Amalgamated Bank’s Excelerate Energy EE Stock Holding History

Amalgamated Bank’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	–	Sell	-748	Closed	-$21K	–	1981
2025 Q4	$21K	Buy	748 +104	+16%	+$2.81K	﹤0.01%	2085
2025 Q3	$16K	Hold	644	–	–	﹤0.01%	2231
2025 Q2	$19K	Hold	644	–	–	﹤0.01%	2128
2025 Q1	$18K	Hold	644	–	–	﹤0.01%	2090
2024 Q4	$19K	Hold	644	–	–	﹤0.01%	2127
2024 Q3	$14K	Hold	644	–	–	﹤0.01%	2279
2024 Q2	$12K	Hold	644	–	–	﹤0.01%	2339
2024 Q1	$10K	Sell	644 -1,736	-73%	-$26K	﹤0.01%	2432
2023 Q4	$37K	Sell	2,380 -192	-7%	-$3.09K	﹤0.01%	2372
2023 Q3	$44K	Hold	2,572	–	–	﹤0.01%	2304
2023 Q2	$52K	Buy	2,572 +652	+34%	+$13.6K	﹤0.01%	2301
2023 Q1	$43K	Sell	1,920 -430	-18%	-$9.56K	﹤0.01%	2358
2022 Q4	$59K	Hold	2,350	–	–	﹤0.01%	2349
2022 Q3	$55K	Hold	2,350	–	–	﹤0.01%	2413
2022 Q2	$47K	Buy	+2,350	New	+$59.6K	﹤0.01%	2516

Other funds holding EE

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Amalgamated Bank's EE Position: Q1 2026 in Review

Amalgamated Bank sold out of Excelerate Energy (EE) in Q1 2026, closing a stake of 748 shares — an estimated $21K sold.

Amalgamated Bank first reported a position in EE in Q2 2022 and held it in 15 quarters. The position peaked at $59K in Q4 2022. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

Amalgamated Bank reported no remaining Excelerate Energy position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 748 Excelerate Energy shares in Q1 2026, an estimated $21K.
Amalgamated Bank first reported a position in Excelerate Energy in Q2 2022 and held it in 15 quarters.
Amalgamated Bank's Excelerate Energy position peaked at $59K in Q4 2022.
219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.