Expand Energy Ownership | Who Owns Expand Energy?
Expand Energy Ownership Summary
Expand Energy is owned by 33.29% institutional investors, 0.30% insiders, and 66.41% retail investors. Vanguard group is the largest institutional shareholder, holding 11.72% of EXE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.20% of its assets in Expand Energy shares.
EXE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Expand Energy | 33.29% | 0.30% | 66.41% |
| Sector | Energy Stocks | 40.75% | 15.26% | 43.98% |
| Industry | Oil & Gas Exploration & Production Stocks | 46.98% | 15.98% | 37.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 27.90M | 11.72% | $3.08B |
| Blackrock funding, inc. /de | 18.64M | 7.85% | $2.05B |
| State street | 14.49M | 6.11% | $1.59B |
| Capital research global investors | 6.80M | 2.87% | $746.38M |
| Geode capital management | 6.62M | 2.79% | $724.38M |
| Capital world investors | 6.21M | 2.62% | $681.91M |
| Oaktree capital management lp | 5.24M | 2.21% | $574.97M |
| Invesco | 4.92M | 2.07% | $540.00M |
| Victory capital management | 4.76M | 2.01% | $522.64M |
| Bank of new york mellon | 4.50M | 1.90% | $493.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Glendon capital management lp | 2.02M | 27.52% | $221.63M |
| Lsp investment advisors | 319.72K | 25.49% | $35.10M |
| Brooklands fund management | 109.03K | 13.46% | $11.97M |
| Ninepoint partners lp | 900.00K | 12.60% | $95.62M |
| Oceanic investment management | 112.13K | 10.43% | $12.31M |
| Oaktree capital management lp | 5.24M | 9.15% | $574.97M |
| Holowesko partners | 250.00K | 7.69% | $27.45M |
| Kopernik global investors | 813.63K | 6.24% | $89.32M |
| Concorde financial | 69.76K | 6.01% | $7.66M |
| Pennant investors, lp | 196.00K | 5.96% | $21.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 6.21M | 0.09% | 6.21M |
| Aqr capital management | 3.85M | 0.19% | 3.05M |
| Bank of new york mellon | 4.50M | 0.09% | 2.19M |
| Qube research | 2.66M | 0.32% | 1.75M |
| Altshuler shaham | 1.59M | 2.79% | 1.59M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 6.80M | 0.12% | -14.45M |
| Price t rowe associates inc /md/ | 3.72M | 0.05% | -5.95M |
| Kimmeridge energy management company | - | - | -3.18M |
| T. rowe price investment management | - | - | -2.84M |
| Wellington management group llp | 440.31K | 0.01% | -2.07M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 1.34M | 0.04% | 1.34M | $147.19M |
| Vanguard global advisers | 523.38K | 0.03% | 523.38K | $57.46M |
| Vanguard asset management | 441.10K | 0.04% | 441.10K | $48.42M |
| Worldquant millennium advisors | 385.93K | 0.16% | 385.93K | $42.37M |
| Renaissance | 325.76K | 0.06% | 325.76K | $35.76M |
Sold Out
| Holder | Change |
|---|---|
| Optima capital | -1.00 |
| Greenline partners | -2.00 |
| Private wealth asset management | -2.00 |
| Whittier trust | -3.00 |
| Whipplewood advisors | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 553 | -39.96% | 78,999,424 | -64.58% | 33 | - | 316 | -40.04% | 135 | -43.75% |
| Dec 31, 2025 | 635 | -22.09% | 149,285,239 | -33.06% | 62 | 0.71% | 365 | -14.72% | 155 | -33.19% |
| Sep 30, 2025 | 785 | -7.43% | 221,381,290 | 6.90% | 93 | 1.23% | 411 | -12.92% | 225 | -3.43% |
| Jun 30, 2025 | 687 | -12.93% | 97,883,895 | -55.80% | 41 | 0.47% | 377 | -11.71% | 186 | -13.08% |
| Mar 31, 2025 | 789 | 14.35% | 221,445,233 | -2.46% | 94 | 0.98% | 427 | -34.41% | 214 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 7.66M | 3.20% | 18.38K |
| Vanguard 500 Index Investor | 6.18M | 2.58% | 111.27K |
| American Funds Income Fund of Amer A | 6.00M | 2.51% | 2.42M |
| Vanguard Small Cap Index | 5.54M | 2.32% | -11.53K |
| State Street®EngySelSectSPDR®ETF | 5.28M | 2.21% | -30.73K |
| UBS: Global Equity | 3.96M | 1.65% | - |
| American Funds Invmt Co of Amer A | 3.49M | 1.46% | -4.49M |
| Capital Group Investment Co of Amer Comp | 3.49M | 1.46% | -4.49M |
| iShares Core S&P 500 ETF | 3.14M | 1.31% | 9.59K |
| Fidelity 500 Index | 3.05M | 1.28% | 10.51K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 12, 2026 | Wichterich Michael | Interim President and CEO | Buy | $88.90K |
| Jun 04, 2026 | Wichterich Michael | Interim President and CEO | Buy | $93.36K |
| Jun 04, 2026 | Teunissen Marcel | EVP & CFO | Buy | $185.76K |
| May 07, 2026 | Teunissen Marcel | EVP & CFO | Buy | $192.86K |
| Mar 06, 2026 | Wichterich Michael | Interim President and CEO | Buy | $108.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 3 | - |
| 2026 Q1 | 3 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
EXE Ownership FAQ
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