Abacus Planning Group’s Excelerate Energy EE Stock Holding History

Abacus Planning Group’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 Q1	$702K	Hold	21,000	–	–	0.09%	112
2025 Q4	$589K	Hold	21,000	–	–	0.08%	115
2025 Q3	$529K	Hold	21,000	–	–	0.07%	124
2025 Q2	$616K	Hold	21,000	–	–	0.09%	109
2025 Q1	$602K	Hold	21,000	–	–	0.11%	98
2024 Q4	$635K	Hold	21,000	–	–	0.11%	94
2024 Q3	$462K	Sell	21,000 -5,500	-21%	-$107K	0.08%	118
2024 Q2	$489K	Sell	26,500 -5,000	-16%	-$85.9K	0.09%	109
2024 Q1	$505K	Hold	31,500	–	–	0.1%	104
2023 Q4	$487K	Hold	31,500	–	–	0.1%	106
2023 Q3	$537K	Hold	31,500	–	–	0.13%	97
2023 Q2	$640K	Hold	31,500	–	–	0.15%	90
2023 Q1	$697K	Hold	31,500	–	–	0.18%	85
2022 Q4	$789K	Buy	+31,500	New	+$827K	0.22%	71

Other funds holding EE

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return