Advisory Services Network’s Excelerate Energy EE Stock Holding History

Advisory Services Network’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	–	Sell	-710	Closed	-$23.7K	–	2858
2026 Q1	$23.7K	Buy	+710	New	+$25.5K	﹤0.01%	3098
2025 Q4	–	Sell	-9	Closed	-$227	–	2492
2025 Q3	$227	Buy	+9	New	+$225	﹤0.01%	4192
2023 Q2	–	Sell	-975	Closed	-$21.6K	–	2042
2023 Q1	$21.6K	Buy	975 +75	+8%	+$1.67K	﹤0.01%	2493
2022 Q4	$22.5K	Buy	+900	New	+$23.6K	﹤0.01%	2400

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

Advisory Services Network's EE Position: Q2 2026 in Review

Advisory Services Network sold out of Excelerate Energy (EE) in Q2 2026, closing a stake of 710 shares — an estimated $23.7K sold.

Advisory Services Network first reported a position in EE in Q4 2022 and held it in 4 quarters. The position peaked at $23.7K in Q1 2026. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Advisory Services Network reported no remaining Excelerate Energy position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 710 Excelerate Energy shares in Q2 2026, an estimated $23.7K.
Advisory Services Network first reported a position in Excelerate Energy in Q4 2022 and held it in 4 quarters.
Advisory Services Network's Excelerate Energy position peaked at $23.7K in Q1 2026.
222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.