Expand EnergyEXE
13F holders, Q4 2024 (December 31)641holders +174
200new positions
43sold out
6famous investors
$99.56avg. 13F price*
At the end of Q4 2024, 641 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, up 174 from Q3 2024. 200 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($2.3B), Vanguard Group Inc. ($2.3B) and T. Rowe Price Associates Inc. ($1.4B). 6 famous investors held it, including Howard Marks (15.5% of Oaktree Capital Management's portfolio), David Tepper (0.5% of Appaloosa's portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).
- Company
- Expand Energy Corp.
- Sector
- Energy
- CUSIP
- 165167735
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 200 | $1.5B |
| Exits | 43 | $141.6M |
All 13F filers, Q3 2024 → Q4 2024: 79,993,227 shares bought and 8,333,322 shares sold, net +71,659,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 641 holders
| BlackRock, Inc. | 0.05% | Add +84.4% | 23,206,317 | $2.3B |
| Vanguard Group Inc. | 0.04% | Add +78.6% | 22,836,157 | $2.3B |
| T. Rowe Price Associates Inc. | 0.16% | Reduce -0.7% | 14,106,073 | $1.4B |
| Capital Research Global Investors | 0.21% | Add +475.4% | 10,375,292 | $1.0B |
| T. Rowe Price Investment Management, Inc. | 0.64% | Add +1.3% | 10,363,951 | $1.0B |
| Blackstone Inc. | 4.88% | Reduce -18.7% | 10,320,090 | $1.0B |
| State Street Corp. | 0.03% | Add +48.8% | 7,869,760 | $783.4M |
| Oaktree Capital Management | 15.50% | Add +1.0% | 6,937,364 | $690.6M |
| Dimensional Fund Advisors LP | 0.16% | Add +95.9% | 6,509,596 | $648.0M |
| Kimmeridge Energy Management Company, LLC | 41.38% | Add +35.9% | 6,321,761 | $629.3M |
| FMR LLC | 0.03% | Add +236.0% | 5,348,857 | $532.5M |
| Wellington Management Group LLP | 0.09% | Reduce -6.2% | 5,123,518 | $510.0M |
| Geode Capital Management, LLC | 0.03% | Add +66.1% | 4,187,558 | $416.3M |
| 1832 Asset Management L.P. | 0.71% | Add +0.2% | 4,014,141 | $399.6M |
| First Trust Advisors LP | 0.35% | Reduce -9.0% | 3,973,705 | $395.6M |
| Massachusetts Financial Services Co. | 0.12% | Add +0.0% | 3,745,378 | $372.9M |
| Bank of New York Mellon Corp | 0.06% | Add +30.3% | 3,187,850 | $317.4M |
| Thrivent Financial for Lutherans | 0.59% | Add +7.6% | 3,053,982 | $304.0M |
| Disciplined Growth Investors Inc. | 5.18% | New | 2,736,972 | $272.5M |
| Invesco Ltd. | 0.05% | Add +20.8% | 2,471,790 | $246.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +425.2% | 2,400,585 | $239.0M |
| Voya Investment Management LLC | 0.26% | Add +20.0% | 2,174,240 | $216.4M |
| Glendon Capital Management LP | 12.90% | Add +0.9% | 2,143,739 | $213.3M |
| Agf Management Ltd. | 0.99% | Add +4756.9% | 1,979,816 | $197.1M |
| Northern Trust Corp. | 0.03% | Add +136.5% | 1,959,848 | $195.1M |
| Bank of America Corp. | 0.02% | Add +90.1% | 1,922,756 | $191.4M |
| Citadel Advisors | 0.17% | Add +16.3% | 1,861,390 | $185.3M |
| Lord, Abbett & Co. LLC | 0.56% | Reduce -0.3% | 1,709,392 | $170.2M |
| Morgan Stanley | 0.01% | Add +129.7% | 1,639,154 | $163.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +67.6% | 1,477,117 | $147.0M |
| Prudential Financial Inc. | 0.19% | Add +37.0% | 1,409,744 | $140.3M |
| Ameriprise Financial Inc. | 0.03% | Add +5.4% | 1,356,111 | $135.3M |
| EnCap Energy Capital Fund IX, L.P. | 100.00% | New | 1,193,382 | $118.8M |
| Slate Path Capital LP | 2.04% | Add +392.0% | 1,133,379 | $112.8M |
| Castle Hook Partners LP | 2.34% | New | 1,105,468 | $110.0M |
| Vaughan Nelson Investment Management, L.P. | 1.00% | New | 1,077,782 | $107.3M |
| Millennium Management | 0.09% | Add +4021.4% | 1,046,014 | $104.1M |
| Stephens Investment Management Group LLC | 1.37% | New | 1,027,564 | $102.3M |
| Encompass Capital Advisors LLC | 4.32% | Add +238.5% | 1,013,482 | $100.9M |
| Nuveen Asset Management, LLC | 0.03% | Add +269.6% | 1,004,371 | $100.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.3% | 984,719 | $98.0M |
| Kopernik Global Investors, LLC | 9.79% | New | 919,945 | $91.6M |
| Sagefield Capital LP | 8.94% | Add +187.4% | 827,610 | $82.4M |
| Ceredex Value Advisors LLC | 1.65% | Reduce -30.2% | 819,274 | $81.6M |
| Amundi | 0.03% | Add +67.4% | 777,846 | $80.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +150.4% | 799,454 | $79.6M |
| Cannell & Spears LLC | 1.56% | Add +10.6% | 762,266 | $75.9M |
| UBS Group AG | 0.02% | Add +274.1% | 760,799 | $75.7M |
| Principal Financial Group Inc. | 0.04% | Add +40.2% | 672,068 | $66.9M |
| Legal & General Group Plc | 0.02% | Add +26.3% | 665,293 | $66.2M |
| Janus Henderson Group PLC | 0.03% | Add +7.9% | 662,381 | $65.9M |
| EnCap Energy Capital Fund VIII, L.P. | 37.69% | New | 643,621 | $64.1M |
| Rhumbline Advisers | 0.05% | New | 614,703 | $61.2M |
| Swiss National Bank | 0.04% | Add +51.7% | 576,956 | $57.4M |
| Primecap Management Co. | 0.04% | New | 574,518 | $57.2M |
| Neuberger Berman Group LLC | 0.04% | Add +96.7% | 538,564 | $53.6M |
| Macquarie Group Ltd. | 0.06% | Add +13.4% | 529,677 | $52.7M |
| Waratah Capital Advisors Ltd. | 2.88% | Reduce -22.0% | 517,195 | $51.5M |
| Raymond James Financial Inc. | 0.02% | — | 503,109 | $50.1M |
| Merewether Investment Management, LP | 1.99% | New | 499,891 | $49.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +132.4% | 476,120 | $47.4M |
| Sourcerock Group LLC | 3.31% | Add +39.5% | 467,571 | $46.5M |
| Natixis Advisors, LLC | 0.09% | New | 464,963 | $46.3M |
| Retirement Systems of Alabama | 0.17% | Add +49.5% | 457,436 | $45.5M |
| Clearbridge Investments, LLC | 0.04% | Reduce -0.1% | 439,314 | $43.7M |
| Deprince Race & Zollo Inc. | 0.86% | Reduce -20.9% | 436,176 | $43.4M |
| EnCap Partners GP, LLC | 11.26% | New | 435,857 | $43.4M |
| Barclays PLC | 0.02% | Add +77.6% | 427,405 | $42.5M |
| Canoe Financial LP | 0.69% | Add +236.4% | 427,600 | $42.5M |
| Ninepoint Partners LP | 6.33% | New | 400,000 | $39.8M |
| Clough Capital Partners L P | 4.50% | Add +165.8% | 394,728 | $39.3M |
| California Public Employees Retirement System | 0.03% | Add +58.1% | 392,209 | $39.0M |
| Mercuria Capital Strategies, LLC | 14.49% | — | 388,042 | $38.6M |
| Schwartz Investment Counsel Inc. | 1.37% | No change | 382,720 | $38.1M |
| Alliancebernstein L.P. | 0.01% | Add +140.9% | 380,851 | $37.9M |
| TD Asset Management Inc | 0.03% | Add +34.5% | 367,799 | $36.6M |
| Vest Financial, LLC | 0.65% | Add +1.5% | 367,303 | $36.6M |
| Deutsche Bank AG | 0.01% | Add +90.5% | 362,981 | $36.1M |
| Two Creeks Capital Management, LP | 2.11% | New | 347,105 | $34.6M |
| Capital World Investors | 0.00% | Reduce -53.0% | 326,367 | $32.5M |
| Van Eck Associates Corp. | 0.04% | Add +58.2% | 319,481 | $31.8M |
| National Pension Service | 0.03% | New | 317,200 | $31.6M |
| Marshall Wace, LLP | 0.04% | Add +206.4% | 300,324 | $29.9M |
| Appaloosa | 0.46% | Add +78.8% | 295,000 | $29.4M |
| Levin Capital Strategies, L.P. | 2.80% | Reduce -9.5% | 294,917 | $29.4M |
| Wells Fargo & Company | 0.01% | Add +178.2% | 288,223 | $28.7M |
| Holocene Advisors, LP | 0.09% | New | 280,308 | $27.9M |
| Mackenzie Financial Corp. | 0.04% | Add +144.9% | 276,295 | $27.5M |
| California State Teachers Retirement System | 0.03% | Add +46.7% | 244,956 | $24.4M |
| Teachers Retirement System of the State of Kentucky | 0.21% | Add +189.5% | 241,764 | $24.1M |
| Corebridge Financial, Inc. | 0.13% | Add +80.2% | 238,038 | $23.7M |
| Patient Capital Management, LLC | 1.09% | Add +0.1% | 236,911 | $23.6M |
| Jennison Associates LLC | 0.01% | Add +18.6% | 234,452 | $23.3M |
| Tocqueville Asset Management L.P. | 0.36% | New | 230,805 | $23.0M |
| State of Wisconsin Investment Board | 0.06% | Add +51.4% | 221,884 | $22.1M |
| Russell Investments Group, Ltd. | 0.03% | Add +197.7% | 218,701 | $21.8M |
| HITE Hedge Asset Management LLC | 1.52% | New | 207,337 | $20.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +71.0% | 206,934 | $20.6M |
| Wedge Capital Management L L P | 0.36% | Reduce -37.1% | 200,147 | $19.9M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +73.6% | 198,688 | $19.8M |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.