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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
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 $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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
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

Advisory Services Network's EE Position: Q1 2026 in Review

Advisory Services Network opened a new position in Excelerate Energy (EE) in Q1 2026: 710 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #3098 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in EE as recently as Q3 2025.

Advisory Services Network first reported a position in EE in Q4 2022 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Advisory Services Network held 710 shares of Excelerate Energy worth $23.7K as of Q1 2026.
  • Excelerate Energy was a new Advisory Services Network position in Q1 2026.
  • Excelerate Energy made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3098 holding.
  • Advisory Services Network first reported a position in Excelerate Energy in Q4 2022 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.