Expand Energy Corporation

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 879 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• This registrant is the same company that filed as Chesapeake Energy Corporation (ticker CHK) until it renamed to Expand Energy Corporation (ticker EXE) upon closing its all-stock combination with Southwestern Energy Company; CIK 0000895126 is unchanged throughout. The FY2025 10-K (filed 18 Feb 2026, for period ended 31 Dec 2025) and the Q2 2026 10-Q (filed 28 Jul 2026, for period ended 30 Jun 2026) were both filed under the Expand Energy name and are the primary sources used here. Older filings cited (the Trevor D. Rees-Jones Schedule 13G/A, filed 14 Feb 2024, event date 31 Dec 2023) were filed under the Chesapeake Energy Corp name and CHK ticker; they are the same registrant, not a different company, and are labelled accordingly in each row's method_note.
• 13F filers spell the issuer either 'EXPAND ENERGY CORPORATION' or 'EXPAND ENERGY CORP'; every register row above was checked with the fragment 'EXPAND' (which matches both spellings) against CUSIP 165167735, and never assembled from a fragment match alone. 'CHESAPEAKE' was also tried against several filers' information tables as a sanity check for any pre-rename issuer naming lag; it matched only an unrelated company, Chesapeake Utils Corp (CUSIP 165303108, a natural-gas utility holding company), on every filer where it returned a hit, confirming no filer was still reporting the position under a stale Chesapeake Energy name as of the Q2 2026 (30 Jun 2026) 13F season.
• shares_outstanding is 231,503,789, taken from the cover page of Expand Energy's Q2 2026 Form 10-Q ('As of July 24, 2026, there were 231,503,789 shares of our $0.01 par value common stock outstanding'), filed 28 Jul 2026. This is a single share class, all common stock. Because the Southwestern Energy merger (closed Sept/Oct 2024) issued new Expand Energy shares to former Southwestern shareholders rather than converting or splitting existing Chesapeake/Expand shares, a pre-merger share count for an existing Chesapeake/Expand holder (e.g. Trevor D. Rees-Jones, whose shares predate the merger) is directly comparable to the current, post-merger denominator without restatement; this differs from a stock-split trap, where the same share count would need restating onto one basis.
• Holdings side: searched the FY2025 10-K and the Q2 2026 10-Q for 'equity method', 'investments in', 'joint venture', 'unconsolidated' (0 hits, term not used by this filer), 'non-marketable' (0 hits), 'minority interest' (0 hits), 'equity securities' (relates only to the company's own common stock and warrants, not investments in others), and 'LNG'/'midstream' (context only, no equity stakes found). The only equity-method investment disclosed in either filing is the 35% interest in the Momentum Sustainable Ventures LLC / NG3 pipeline joint venture, included in holdings above. Also checked Exhibit 21 to the FY2025 10-K (exe-ex_21x20251231x10k.htm): it lists only 5 wholly-owned operating LLC subsidiaries (Expand Operating LLC, Expand Exploration LLC, Expand Appalachia LLC, Expand Gulf Coast LLC, Expand Energy Marketing LLC), all Oklahoma or Texas entities, with no ownership-percentage column and no joint ventures listed; this is a genuine negative (a plain wholly-owned-subsidiary list), not evidence of a missed disclosure.
• The company's own oil and gas working interests in wells, leasehold acreage and the Haynesville/Appalachia/mid-continent plays are property interests in hydrocarbons, not equity stakes in another company, and are excluded from holdings for that reason (the same distinction applied in Evergy's and DTE's research files to undivided plant/generating-station interests). The NG3 pipeline interest, by contrast, is an equity-method investment in a separate joint-venture LLC and is included.
• No Momentum Sustainable Ventures equity stake write-off or exit was found; the FY2025 10-K and Q2 2026 10-Q both confirm the 35% interest is still held, with the carrying value declining modestly from $313 million (31 Dec 2025) to $300 million (30 Jun 2026), which the 10-Q attributes to normal equity-method income/loss recognition rather than any impairment or divestment language.
• No Schedule 13D has been filed against this issuer since the company's 2021 Chapter 11 emergence (last SC 13D/A was filed 2019, pre-bankruptcy, by an activist investor whose pre-emergence common stock was cancelled in the reorganization); all SEC beneficial-ownership filings since emergence are passive Schedule 13G/13G-A filings. This is consistent with a company with no single post-bankruptcy control block; the largest true concentration by dollar value is index/passive ownership (Vanguard, BlackRock, State Street, Geode).
• Checked for warrant holders: Expand Energy's own Class A, Class B and Class C Warrants (issued in the 2021 Chapter 11 plan; traded on Nasdaq under EXEEL, EXEEW, EXEEZ per EDGAR company records) are a distinct security from the common stock (CUSIP 165167735) used throughout this register. Every 13F information-table search in this research returned only the single common-stock CUSIP for each filer; no institutional 13F filer checked here reported a separate warrant line item for Expand Energy, so no holder in this register carries shares: null for a warrant position. This is a genuine negative from the filers checked (the 13 large institutional holders above), not an exhaustive sweep of all EXE warrant holders, most of whom are likely retail and below any 13F/13D/13G reporting threshold.
• Trevor D. Rees-Jones (holder_type: strategic) is included as the one clearly strategic/insider-adjacent holder found: 6,141,007 shares held via family trusts and an entity (Rees-Jones Holdings LLC, R-J GP Capital), per a Schedule 13G/A filed 14 Feb 2024 (event date 31 Dec 2023) reporting 4.7% of the then-outstanding CHK share count. No SEC filing was found describing how this stake was acquired; Rees-Jones is a Texas oil and gas entrepreneur (founder of Chief Oil & Gas), and Chesapeake did acquire Haynesville assets from Chief-affiliated entities for cash and stock in a transaction that closed in Feb 2023, but this research did not locate a filing tying the 13G stake directly to that transaction, so no acquired_how claim is made for this row. No SEC filing updating this position has been found since Feb 2024; because the position (6,141,007 shares) falls below 5% of the much larger post-merger share count (2.65% of 231,503,789), no further Schedule 13D/G amendment is legally required even if the position is unchanged, so the absence of a newer filing is not evidence the position was reduced or exited. value_usd is left null because no contemporaneous per-share price tied to the December 2023 share count was sourced in this research.
• Directors' and named executive officers' individual common-stock holdings, disclosed in the April 2026 DEF 14A 'Share Ownership' table, are all below 1% of the company individually (the largest, CEO Domenic J. 'Nick' Dell'Osso Jr., 149,774 shares) and the proxy discloses no 'all directors and executive officers as a group' total row. These were judged immaterial individually and are not included as register rows; none is flagged as an aggregate container because none exists in this proxy.
• Self-gate, computed on the final file exactly as specified (no is_aggregate/rolls_up_into rows exist in this register, so every row counts at full value): 12 rows, total shares 110,624,513, against shares_outstanding 231,503,789 = 47.7852%. This is above the 'roughly 25% to 45%' typical band but below the 55% hard-flag threshold; it reflects genuinely high institutional concentration in the top 12 holders of a heavily-owned, large-cap, single-share-class energy company post-merger, not a mixed-instrument or mixed-basis defect. All 12 rows share one basis (common stock, CUSIP 165167735, fresh Q2 2026 13F-HR or, for Rees-Jones, a filed 13G against the same CUSIP).