BFS
EE icon

Bare Financial Services’s Excelerate Energy EE Stock Holding History

Bare Financial Services’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 		$456 Hold
12
– – ﹤0.01% 1731
2026
Q1 		$401 Buy
+12
New +$430 ﹤0.01% 1657

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

Bare Financial Services's EE Position: Q2 2026 in Review

Bare Financial Services held its Excelerate Energy (EE) position steady in Q2 2026 at 12 shares worth $456. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Bare Financial Services first reported a position in EE in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Bare Financial Services held 12 shares of Excelerate Energy worth $456 as of Q2 2026.
  • Bare Financial Services left its Excelerate Energy share count unchanged in Q2 2026.
  • Excelerate Energy made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1731 holding.
  • Bare Financial Services first reported a position in Excelerate Energy in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.