Aventail Capital Group’s Excelerate Energy EE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100,000
| Closed | -$3.03M | – | 134 |
|
|
2024
Q4 | $3.03M | Sell |
100,000
-45,861
| -31% | -$1.39M | 0.16% | 90 |
|
|
2024
Q3 | $3.21M | Buy |
+145,861
| New | +$3.21M | 0.19% | 66 |
|
|
2023
Q1 | – | Sell |
-117,756
| Closed | -$2.95M | – | 55 |
|
|
2022
Q4 | $2.95M | Buy |
+117,756
| New | +$2.95M | 0.35% | 35 |
|