Action Point Financial Planning’s Excelerate Energy EE Stock Holding History

Action Point Financial Planning’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	$76	Buy	+2	New	+$69	﹤0.01%	2741

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

Action Point Financial Planning's EE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Excelerate Energy (EE) in Q2 2026: 2 shares worth $76. The stake represents ﹤0.01% of the portfolio and ranks #2741 among its holdings.

221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Action Point Financial Planning held 2 shares of Excelerate Energy worth $76 as of Q2 2026.
Excelerate Energy was a new Action Point Financial Planning position in Q2 2026.
Excelerate Energy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2741 holding.
221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.