Bank of America
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Bank of America’s Excelerate Energy EE Stock Holding History

Bank of America’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 		$5.02M Buy
150,160
+10,541
+8% +$378K ﹤0.01% 3466
2025
Q4 		$3.92M Buy
139,619
+129,032
+1,219% +$3.49M ﹤0.01% 3576
2025
Q3 		$267K Sell
10,587
-103,974
-91% -$2.6M ﹤0.01% 6141
2025
Q2 		$3.36M Sell
114,561
-6,480
-5% -$182K ﹤0.01% 4292
2025
Q1 		$3.47M Buy
121,041
+77,500
+178% +$2.32M ﹤0.01% 4181
2024
Q4 		$1.32M Sell
43,541
-9,640
-18% -$261K ﹤0.01% 4797
2024
Q3 		$1.17M Buy
53,181
+1,435
+3% +$27.8K ﹤0.01% 4953
2024
Q2 		$954K Buy
51,746
+978
+2% +$16.8K ﹤0.01% 4933
2024
Q1 		$813K Buy
50,768
+24,627
+94% +$369K ﹤0.01% 5060
2023
Q4 		$404K Buy
26,141
+3,457
+15% +$55.6K ﹤0.01% 5639
2023
Q3 		$387K Buy
22,684
+1,553
+7% +$30.3K ﹤0.01% 5498
2023
Q2 		$430K Sell
21,131
-11,606
-35% -$242K ﹤0.01% 5375
2023
Q1 		$725K Buy
32,737
+607
+2% +$13.5K ﹤0.01% 5122
2022
Q4 		$805K Sell
32,130
-3,691
-10% -$96.9K ﹤0.01% 5019
2022
Q3 		$838K Buy
35,821
+18,059
+102% +$428K ﹤0.01% 5009
2022
Q2 		$354K Buy
+17,762
New +$451K ﹤0.01% 5678

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

Bank of America's EE Position: Q1 2026 in Review

Bank of America increased its Excelerate Energy (EE) stake by 7.5% in Q1 2026, buying an estimated $378K and bringing the position to 150,160 shares worth $5.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3466.

Bank of America first reported a position in EE in Q2 2022 and has held it in 16 quarters since. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Bank of America held 150,160 shares of Excelerate Energy worth $5.02M as of Q1 2026.
  • Bank of America bought 10,541 Excelerate Energy shares in Q1 2026, an estimated $378K.
  • Excelerate Energy made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3466 holding.
  • Bank of America first reported a position in Excelerate Energy in Q2 2022 and has held it in 16 quarters since.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.