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Expand Energy (EXE) Institutional Ownership

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$108.64 +0.49 (+0.45%)
Closing price 07/18/2025 04:00 PM Eastern
Extended Trading
$108.64 0.00 (0.00%)
As of 07/18/2025 06:02 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Expand Energy (NASDAQ:EXE)

Current
Institutional Ownership
Percentage
97.93%
Number of
Institutional Buyers
(last 12 months)
399
Total
Institutional Inflows
(last 12 months)
$12.10B
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$64.10M
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EXE Institutional Buying and Selling by Quarter

Expand Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Robeco Institutional Asset Management B.V.49,248$5.76M0.0%+8.6%0.021%
7/18/2025 New Wave Wealth Advisors LLC4,066$475K0.2%N/A0.002%
7/18/2025 Truist Financial Corp3,413$399K0.0%-6.0%0.001%
7/17/2025 Greenleaf Trust3,636$425K0.0%-4.2%0.002%
7/17/2025 HB Wealth Management LLC3,448$403K0.0%+5.9%0.001%
7/17/2025 Janney Capital Management LLC117,337$13.72M0.9%-1.3%0.049%
7/17/2025 Janney Montgomery Scott LLC18,720$2.19M0.0%+5.1%0.008%
7/17/2025 V Square Quantitative Management LLC2,354$275K0.0%+17.2%0.001%
7/17/2025 Ausbil Investment Management Ltd4,500$526K0.3%+200.0%0.002%
7/17/2025 Avior Wealth Management LLC2,754$322K0.0%-45.0%0.001%
7/17/2025 Uncommon Cents Investing LLC1,945$227K0.1%+6.0%0.001%
7/16/2025 Mariner Investment Group LLC7,500$877K0.3%N/A0.003%
7/16/2025 ORG Wealth Partners LLC634$70K0.0%N/A0.000%
7/16/2025 Signaturefd LLC2,530$296K0.0%+5.6%0.001%
7/16/2025 First American Bank24,159$2.83M0.2%+4.1%0.010%
7/16/2025 State of Alaska Department of Revenue24,324$2.84M0.0%-1.3%0.010%
7/16/2025 Patton Fund Management Inc.2,091$245K0.2%N/A0.001%
7/16/2025 Hartford Investment Management Co.13,118$1.53M0.0%+2.2%0.006%
7/15/2025 TD Private Client Wealth LLC1,751$205K0.0%+34.5%0.001%
7/15/2025 Public Employees Retirement System of Ohio126,998$14.85M0.0%+18.8%0.053%
7/15/2025 Ballentine Partners LLC2,350$275K0.0%+13.9%0.001%
7/15/2025 Cigna Investments Inc. New2,163$253K0.0%-5.3%0.001%
7/15/2025 Norden Group LLC5,558$650K0.1%+133.8%0.002%
7/15/2025 Fifth Third Bancorp2,008$235K0.0%+49.6%0.001%
7/14/2025 Counterpoint Mutual Funds LLC18,732$2.19M0.2%N/A0.008%
7/14/2025 E&G Advisors LP2,123$248K0.1%-8.6%0.001%
7/14/2025 IronOak Wealth LLC.10,259$1.20M1.2%N/A0.004%
7/14/2025 GAMMA Investing LLC3,657$428K0.0%+24.1%0.002%
7/14/2025 Toth Financial Advisory Corp9,440$1.10M0.1%+162.2%0.004%
7/11/2025 Farther Finance Advisors LLC3,202$374K0.0%-17.8%0.001%
7/11/2025 UMB Bank n.a.234$27K0.0%-81.3%0.000%
7/11/2025 Adirondack Trust Co.500$58K0.0%N/A0.000%
7/11/2025 Viking Fund Management LLC10,000$1.17M0.2%N/A0.004%
7/11/2025 Essex Savings Bank2,420$283K0.1%+5.3%0.001%
7/11/2025 Assenagon Asset Management S.A.537,978$62.91M0.1%N/A0.226%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt5,156$603K0.0%+157.8%0.002%
7/11/2025 IFM Investors Pty Ltd35,943$4.20M0.0%+24.9%0.015%
7/10/2025 Canoe Financial LP311,100$36.38M0.5%-57.4%0.131%
7/10/2025 Wedmont Private Capital7,784$910K0.0%+25.3%0.003%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd27,093$3.17M0.0%+20.3%0.011%
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Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve. James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation.

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7/9/2025 Breakwater Capital Group2,145$251K0.0%N/A0.001%
7/9/2025 Hardin Capital Partners LLC4,002$445K0.3%-11.1%0.002%
7/9/2025 Woodstock Corp47,936$5.61M0.5%-5.5%0.020%
7/9/2025 MFG Wealth Management Inc.18,072$2.11M1.8%-0.5%0.008%
7/9/2025 Czech National Bank52,935$6.19M0.0%+9.6%0.022%
7/9/2025 Livforsakringsbolaget Skandia Omsesidigt5,156$603K0.0%+157.8%0.002%
7/9/2025 MassMutual Private Wealth & Trust FSB896$105K0.0%N/A0.000%
7/8/2025 NBC Securities Inc.10,420$1.22M0.1%-11.0%0.004%
7/8/2025 Gradient Investments LLC17,991$2.10M0.0%-11.6%0.008%
7/8/2025 Parallel Advisors LLC1,811$212K0.0%-29.4%0.001%
7/2/2025 Doliver Advisors LP3,895$455K0.1%-2.8%0.002%
7/1/2025 Confluence Investment Management LLC7,015$820K0.0%N/A0.003%
6/18/2025Voya Investment Management LLC2,107,486$234.52M0.3%-3.1%0.886%
6/3/2025Inspire Investing LLC2,805$312K0.0%N/A0.001%
6/2/2025Cim Investment Management Inc.2,266$252K0.1%N/A0.001%
6/2/2025Hodges Capital Management Inc.116,075$12.92M1.3%N/A0.049%
5/28/2025Strs Ohio161,073$17.93M0.1%N/A0.068%
5/22/2025Mattson Financial Services LLC1,952$217K0.1%N/A0.001%
5/21/2025Geneos Wealth Management Inc.710$79K0.0%N/A0.000%
5/21/2025 IFM Investors Pty Ltd28,770$3.20M0.0%+3.4%0.012%
5/20/2025Belpointe Asset Management LLC2,420$269K0.0%N/A0.001%
5/20/2025Focus Partners Wealth1,845$205K0.0%N/A0.001%
5/20/2025Plato Investment Management Ltd4,466$503K0.0%N/A0.002%
5/19/2025Mudita Advisors LLP82,900$9.23M4.7%N/A0.035%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC3,069,603$341.71M0.1%N/A1.290%
5/16/2025Woodline Partners LP409,346$45.57M0.3%N/A0.172%
5/16/2025Zurich Insurance Group Ltd FI979,029$108.99M0.9%N/A0.411%
5/16/2025Empowered Funds LLC68,198$7.59M0.1%N/A0.029%
5/16/2025MBB Public Markets I LLC2,930$326K0.0%N/A0.001%
5/16/2025United Services Automobile Association4,732$525K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.6,460$719K0.0%N/A0.003%
5/16/2025Great Lakes Advisors LLC252,479$27.93M0.2%N/A0.106%
5/16/2025Caxton Associates LLP21,312$2.37M0.1%N/A0.009%
5/16/2025Ashton Thomas Private Wealth LLC1,869$208K0.0%N/A0.001%
5/16/2025First Dallas Securities Inc.26,406$2.94M1.2%N/A0.011%
5/16/2025Teza Capital Management LLC2,589$288K0.1%N/A0.001%
5/16/2025UniSuper Management Pty Ltd24,539$2.73M0.0%N/A0.010%
5/16/2025Scientech Research LLC5,393$600K0.2%N/A0.002%
5/16/2025 Rise Advisors LLC393$44K0.0%N/A0.000%
5/16/2025Nissay Asset Management Corp Japan ADV25,348$2.82M0.0%N/A0.011%
5/16/2025NewEdge Advisors LLC13,453$1.50M0.0%N/A0.006%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.23,343$2.60M0.0%N/A0.010%
5/16/2025Integrated Wealth Concepts LLC33,730$3.76M0.0%N/A0.014%
5/16/2025Interval Partners LP29,651$3.30M0.1%N/A0.012%
5/16/2025Gotham Asset Management LLC176,881$19.69M0.2%N/A0.074%
5/16/2025Duquesne Family Office LLC97,700$10.88M0.4%N/A0.041%
5/16/2025Encompass Capital Advisors LLC867,599$96.58M3.7%N/A0.365%
5/16/2025Cinctive Capital Management LP12,879$1.43M0.1%N/A0.005%
5/16/2025Alliancebernstein L.P.277,690$30.91M0.0%N/A0.117%
5/16/2025Brigade Capital Management LP78,386$8.73M1.1%N/A0.033%
Altucher: Turn $900 into $108,000 in just 12 months? (Ad)

Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve. James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation.

See Altucher’s Great Gain gameplan here
5/16/2025AQR Capital Management LLC63,064$7.01M0.0%N/A0.026%
5/16/2025Advisors Asset Management Inc.6,922$771K0.0%N/A0.003%
5/16/2025Alden Global Capital LLC70,399$7.84M8.4%N/A0.030%
5/16/2025Amundi753,600$83.31M0.0%N/A0.317%
5/16/2025Adage Capital Partners GP L.L.C.41,900$4.66M0.0%N/A0.018%
5/15/2025 Cigna Investments Inc. New2,283$254K0.0%N/A0.001%
5/15/2025Royal Bank of Canada374,468$41.69M0.0%N/A0.157%
5/15/2025Energy Income Partners LLC54,382$6.05M0.1%N/A0.023%
5/15/2025MAI Capital Management266$30K0.0%N/A0.000%
5/15/2025Quarry LP251$28K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

EXE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EXE shares?

During the previous two years, 402 institutional investors and hedge funds held shares of Expand Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.97B), Price T Rowe Associates Inc. MD ($1.31B), T. Rowe Price Investment Management Inc. ($701.83M), Wellington Management Group LLP ($624.08M), Massachusetts Financial Services Co. MA ($518.33M), Invesco Ltd. ($433.43M), and AGF Management Ltd. ($404.51M).Learn more on Expand Energy's institutional investors.

What percentage of Expand Energy's stock is owned by institutional investors?

97.93% of Expand Energy's stock is owned by institutional investors. Learn more on EXE's institutional investor holdings.

Which institutional investors have been buying Expand Energy's stock?

Of the 399 institutional investors that purchased Expand Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($26.71M), Price T Rowe Associates Inc. MD ($11.78M), T. Rowe Price Investment Management Inc. ($6.30M), Wellington Management Group LLP ($5.61M), Massachusetts Financial Services Co. MA ($4.66M), Invesco Ltd. ($3.89M), and AGF Management Ltd. ($3.63M).

How much institutional buying is happening at Expand Energy?

Institutional investors have bought a total of 108,640,876 shares in the last 24 months. This purchase volume represents approximately $12.10B in transactions.

Which of Expand Energy's major shareholders have been selling company stock?

Of the 19 institutional investors that sold Expand Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Canoe Financial LP ($419.90K), Voya Investment Management LLC ($66.75K), Raymond James Financial Inc. ($52.86K), Woodstock Corp ($2.79K), Gradient Investments LLC ($2.36K), Avior Wealth Management LLC ($2.25K), and Janney Capital Management LLC ($1.54K).

How much institutional selling is happening at Expand Energy?

Institutional investors have sold a total of 553,931 shares in the last 24 months. This volume of shares sold represents approximately $64.10M in transactions.


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This page (NASDAQ:EXE) was last updated on 7/20/2025 by MarketBeat.com Staff
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