund Society, FSB 0.01% New 3,367 $277K
Apollon Wealth Management, LLC 0.01% Reduce -3.6% 3,316 $273K
Hohimer Wealth Management, LLC 0.06% Reduce -75.8% 3,315 $273K
King Luther Capital Management Corp. 0.00% New 3,250 $267K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.3% 3,239 $266K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -3.9% 3,199 $263K
Osaic Holdings, Inc. 0.00% Reduce -59.0% 3,108 $256K
Applied Finance Capital Management, LLC 0.01% Reduce -12.9% 3,107 $256K
Prelude Capital Management, LLC 0.02% New 3,102 $255K
Atria Investments, Inc 0.00% Reduce -2.9% 3,092 $254K
Credit Agricole S A 0.00% Add +12.4% 3,073 $253K
UniSuper Management Pty Ltd 0.00% No change 3,000 $247K
Stratos Wealth Partners, LTD. 0.00% Reduce -4.9% 2,992 $246K
Tidal Investments LLC 0.00% Reduce -72.8% 2,911 $239K
Truist Financial Corp. 0.00% Add +3.0% 2,900 $239K
First Citizens Bank & Trust Co. 0.01% No change 2,858 $235K
PNC Financial Services Group, Inc. 0.00% Reduce -26.3% 2,832 $233K
TD Waterhouse Canada Inc. 0.00% New 2,834 $232K
Atria Wealth Solutions, Inc. 0.00% New 2,800 $230K
IHT Wealth Management, LLC 0.01% New 2,747 $225K
Terril Brothers, Inc. 0.07% No change 2,700 $222K
Bayesian Capital Management, LP 0.03% New 2,700 $222K
Pinnacle Wealth Management Group, Inc. 0.14% Add +0.9% 2,679 $220K
Forum Financial Management, LP 0.00% Add +0.0% 2,650 $218K
Blair William & Co. 0.00% Reduce -3.6% 2,649 $218K
B. Metzler seel. Sohn & Co. Holding AG 0.00% — 2,566 $211K
B. Metzler seel. Sohn & Co. AG 0.00% No change 2,566 $211K
Chickasaw Capital Management LLC 0.01% No change 2,500 $206K
ELCO Management Co., LLC 0.11% No change 2,500 $206K
MML Investors Services, LLC 0.00% New 2,475 $204K
Barnett & Company, Inc. 0.13% Reduce -83.5% 2,468 $203K
NorthCoast Asset Management LLC 0.00% New 2,500 $201K
Florida Financial Advisors, LLC 0.10% New 2,435 $200K
Vestcor Inc 0.01% No change 2,375 $195K
Northwest & Ethical Investments L.P. 0.00% No change 2,200 $181K
Rakuten Investment Management, Inc. 0.00% Add +33.3% 2,038 $168K
Farther Finance Advisors, LLC 0.01% Reduce -7.3% 2,006 $165K
CI Investments Inc. 0.00% Add +30.2% 1,986 $163K
Uncommon Cents Investing LLC 0.04% New 1,805 $148K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,495 $123K
Future Financial Wealth Managment LLC 0.09% New 1,450 $119K
Walleye Capital LLC 0.00% Reduce -94.3% 1,345 $111K
Signaturefd, LLC 0.00% Reduce -11.8% 1,245 $102K
Solstein Capital, LLC 0.05% No change 1,214 $100K
Cwm, LLC 0.00% Add +22.9% 1,149 $94K
Northwestern Mutual Wealth Management Co. 0.00% Add +505.8% 1,048 $86K
Caitlin John, LLC 0.05% Reduce -10.9% 807 $78K
Caldwell Sutter Capital, Inc. 0.03% No change 900 $74K
Transamerica Financial Advisors, LLC 0.01% New 867 $72K
Stone House Investment Management, LLC 0.01% Add +0.2% 844 $69K
Parallel Advisors, LLC 0.00% Add +287.0% 801 $66K
Federation des caisses Desjardins du Quebec 0.00% Add +132.7% 775 $64K
Huntington National Bank 0.00% Add +10.1% 771 $63K
WASHINGTON TRUST Co 0.00% No change 750 $62K
Global Retirement Partners, LLC 0.00% Add +0.7% 688 $57K
Leonteq Securities AG 0.01% Reduce -51.5% 681 $56K
Quadrant Capital Group LLC 0.00% Reduce -4.6% 662 $54K
Geneos Wealth Management Inc. 0.00% Add +167.4% 639 $53K
Jones Financial Companies LLLP 0.00% Add +192.5% 588 $49K
Fifth Third Bancorp 0.00% Reduce -27.3% 560 $46K
Bokf, NA 0.00% Add +0.8% 504 $43K
Westside Investment Management, Inc. 0.01% No change 520 $43K
Adirondack Trust Co. 0.02% No change 500 $41K
Mendota Financial Group, LLC 0.02% Add +0.2% 471 $39K
Wintrust Investments LLC 0.03% Reduce -92.7% 418 $34K
Covestor Ltd 0.02% Reduce -69.1% 411 $34K
GAMMA Investing LLC 0.00% Reduce -30.1% 398 $33K
Gladius Capital Management LP 0.02% New 376 $31K
IFP Advisors, Inc 0.00% Reduce -27.1% 376 $31K
Larson Financial Group LLC 0.00% Add +1935.3% 346 $28K
Lindbrook Capital, LLC 0.00% Reduce -14.7% 314 $26K
First Horizon Advisors, Inc. 0.00% Add +54.3% 304 $25K
Peoples Bank 0.02% Add +50.0% 300 $25K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 300 $25K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $25K
Criterion Capital Advisors, LLC 0.01% No change 280 $23K
UMB Bank, n.a. 0.00% Add +206.7% 276 $23K
Princeton Global Asset Management LLC 0.00% Reduce -54.2% 275 $23K
Principal Securities, Inc. 0.00% Reduce -3.9% 271 $22K
Nierenberg Investment Management Company, LLC 0.01% New 255 $21K
NewEdge Advisors, LLC 0.00% Reduce -13.9% 254 $21K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 249 $20K
Concourse Financial Group Securities, Inc. 0.00% Add +20.3% 243 $20K
Allworth Financial LP 0.00% Reduce -7.8% 237 $19K
Spire Wealth Management 0.00% No change 225 $19K
Deseret Mutual Benefit Administrators 0.01% Add +78.9% 220 $18K
Parkside Financial Bank & Trust 0.00% Reduce -18.9% 206 $17K
Bangor Savings Bank 0.00% No change 200 $16K
Steward Partners Investment Advisory, LLC 0.00% Add +80.0% 180 $15K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2400.0% 175 $14K
EverSource Wealth Advisors, LLC 0.00% Reduce -26.8% 172 $14K
Fourpath Capital Management, LLC 0.00% New 161 $13K
Indiana Trust & Investment Management Co 0.00% No change 150 $12K
Bessemer Group Inc. 0.00% Add +107.3% 143 $12K
Private Trust Co. NA 0.00% Reduce -36.0% 126 $10K
Anchor Investment Management, LLC 0.00% Reduce -13.6% 121 $10K
AdvisorNet Financial, Inc 0.00% Reduce -17.6% 112 $9K
Oliver Lagore Vanvalin Investment Group 0.00% No change 105 $9K
Smartleaf Asset Management LLC 0.00% Add +420.0% 104 $9K
Hilltop National Bank 0.00% No change 100 $8K
Motco 0.00% New 100 $8K
Hemington Wealth Management 0.00% New 99 $8K
Financial Management Professionals, Inc. 0.00% No change 100 $8K
Harbour Investments, Inc. 0.00% Reduce -14.3% 90 $7K
Amitell Capital Pte Ltd 0.01% No change 87 $7K
JFS Wealth Advisors, LLC 0.00% Add +17.8% 86 $7K
Arax Advisory Partners 0.00% Add +39.3% 78 $6K
Allspring Global Investments Holdings, LLC 0.00% Add +226.1% 75 $6K
Tanglewood Legacy Advisors, LLC 0.00% No change 74 $6K
Hexagon Capital Partners LLC 0.00% Add +28.1% 73 $6K
First United Bank & Trust 0.00% No change 60 $5K
Nisa Investment Advisors, LLC 0.00% Reduce -77.9% 58 $5K
Colonial Trust Advisors 0.00% No change 55 $5K
Tradewinds Capital Management, LLC 0.00% No change 51 $4K
Jaffetilchin Investment Partners, LLC 0.00% Reduce -99.1% 46 $4K
FinTrust Capital Advisors, LLC 0.00% No change 44 $4K
Private Wealth Management Group, LLC 0.00% Reduce -50.6% 42 $3K
Farmers & Merchants Investments Inc. 0.00% No change 42 $3K
Naples Money Management LLC 0.00% Add +12.9% 35 $3K
Brooklyn Investment Group 0.00% New 30 $2K
Bell Investment Advisors, Inc 0.00% No change 29 $2K
Versant Capital Management, Inc 0.00% Reduce -49.1% 28 $2K
Sachetta, LLC 0.00% Add +50.0% 27 $2K
Capital Analysts, LLC 0.00% New 20 $2K
Olistico Wealth, LLC 0.00% No change 24 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -75.8% 22 $2K
Chilton Capital Management LLC 0.00% New 21 $2K
SJS Investment Consulting Inc. 0.00% Add +5.3% 20 $2K
Ascentis Independent Advisors 0.00% New 19 $2K
CoreCap Advisors, LLC 0.00% New 16 $1K
Hantz Financial Services, Inc. 0.00% Reduce -88.5% 7 $1K
Rothschild Investment LLC 0.00% Add +83.3% 11 $905
True Wealth Design, LLC 0.00% Reduce -20.0% 8 $658
Earned Wealth Advisors, LLC 0.00% New 6 $494
MV Capital Management, Inc. 0.00% Add +150.0% 5 $412
Valued Wealth Advisors LLC 0.00% Reduce -77.8% 4 $330
Ashton Thomas Securities, LLC 0.00% New 2 $165
Mather Group, Llc. 0.00% Reduce -99.7% 2 $165
TFC Financial Management, Inc. 0.00% New 1 $83

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