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EXE

EXE Institutional Investor Snapshot (896 Funds)

Expand Energy CORP

+$4.2B

Net Activity

Data as of: 2026-03-31

Institutions Holding

896

Popularity Rank

#527

Avg Weight

0.35%

Total Value

$24.9B

Ownership Trend

896 institutions currently hold EXE, with 516 net buyers and 365 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

365

Net Buying Institutions

516

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$2.0B
VC
Vanguard Capital Management LLC
$1.7B
SS
State Street CORP
$1.6B
VP
Vanguard Portfolio Management LLC
$1.2B
CR
Capital Research Global Investors
$746.4M

Top 5 by Conviction

GC
Glendon Capital Management LP
27.52%
OC
Oaktree Capital Management LP
8.77%
DG
Disciplined Growth Investors INC /mn
5.33%
AS
Altshuler Shaham Ltd
2.94%
PF
Phoenix Financial Ltd.
1.86%
View all 896 holding institutions

Across its top 20 institutional holders, EXE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 29/100).

Quarterly Activity

Recent Activity

+$16.5B

Total Buy Value

$10.5B

Total Sell Value

New buy142
Trim243
Add374
Sold out122

516

Net Buyers

365

Net Sellers

Smart Money Convergence

EXE does not currently show a 13F-and-insider convergence signal — its insider confidence score is 50/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/EXE

Insider Trading (Form 4)

5090d confidence

2

unique buyers

$316K

buy value

data as of 2026-07-22

12-Month Buy/Sell Activity

Mar 25
Mar 26
BuySell
ActionInsiderTitleDateValue
BuyWichterich MichaelInterim President and CEO2026-03-06$107K
BuyWichterich MichaelInterim President and CEO2026-03-06$108K
BuyGallagher MatthewDirector2026-02-19$101K
BuyViets Joshua J.EVP & COO2025-08-18$184K
BuyDELL'OSSO DOMENIC J JRPresident and CEO2025-08-15$240K
BuyDELL'OSSO DOMENIC J JRPresident and CEO2025-03-05$249K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

165167735

FAQ

Who are the top institutional investors holding EXPAND ENERGY CORP (EXE)?
Major stakeholders currently include BlackRock, Inc. ($2.0B), Vanguard Capital Management LLC ($1.7B), State Street CORP ($1.6B). Based on the latest 13F filings, there are a total of 896 tracked investment funds and institutions maintaining positions in EXE.
What is the overall institutional sentiment toward EXE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.2B, driven by 516 managers accumulating shares while 365 reduced their exposure.
Which institutions have been selling or reducing their EXE positions?
In the latest period, 243 funds trimmed their holdings, and 122 managers completely exited their positions. The aggregate reported sell value was $10.5B.
Are there any notable investors adding EXE to their portfolios?
Yes, buying activity remains notable. 142 institutions opened new positions in {ticker}, and 374 existing holders added to their shares. The total reported buy value for the quarter amounted to $16.5B.

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Developer Access

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CLI

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