BTI
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Blue Trust Inc’s Excelerate Energy EE Stock Holding History

Blue Trust Inc’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 		– Sell
-12
Closed -$401 – 2514
2026
Q1 		$401 Buy
+12
New +$430 ﹤0.01% 2365
2023
Q1 		– Sell
-14
Closed – – 2393
2022
Q4 		$0 Buy
+14
New +$367 ﹤0.01% 2299

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

Blue Trust Inc's EE Position: Q2 2026 in Review

Blue Trust Inc sold out of Excelerate Energy (EE) in Q2 2026, closing a stake of 12 shares — an estimated $401 sold.

Blue Trust Inc first reported a position in EE in Q4 2022 and held it in 2 quarters. The position peaked at $401 in Q1 2026. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Blue Trust Inc reported no remaining Excelerate Energy position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 12 Excelerate Energy shares in Q2 2026, an estimated $401.
  • Blue Trust Inc first reported a position in Excelerate Energy in Q4 2022 and held it in 2 quarters.
  • Blue Trust Inc's Excelerate Energy position peaked at $401 in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.