B
EE icon

Bailard’s Excelerate Energy EE Stock Holding History

Bailard’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 		$802K Sell
24,000
-1,500
-6% -$53.8K 0.02% 378
2025
Q4 		$715K Hold
25,500
– – 0.02% 396
2025
Q3 		$642K Buy
25,500
+400
+2% +$9.99K 0.01% 437
2025
Q2 		$736K Hold
25,100
– – 0.02% 388
2025
Q1 		$720K Buy
25,100
+3,000
+14% +$89.7K 0.02% 368
2024
Q4 		$669K Buy
22,100
+3,000
+16% +$81.2K 0.02% 399
2024
Q3 		$420K Buy
19,100
+3,000
+19% +$58.1K 0.01% 499
2024
Q2 		$297K Buy
+16,100
New +$277K 0.01% 555
2023
Q3 		– Sell
-17,367
Closed -$353K – 725
2023
Q2 		$353K Buy
+17,367
New +$363K 0.01% 466

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 $5.7T 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