As of the latest SEC filings, EXPAND ENERGY Corp (EXE) is held by 815 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $838,106,188.48 in market value, representing 0.04% of its portfolio.
Funds holding EXPAND ENERGY Corp (EXE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EXE
- CIK:
- 0000895126
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $838,106,188.48 | 7,634,416 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.05% | $664,408,430.18 | 6,052,181 | Mar 31, 2026 | May 28, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.42% | $612,900,000.00 | 6,000,000 | Apr 30, 2026 | Jun 26, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.37% | $608,516,468.12 | 5,543,054 | Mar 31, 2026 | May 28, 2026 |
|
XLE
State Street(R) Energy Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 1.38% | $603,651,786.98 | 5,498,741 | Mar 31, 2026 | May 28, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.14% | $463,464,274.64 | 4,294,517 | Feb 28, 2026 | Apr 27, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 0.23% | $383,356,700.10 | 3,492,045 | Mar 31, 2026 | May 28, 2026 |
|
CGDV
Capital Group Dividend Value ETF
|
ETF | Independent / Boutique | 1.15% | $350,667,261.92 | 3,249,326 | Feb 28, 2026 | Apr 28, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.05% | $336,289,842.46 | 3,063,307 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.04% | $327,107,246.72 | 3,031,016 | Feb 28, 2026 | Apr 24, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.05% | $305,156,014.90 | 2,779,705 | Mar 31, 2026 | May 28, 2026 |
|
VETAX
Victory Sycamore Established Value Fund
|
MF | Independent / Boutique | 1.44% | $216,266,600.00 | 1,970,000 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.32% | $193,749,953.54 | 1,764,893 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.44% | $170,260,875.84 | 1,550,928 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.18% | $158,731,293.60 | 1,553,904 | Apr 30, 2026 | Jun 29, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 0.95% | $152,180,439.18 | 1,386,231 | Mar 31, 2026 | May 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.05% | $147,384,809.66 | 1,342,547 | Mar 31, 2026 | May 28, 2026 |
|
-
Growth-Income Fund
|
ETF | Capital Group / American Funds | 0.35% | $144,668,084.00 | 1,317,800 | Mar 31, 2026 | May 28, 2026 |
|
VFLO
VictoryShares Free Cash Flow ETF
|
ETF | Independent / Boutique | 2.33% | $143,899,294.66 | 1,310,797 | Mar 31, 2026 | May 28, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.09% | $135,073,319.52 | 1,251,606 | Feb 28, 2026 | Apr 27, 2026 |
|
OTCIX
MFS Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.95% | $130,694,141.76 | 1,211,028 | Feb 28, 2026 | Apr 22, 2026 |
|
VVORX
Invesco Value Opportunities Fund
|
MF | Invesco | 1.55% | $130,087,412.10 | 1,273,494 | Apr 30, 2026 | Jun 26, 2026 |
|
VENAX
VANGUARD ENERGY INDEX FUND
|
ETF | Vanguard | 1.08% | $123,238,056.88 | 1,141,939 | Feb 28, 2026 | Apr 28, 2026 |
|
PAFDX
T. Rowe Price Equity Income Fund
|
MF | T. Rowe Price | 0.75% | $121,855,800.00 | 1,110,000 | Mar 31, 2026 | May 28, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.20% | $95,279,489.14 | 867,913 | Mar 31, 2026 | May 28, 2026 |
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