Expion Energy, Inc. (XPON) — Institutional Holders, Q2 2026
15 institutional investment managers reported a XPON position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $316.0K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
XPON in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- KMT WEALTH MANAGEMENTNew · +152,152 sh+$68.5K
- Kingsbury Capital Investment AdvisorsAdded · +121,692 sh+$54.8K
- VANGUARD CAPITAL MANAGEMENTAdded · +96,776 sh+$43.5K
- Ground Swell CapitalNew · +43,650 sh+$19.6K
- CITADEL ADVISORSNew · +33,057 sh+$14.9K
Biggest sellers
- GEODE CAPITAL MANAGEMENTTrimmed · -86,999 sh-$39.1K
- Virtu FinancialSold out · -23,117 sh-$10.4K
- UBS Group AGTrimmed · -4,009 sh-$1.8K
- StoneX GroupTrimmed · -2,528 sh-$1.1K
- Copia Wealth ManagementSold out · -5 sh-$2.00
XPON 13F holders ranked 1–15 of 15
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Kingsbury Capital Investment Advisors#1 · 152,152 sh | 152,152 | $68.5K | — | +399.5% |
| 2 | KMT WEALTH MANAGEMENT#2 · 152,152 sh | 152,152 | $68.5K | 0.06% | New |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 128,356 sh | 128,356 | $57.8K | 0.00% | +306.4% |
| 4 | GEODE CAPITAL MANAGEMENT#4 · 75,053 sh | 75,053 | $33.8K | 0.00% | -53.7% |
| 5 | VANGUARD FIDUCIARY#5 · 53,368 sh | 53,368 | $24.0K | 0.00% | 0.0% |
| 6 | Ground Swell Capital#6 · 43,650 sh | 43,650 | $19.6K | 0.02% | New |
| 7 | CITADEL ADVISORS#7 · 33,057 sh | 33,057 | $14.9K | 0.00% | New |
| 8 | XTX Topco Ltd#8 · 19,123 sh | 19,123 | $8.6K | <0.01% | New |
| 9 | StoneX Group#9 · 14,944 sh | 14,944 | $7.2K | <0.01% | -14.5% |
| 10 | NORTHERN#10 · 11,876 sh | 11,876 | $5.3K | 0.00% | New |
| 11 | UBS Group AG#11 · 8,764 sh | 8,764 | $3.9K | 0.00% | -31.4% |
| 12 | Tower Research Capital (TRC)#12 · 5,694 sh | 5,694 | $2.6K | <0.01% | 0.0% |
| 13 | CITIGROUP#13 · 3,033 sh | 3,033 | $1.4K | 0.00% | New |
| 14 | SBI Securities , Ltd.#14 · 7 sh | 7 | $3.00 | — | +75.0% |
| 15 | Copia Wealth Management#15 · 5 sh | 5 | $2.00 | 0.00% | 0.0% |
Funds that sold out of XPON in Q2 2026 (2)
Held XPON at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Virtu Financial23,117 sh | 23,117 | $13.0K |
| Copia Wealth Management5 sh | 5 | $3.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.