Superior Planning, LLC’s Excelerate Energy EE Stock Holding History

Superior Planning, LLC’s Portfolio EE Stock Details EE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.51K	Buy	+265	New	+$10K	﹤0.01%	986

Other funds holding EE

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's EE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Excelerate Energy (EE) in Q3 2026: 265 shares worth $8.51K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings.

119 funds tracked by Wall St. Rank hold EE as of Q3 2026.

Superior Planning, LLC held 265 shares of Excelerate Energy worth $8.51K as of Q3 2026.
Excelerate Energy was a new Superior Planning, LLC position in Q3 2026.
Excelerate Energy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #986 holding.
119 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.