Expand EnergyEXE
13F holders, Q1 2025 (March 31)736holders +95
153new positions
57sold out
10famous investors
$111.29avg. 13F price*
At the end of Q1 2025, 736 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, up 95 from Q4 2024. 153 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.1B) and State Street Corp. ($1.4B). 10 famous investors held it, including Howard Marks (15.4% of Oaktree Capital Management's portfolio), Stanley Druckenmiller (0.4% of Duquesne Family Office's portfolio) and Ken Griffin (0.3% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 153 | $791.0M |
| Exits | 57 | $343.6M |
All 13F filers, Q4 2024 → Q1 2025: 36,847,791 shares bought and 40,868,186 shares sold, net −4,020,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 736 holders
| Vanguard Group Inc. | 0.05% | Add +16.9% | 26,707,090 | $3.0B |
| BlackRock, Inc. | 0.04% | Reduce -19.9% | 18,598,294 | $2.1B |
| State Street Corp. | 0.06% | Add +56.2% | 12,289,413 | $1.4B |
| T. Rowe Price Associates Inc. | 0.16% | Reduce -16.5% | 11,776,233 | $1.3B |
| Capital Research Global Investors | 0.23% | Reduce -9.5% | 9,391,834 | $1.0B |
| T. Rowe Price Investment Management, Inc. | 0.46% | Reduce -39.2% | 6,304,620 | $701.8M |
| Blackstone Inc. | 2.79% | Reduce -44.7% | 5,708,333 | $635.5M |
| Geode Capital Management, LLC | 0.05% | Add +34.7% | 5,641,950 | $626.2M |
| Wellington Management Group LLP | 0.12% | Add +9.4% | 5,606,203 | $624.1M |
| Oaktree Capital Management | 15.37% | Reduce -19.8% | 5,562,364 | $619.2M |
| Massachusetts Financial Services Co. | 0.17% | Add +24.3% | 4,656,199 | $518.3M |
| Invesco Ltd. | 0.08% | Add +57.5% | 3,893,555 | $433.4M |
| 1832 Asset Management L.P. | 0.79% | Reduce -7.3% | 3,721,573 | $414.3M |
| Agf Management Ltd. | 2.15% | Add +83.5% | 3,633,766 | $404.5M |
| Dimensional Fund Advisors LP | 0.09% | Reduce -47.5% | 3,415,177 | $380.2M |
| Kimmeridge Energy Management Company, LLC | 28.93% | Reduce -49.6% | 3,184,612 | $354.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +27.9% | 3,069,603 | $341.7M |
| Bank of New York Mellon Corp | 0.06% | Reduce -8.0% | 2,934,513 | $326.7M |
| Disciplined Growth Investors Inc. | 6.17% | Reduce -2.1% | 2,679,629 | $298.3M |
| Citadel Advisors | 0.28% | Add +37.4% | 2,557,265 | $284.7M |
| FMR LLC | 0.02% | Reduce -52.7% | 2,528,166 | $281.4M |
| Bank of America Corp. | 0.02% | Add +11.9% | 2,150,923 | $239.4M |
| Glendon Capital Management LP | 13.77% | Reduce -0.5% | 2,132,354 | $237.3M |
| Voya Investment Management LLC | 0.31% | Reduce -3.1% | 2,107,486 | $234.5M |
| Thrivent Financial for Lutherans | 0.53% | Reduce -31.1% | 2,102,976 | $234.1M |
| Morgan Stanley | 0.02% | Add +27.5% | 2,089,987 | $232.7M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +36.4% | 2,014,921 | $224.3M |
| Northern Trust Corp. | 0.03% | Reduce -2.4% | 1,913,477 | $213.0M |
| Millennium Management | 0.21% | Add +77.3% | 1,854,791 | $206.5M |
| Castle Hook Partners LP | 5.06% | Add +56.4% | 1,728,815 | $192.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +80.6% | 1,443,773 | $160.7M |
| Lord, Abbett & Co. LLC | 0.57% | Reduce -19.4% | 1,378,149 | $153.4M |
| Ameriprise Financial Inc. | 0.04% | Reduce -11.6% | 1,198,586 | $134.2M |
| Slate Path Capital LP | 2.34% | Add +2.5% | 1,161,814 | $129.3M |
| Vaughan Nelson Investment Management, L.P. | 1.27% | Add +5.9% | 1,141,202 | $127.0M |
| First Trust Advisors LP | 0.11% | Reduce -72.0% | 1,113,552 | $124.0M |
| Squarepoint Ops LLC | 0.30% | Add +10895.9% | 1,094,969 | $121.9M |
| JPMorgan Chase & Co. | 0.01% | Add +10.0% | 1,082,864 | $120.5M |
| UBS Group AG | 0.03% | Add +39.4% | 1,060,358 | $118.0M |
| Worldquant Millennium Advisors LLC | 0.73% | Add +15476.2% | 1,044,698 | $116.3M |
| Prudential Financial Inc. | 0.16% | Reduce -26.9% | 1,030,471 | $114.7M |
| Zurich Insurance Group Ltd | 0.88% | New | 979,029 | $109.0M |
| Stephens Investment Management Group LLC | 1.56% | Reduce -5.5% | 970,607 | $108.0M |
| Legal & General Group Plc | 0.03% | Add +41.3% | 940,339 | $104.7M |
| Balyasny Asset Management L.P. | 0.25% | Add +5464.3% | 871,421 | $97.0M |
| Two Sigma Investments, LP | 0.22% | New | 868,136 | $96.6M |
| Encompass Capital Advisors LLC | 3.71% | Reduce -14.4% | 867,599 | $96.6M |
| Kopernik Global Investors, LLC | 9.98% | Reduce -6.0% | 864,487 | $96.2M |
| Two Sigma Advisers, LP | 0.20% | New | 812,260 | $90.4M |
| Ninepoint Partners LP | 15.64% | Add +100.0% | 800,000 | $89.1M |
| Deutsche Bank AG | 0.03% | Add +109.2% | 759,311 | $84.5M |
| Nuveen, LLC | 0.03% | — | 749,650 | $83.5M |
| Amundi | 0.03% | Reduce -3.1% | 753,600 | $83.3M |
| Sagefield Capital LP | 9.90% | Reduce -10.9% | 737,728 | $82.1M |
| Canoe Financial LP | 1.27% | Add +71.0% | 731,000 | $79.0M |
| Neuberger Berman Group LLC | 0.06% | Add +23.6% | 665,938 | $74.1M |
| Merewether Investment Management, LP | 2.69% | Add +33.0% | 664,682 | $74.0M |
| Cannell & Spears LLC | 1.47% | Reduce -19.5% | 613,838 | $68.3M |
| Swiss National Bank | 0.05% | Add +1.7% | 586,656 | $65.3M |
| Janus Henderson Group PLC | 0.04% | Reduce -12.0% | 582,630 | $64.6M |
| Macquarie Group Ltd. | 0.08% | Add +5.4% | 558,486 | $62.2M |
| Primecap Management Co. | 0.05% | Reduce -4.1% | 550,741 | $61.3M |
| Ceredex Value Advisors LLC | 1.34% | Reduce -32.8% | 550,196 | $61.2M |
| Barclays PLC | 0.03% | Add +28.0% | 547,238 | $60.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +14.6% | 545,477 | $60.7M |
| Jennison Associates LLC | 0.04% | Add +121.1% | 518,272 | $57.7M |
| Renaissance Technologies | 0.09% | New | 507,330 | $56.5M |
| Natixis Advisors, LLC | 0.10% | Add +4.0% | 483,457 | $53.8M |
| HITE Hedge Asset Management LLC | 3.23% | Add +125.5% | 467,563 | $52.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -10.5% | 450,245 | $50.1M |
| BNP Paribas Financial Markets | 0.04% | Add +466.9% | 440,433 | $49.0M |
| Clearbridge Investments, LLC | 0.04% | Reduce -0.1% | 439,116 | $48.9M |
| Point72 Asset Management | 0.14% | New | 422,418 | $47.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +177.8% | 422,277 | $47.0M |
| Principal Financial Group Inc. | 0.03% | Reduce -37.4% | 420,508 | $46.8M |
| American Century Companies Inc. | 0.03% | Add +308.5% | 418,142 | $46.5M |
| Woodline Partners LP | 0.30% | New | 409,346 | $45.6M |
| TD Asset Management Inc | 0.04% | Add +10.9% | 407,865 | $45.4M |
| Two Creeks Capital Management, LP | 2.87% | Add +16.4% | 403,995 | $45.0M |
| Nomura Holdings Inc. | 0.24% | Add +738.5% | 401,139 | $44.7M |
| Rhumbline Advisers | 0.04% | Reduce -36.3% | 391,593 | $43.6M |
| Citigroup Inc. | 0.03% | Add +184.1% | 387,823 | $43.2M |
| Mackenzie Financial Corp. | 0.06% | Add +38.5% | 382,540 | $42.6M |
| Deprince Race & Zollo Inc. | 0.88% | Reduce -13.1% | 379,187 | $42.2M |
| California Public Employees Retirement System | 0.03% | Reduce -4.2% | 375,763 | $41.8M |
| Royal Bank of Canada | 0.01% | Add +99.7% | 374,468 | $41.7M |
| Schwartz Investment Counsel Inc. | 1.42% | Reduce -3.2% | 370,420 | $41.2M |
| Wells Fargo & Company | 0.01% | Add +24.2% | 358,002 | $39.9M |
| Russell Investments Group, Ltd. | 0.05% | Add +63.5% | 357,674 | $39.8M |
| HSBC Holdings PLC | 0.02% | Add +184.3% | 327,059 | $36.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.26% | — | 320,200 | $35.6M |
| Mercuria Capital Strategies, LLC | 42.73% | Reduce -18.3% | 316,949 | $35.3M |
| Jain Global LLC | 0.71% | New | 305,575 | $34.0M |
| National Pension Service | 0.03% | Reduce -6.4% | 296,942 | $33.1M |
| Bank of Montreal | 0.02% | Add +66.5% | 284,038 | $31.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -27.1% | 277,690 | $30.9M |
| Capital World Investors | 0.01% | Reduce -16.0% | 274,107 | $30.5M |
| Van Eck Associates Corp. | 0.04% | Reduce -17.0% | 265,235 | $29.5M |
| Clough Capital Partners L P | 3.65% | Reduce -34.3% | 259,502 | $28.9M |
| Teachers Retirement System of the State of Kentucky | 0.26% | Add +5.1% | 254,164 | $28.3M |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.