EXE — EXPAND ENERGY CORPORATION

Ownership history in Phoenix Financial Ltd.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Phoenix Financial Ltd. reported a position in EXPAND ENERGY CORPORATION (EXE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.26% (2025 Q3)
Avg. % of fund
1.94%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,356,470 -241,631 -15.1% 1.62% $149.7M $109.76
2025 Q3 INITIATED 1,598,101 — — 2.26% $169.8M $105.15
% of Fund (quarterly)    EXE price (monthly, adj. close)

Other funds also holding EXE

As of 2025 Q4 — sorted by position size

EnCap Energy Capital Fund IX, L.P. 3Y 7Y 100.0% LSP Investment Advisors, LLC 3Y 7Y 29.91% Glendon Capital Management LP 3Y 7Y 13.18% Ninepoint Partners LP 3Y 7Y 9.76% OAKTREE CAPITAL MANAGEMENT LP 3Y 7Y 7.95% Sagefield Capital LP 3Y 6.85% Alden Global Capital LLC 3Y 7Y 6.81% NYL Investors LLC 3Y 7Y 6.4% 59 North Capital Management, LP 3Y 6.33% Kopernik Global Investors, LLC 3Y 7Y 6.01%
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