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 Q2	$798K	Hold	21,000	–	–	0.1%	107
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

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Abacus Planning Group's EE Position: Q2 2026 in Review

Abacus Planning Group held its Excelerate Energy (EE) position steady in Q2 2026 at 21,000 shares worth $798K. The position accounts for 0.1% of the portfolio, ranked #107.

Abacus Planning Group first reported a position in EE in Q4 2022 and has held it in 15 quarters since. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Abacus Planning Group held 21,000 shares of Excelerate Energy worth $798K as of Q2 2026.
Abacus Planning Group left its Excelerate Energy share count unchanged in Q2 2026.
Excelerate Energy made up 0.1% of Abacus Planning Group's portfolio in Q2 2026, its #107 holding.
Abacus Planning Group first reported a position in Excelerate Energy in Q4 2022 and has held it in 15 quarters since.
221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.