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Bard Associates’s Excelerate Energy EE Stock Holding History

Bard Associates’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 		$9.5K Hold
250
– – ﹤0.01% 231
2026
Q1 		$8.36K Hold
250
– – ﹤0.01% 218
2025
Q4 		$7.01K Buy
+250
New +$6.76K ﹤0.01% 216

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

Bard Associates's EE Position: Q2 2026 in Review

Bard Associates held its Excelerate Energy (EE) position steady in Q2 2026 at 250 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Bard Associates first reported a position in EE in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Bard Associates held 250 shares of Excelerate Energy worth $9.5K as of Q2 2026.
  • Bard Associates left its Excelerate Energy share count unchanged in Q2 2026.
  • Excelerate Energy made up ﹤0.01% of Bard Associates's portfolio in Q2 2026, its #231 holding.
  • Bard Associates first reported a position in Excelerate Energy in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.