EXE Expand Energy Corporation

NASDAQ
$88.22

Expand Energy Corporation (EXE) Institutional Ownership

What the institutions did with EXE last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
11
filed both this quarter and last
Managers holding
11
+2 on the quarter
Buyers
7
2 opened new
Sellers
2
0 sold out entirely
Buyer share
77.8%
of managers who traded it
Breadth
+55.6
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

Sign in or subscribe

Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
CONFLUENCE INVESTMENT MANAGEMENT LLC 17.9K 47.3%
DOLIVER ADVISORS, LP 9.6K 25.4%
Miller Global Investments, LLC 4.9K 12.9%
PRIVATE CLIENT SERVICES, LLC 2.6K 6.8%
Versant Capital Management, Inc 950 2.5%
CX Institutional 758 2.0%
BURKETT FINANCIAL SERVICES, LLC 500 1.3%
MassMutual Private Wealth & Trust, FSB 355 0.9%
EASTERN BANK 300 0.8%
Olistico Wealth, LLC 24 0.1%
Planning Strategies Inc. 10 0.0%

Largest changes

Manager Action Previous Current Change
CONFLUENCE INVESTMENT MANAGEMENT LLC Increased 11.4K 17.9K +6.5K
PRIVATE CLIENT SERVICES, LLC New 0 2.6K +2.6K
Versant Capital Management, Inc Increased 161 950 +789
BURKETT FINANCIAL SERVICES, LLC New 0 500 +500
MassMutual Private Wealth & Trust, FSB Reduced 685 355 -330
CX Institutional Increased 518 758 +240
DOLIVER ADVISORS, LP Increased 9.4K 9.6K +194
Miller Global Investments, LLC Reduced 5.0K 4.9K -99
Planning Strategies Inc. Increased 8 10 +2

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.