EXE at a glance
Expand Energy (EXE, SEC CIK 895126) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as June 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Expand Energy (EXE) reported revenue of $12.1 billion (up 186.3% from FY2024) and net income of $1.8 billion. Diluted EPS was $7.57.
- As of June 30, 2026, 40 institutional investment managers tracked by SignalX reported holding Expand Energy (EXE) shares worth $9.5 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Wichterich Michael on June 12, 2026 of 1,000 shares at $88.90 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $12.1B
- +186.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 40 funds
- $9.5B · +1 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 8.01 · Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- No core business description provided in the business section of 2026 10-K
- No new products, services, or segments discussed in this filing year
- Business section primarily references governance and compliance documents online, no strategic shifts noted
- No quantitative business metrics or operational data disclosed here
- Unusual absence of business model and operational details, heavily reliant on references to proxy statement and website for information
Risk Factors
- Key-person risk: Interim CEO appointed Feb 6, 2026, replacing Domenic J. Dell’Osso, Jr., who resigned from Board but remains external advisor
- Liquidity strong with $4.1B available as of Dec 31, 2025, including $3.5B unused credit facility capacity under 2025 Credit Facility
- Potential debt refinancing risk: future debt transactions depend on market conditions, liquidity, and contractual terms, with material amounts involved
Management Discussion & Analysis
- Revenue $8,476M in 2025 vs $2,969M in 2024, up $5,507M driven by volume (+$3,476M) and price (+$2,031M) increases
- Total production expenses $635M (0.24 $/Mcfe) in 2025 vs $316M (0.23 $/Mcfe) in 2024
- Gathering, processing & transportation expenses $2,376M (0.91 $/Mcfe) in 2025 vs $1,035M (0.75 $/Mcfe) in 2024
- Best performing segment: Southwest Appalachia sales $2,139M in 2025 up from $522M in 2024; worst: Haynesville with sales increase but lower realized prices
- Net gains on derivatives $550M in 2025 vs loss $(38)M in 2024; no cash flow, buyback, dividend, or capex info provided; no forward-looking guidance or risks disclosed
AI summary of the EXE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No profitability, margin, segment, cash flow, capital deployment, or outlook figures provided
Risk Factors
- No risk-factors section provided; supplied text contains Items 2–6 rather than quarterly risk disclosures
- Share-repurchase liquidity risk; authorization expanded by $1.0 billion to $2.0 billion on July 24, 2026
- Market-execution risk; 5,752,045 shares repurchased at average price $92.05 during the quarter
- Regulatory reporting risk; mine-safety disclosures filed under Section 1503(a) and Regulation S-K Item 104
AI summary of the EXE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Legal opinions from Kirkland & Ellis and McAfee & Taft filed for the Notes Offering
- Opinions support enforceability and legality of issued notes
Item 1.01: Entry into a Material Definitive Agreement
- $500 million senior notes issued at 5.650% interest, maturing 2031
- Senior unsecured debt ranks equally with existing senior debt and revolving credit borrowings
Item 7.01: Regulation FD Disclosure
- No substantive Regulation FD disclosure provided in the excerpt
- Investor impact cannot be assessed from this text alone
Item 1.01: Entry into a Material Definitive Agreement
- $500M senior-notes offering at 5.650% interest, maturing 2031
- Closing scheduled for September 17, 2026, subject to customary conditions
Item EX-99.1: Item EX-99.1
- $500M senior notes priced at 99.889% of face value
- 5.650% fixed interest rate with maturity in 2031
AI summaries of EXE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EXE
Don't miss the next EXE filing
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- Fund moves. Which tracked funds opened, added or cut EXE, by share count.
- Ask anything. An AI agent that reads every EXE filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wichterich Michael | Buy | Jun 12, 2026 | 1,000 | $88.90 |
| Duster Benjamin | A | Jun 4, 2026 | 2,331 | $96.53 |
| Wichterich Michael | Buy | Jun 4, 2026 | 1,000 | $93.36 |
| Kehr Catherine A | A | Jun 4, 2026 | 2,331 | $96.53 |
| Gallagher Matthew | A | Jun 4, 2026 | 2,331 | $96.53 |
| Teunissen Marcel | Buy | Jun 4, 2026 | 2,000 | $92.88 |
| Konar Shameek | A | Jun 4, 2026 | 2,331 | $96.53 |
| Steck Brian | A | Jun 4, 2026 | 2,746 | $96.53 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.2B | $12.1B |
| Operating Income | - | -$803.0M | $2.5B |
| Net Income | $2.4B | -$714.0M | $1.8B |
| Op. Margin | - | -19.0% | 20.4% |
| Net Margin | - | -16.9% | 15.0% |
| Balance Sheet | |||
| Total Assets | - | $27.9B | $28.3B |
| Equity | $10.7B | $17.6B | $18.6B |
| ROE | 22.5% | -4.1% | 9.8% |
| Per Share | |||
| EPS | $16.92 | $-4.55 | $7.57 |
| Cash Flow | |||
| Operating CF | - | $1.6B | $4.6B |
| CapEx | $1.8B | $1.6B | $2.7B |
Source: XBRL data in Expand Energy (EXE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EXE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 40 | $9.47B |
| Q1 2026 | 39 | $11.10B |
| Q4 2025 | 35 | $11.15B |
| Q3 2025 | 39 | $11.73B |
| Q2 2025 | 36 | $12.82B |
| Q1 2025 | 33 | $9.16B |
| Q4 2024 | 26 | $6.94B |
| Q3 2024 | 21 | $2.70B |
- AQR Capital Management+1.53M (+40%)
- D.E. Shaw & Co+1.29M (+184%)
- Invesco Ltd+1.14M (+23%)
- State Street Corp+1.12M (+8%)
- BlackRock+860.3K (+5%)
- BNY Mellon−1.57M (-35%)
- Millennium Management−899.0K (-54%)
- Citadel Advisors LLC−882.7K (-59%)
- Principal Financial Group−505.6K (-52%)
- Wells Fargo & Co−452.5K (-68%)
- Mangrove Partners−4.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 269 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EXE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Apr 28, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
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EXE SEC filings: frequently asked questions
Which institutions hold EXE stock?
As of June 30, 2026, the largest Expand Energy (EXE) holders among the 13F filers tracked by SignalX were BlackRock ($1.8 billion), Vanguard Capital Management LLC ($1.4 billion), State Street Corp ($1.4 billion), Vanguard Portfolio Management LLC ($1.1 billion), Invesco Ltd ($552.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EXE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Expand Energy (EXE) reported revenue of $12.1 billion (up 186.3% from FY2024) and net income of $1.8 billion. Diluted EPS was $7.57. The figures come from the XBRL data in the 10-K.
What are the main risks in EXE's latest 10-K?
In the 10-K filed February 18, 2026, Expand Energy (EXE) flagged: Key-person risk: Interim CEO appointed Feb 6, 2026, replacing Domenic J. Dell’Osso, Jr., who resigned from Board but remains external advisor. Liquidity strong with $4.1B available as of Dec 31, 2025, including $3.5B unused credit facility capacity under 2025 Credit Facility. (AI summary of the Risk Factors section.)
What did EXE report in its latest 8-K?
Expand Energy (EXE) filed an 8-K on September 17, 2026 reporting Item 8.01 (Other Events) and Item 1.01 (Entry into a Material Definitive Agreement). Legal opinions from Kirkland & Ellis and McAfee & Taft filed for the Notes Offering.
What are the latest EXE SEC filings?
Expand Energy (EXE) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on June 15, 2026.
What is EXE's SEC CIK number?
Expand Energy (EXE)'s SEC Central Index Key (CIK) is 895126. EDGAR lists every EXE filing under that number.
Ask anything about EXE
The research agent reads EXE's filings, financials, insider trades and 13F holders, then answers with sources.