AF
EE icon

Allworth Financial’s Excelerate Energy EE Stock Holding History

Allworth Financial’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 		$2.66K Buy
70
+23
+49% +$792 ﹤0.01% 4394
2026
Q1 		$1.57K Buy
47
+21
+81% +$753 ﹤0.01% 4425
2025
Q4 		$730 Buy
26
+18
+225% +$487 ﹤0.01% 4448
2025
Q3 		$202 Sell
8
-119
-94% -$2.97K ﹤0.01% 4600
2025
Q2 		$3.72K Buy
127
+5
+4% +$140 ﹤0.01% 3428
2025
Q1 		$3.24K Buy
+122
New +$3.65K ﹤0.01% 3007

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
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
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
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

Allworth Financial's EE Position: Q2 2026 in Review

Allworth Financial increased its Excelerate Energy (EE) stake by 49% in Q2 2026, buying an estimated $792 and bringing the position to 70 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #4394.

Allworth Financial first reported a position in EE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.72K in Q2 2025. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Allworth Financial held 70 shares of Excelerate Energy worth $2.66K as of Q2 2026.
  • Allworth Financial bought 23 Excelerate Energy shares in Q2 2026, an estimated $792.
  • Excelerate Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4394 holding.
  • Allworth Financial first reported a position in Excelerate Energy in Q1 2025 and has held it in 6 quarters since.
  • Allworth Financial's Excelerate Energy position peaked at $3.72K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.