SEC 13F Intelligence

EXEELEXPAND ENERGY CORPORATION

CUSIP 165167180 · Yahoo Finance ↗ · Google Finance ↗

Expand Energy Corporation (EXEEL) has 1 institutional holders in Filings Flow’s 13F database, together reporting 6.9K shares worth $687,068 as of Q1 2026. The largest reported holders are Aequim Alternative Investments LP, Carronade Capital Management, LP, and Voya Investment Management LLC.

Institutional Holders
1
Q1 2026
Reported Value
$687,068
Ticker
EXEEL
Quarters Tracked
21

Ownership Trend

Institutional holders
Q1 ’21: 39Q1 ’21Q2 ’21: 39Q3 ’21: 42Q4 ’21: 47Q4 ’21Q1 ’22: 42Q2 ’22: 40Q3 ’22: 34Q3 ’22Q4 ’22: 20Q1 ’23: 17Q2 ’23: 18Q2 ’23Q3 ’23: 19Q4 ’23: 20Q1 ’24: 21Q1 ’24Q2 ’24: 22Q3 ’24: 23Q4 ’24: 41Q4 ’24Q1 ’25: 42Q2 ’25: 48Q3 ’25: 40Q3 ’25Q4 ’25: 49Q1 ’26: 1filingsflow.com
Total reported value
Q1 ’21: $108MQ1 ’21Q2 ’21: $144MQ3 ’21: $184MQ4 ’21: $94MQ4 ’21Q1 ’22: $436MQ2 ’22: $477MQ3 ’22: $671MQ3 ’22Q4 ’22: $263MQ1 ’23: $198MQ2 ’23: $227MQ2 ’23Q3 ’23: $240MQ4 ’23: $207MQ1 ’24: $254MQ1 ’24Q2 ’24: $63MQ3 ’24: $194MQ4 ’24: $104MQ4 ’24Q1 ’25: $106MQ2 ’25: $178MQ3 ’25: $94MQ3 ’25Q4 ’25: $46MQ1 ’26: $687,068filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Aequim Alternative Investments LP$5.2B AUM2.61%$80M738.0KQ2 2025OLDER
OnyxPoint Global Management LP$424M AUM2.36%$8M84.6KQ4 2025OLDER
NYL Investors LLC$265M AUM1.02%$3M32.2KQ3 2025OLDER
CARRONADE CAPITAL MANAGEMENT, LP$7.7B AUM1.01%$44M456.8KQ3 2025OLDER
Dalton Investments, Inc.$103M AUM0.40%$545,1855.5KQ4 2025OLDER
Warberg Asset Management LLC$600M AUM0.19%$1M11.3KQ2 2025OLDER
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.14%$9M95.3KQ4 2025OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.08%$499,5455.0KQ4 2025OLDER
Glendon Capital Management LP$805M AUM0.06%$929,6359.3KQ4 2025OLDER
CSS LLC/IL$2.1B AUM0.06%$1M15.1KQ4 2025OLDER
BRIGADE CAPITAL MANAGEMENT, LP$806M AUM0.04%$146,3161.5KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.02%$19M196.3KQ4 2025OLDER
Stone House Investment Management, LLC$558M AUM0.01%$67,310696Q3 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$792,4178.0KQ4 2025OLDER
Pinnacle Holdings, LLC$309M AUM0.01%$17,140172Q4 2025OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.01%$328,0543.3KQ4 2025OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.00%$488,9044.9KQ4 2025OLDER
Asset Planning,Inc$141M AUM0.00%$2,39224Q4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$40,038414Q3 2025OLDER
CDKV HOLDINGS LLC$114M AUM0.00%$1,19612Q4 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$9,965100Q4 2025OLDER
Kings Path Partners LLC$248M AUM0.00%$1,07910Q2 2025OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$3,28833Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$44,644448Q4 2025OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$2,09321Q4 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$2,80426Q2 2025OLDER
LMR Partners LLP$45.4B AUM0.00%$111,8071.1KQ4 2025OLDER
Activest Wealth Management$569M AUM0.00%$1,09611Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$362,0123.6KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$687,0686.9KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$247,0322.5KQ4 2025OLDER
GODSEY & GIBB, INC$1.1B AUM0.00%$3994Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$676,9596.8KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$70,694712Q4 2025OLDER
Capital World Investors$732.9B AUM0.00%$229,8562.3KQ4 2025OLDER
Triumph Capital Management$491M AUM0.00%$1001Q4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$8979Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$1,69417Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$99710Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$106,8251.1KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$249,0202.5KQ4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$4985Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$2993Q4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$522,2665.2KQ4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$9719Q2 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1001Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$12,728118Q2 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$11,816119Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$15,645157Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1,60416Q4 2025OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.00%$1,79418Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,19412Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$6987Q4 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$1992Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$3994Q4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1,09611Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$2692Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1,00014Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1001Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1992Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.