Expand Energy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:EXE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
22 Nov 24	SellUS$4,343,978	Catherine Kehr	Individual		43,623	US$99.58

Insider Trading Volume

Insider Buying: EXE insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of EXE?
Owner Type	Number of Shares	Ownership Percentage
State or Government	120,786	0.0523%
Individual Insiders	483,057	0.209%
Private Companies	6,038,034	2.61%
VC/PE Firms	12,665,899	5.48%
General Public	51,677,836	22.4%
Institutions	160,111,013	69.3%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 76.7%.

Top Shareholders

Top 25 shareholders own 59.59% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.6%	T. Rowe Price Group, Inc.	24,436,278	US$2.5b	14%	0.21%
10%	BlackRock, Inc.	23,205,626	US$2.4b	84.4%	0.04%
5.53%	The Vanguard Group, Inc.	12,786,763	US$1.3b	0.77%	0.02%
5.48%	Blackstone Inc.	12,665,899	US$1.3b	0%	4.7%
2.97%	Brookfield Corporation	6,870,884	US$705.8m	0%	2.45%
2.36%	Wellington Management Group LLP	5,459,065	US$560.8m	-26.9%	0.08%
2.29%	State Street Global Advisors, Inc.	5,288,084	US$543.2m	4.85%	0.02%
2.01%	Kimmeridge Energy Management Company, LLC	4,652,779	US$477.9m	25.9%	32.69%
1.89%	First Trust Advisors LP	4,365,098	US$448.4m	14.3%	0.35%
1.73%	1832 Asset Management L.P.	4,005,231	US$411.4m	482%	0.53%
1.62%	Massachusetts Financial Services Company	3,744,167	US$384.6m	-9.11%	0.08%
1.44%	Dimensional Fund Advisors LP	3,322,265	US$341.3m	-0.35%	0.05%
1.34%	The Jan and Trevor Rees-Jones Revocable Trust	3,095,316	US$318.0m	0%	no data
1.23%	Thrivent Investment Management Inc.	2,838,613	US$291.6m	9.62%	0.5%
1.09%	Geode Capital Management, LLC	2,521,739	US$259.0m	1.23%	0.02%
1.08%	Capital Research and Management Company	2,496,811	US$256.5m	225%	0.01%
1.05%	BNY Asset Management	2,421,075	US$248.7m	3.56%	0.04%
0.92%	Glendon Capital Management L.P.	2,124,060	US$218.2m	0%	12.54%
0.78%	Voya Investment Management LLC	1,811,889	US$186.1m	18%	0.2%
0.76%	Asia Research & Capital Management Limited	1,758,117	US$180.6m	631%	72.81%
0.74%	Lord, Abbett & Co. LLC	1,715,430	US$176.2m	-34.4%	0.51%
0.69%	Citadel Advisors LLC	1,600,269	US$164.4m	641%	0.17%
0.69%	FMR LLC	1,590,704	US$163.4m	0.89%	0.01%
0.64%	The Trevor R. Rees-Jones 2012 Family Trust	1,471,359	US$151.1m	0%	no data
0.64%	The David G. Rees-Jones 2012 Family Trust	1,471,359	US$151.1m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/31 22:30
End of Day Share Price	2025/01/31 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Expand Energy Corporation is covered by 62 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Argus Research Company
Michael Hall	Baird
Jeffrey Robertson	Barclays