BOK Financial’s Excelerate Energy EE Stock Holding History

BOK Financial’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	$66.8K	Hold	2,000	–	–	﹤0.01%	796
2025 Q4	$56.1K	Hold	2,000	–	–	﹤0.01%	830
2025 Q3	$50.4K	Hold	2,000	–	–	﹤0.01%	842
2025 Q2	$58.6K	Hold	2,000	–	–	﹤0.01%	809
2025 Q1	$57.4K	Sell	2,000 -700	-26%	-$20.9K	﹤0.01%	814
2024 Q4	$80.3K	Hold	2,700	–	–	﹤0.01%	766
2024 Q3	$63.1K	Sell	2,700 -10,000	-79%	-$194K	﹤0.01%	796
2024 Q2	$234K	Hold	12,700	–	–	﹤0.01%	742
2024 Q1	$201K	Buy	12,700 +700	+6%	+$10.5K	﹤0.01%	717
2023 Q4	$186K	Hold	12,000	–	–	﹤0.01%	670
2023 Q3	$171K	Buy	12,000 +10,000	+500%	+$195K	﹤0.01%	652
2023 Q2	$40.7K	Sell	2,000 -8,000	-80%	-$167K	﹤0.01%	819
2023 Q1	$221K	Buy	+10,000	New	+$222K	﹤0.01%	658

Other funds holding EE

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BOK Financial's EE Position: Q1 2026 in Review

BOK Financial held its Excelerate Energy (EE) position steady in Q1 2026 at 2,000 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

BOK Financial first reported a position in EE in Q1 2023 and has held it in 13 quarters since. The position peaked at $234K in Q2 2024. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

BOK Financial held 2,000 shares of Excelerate Energy worth $66.8K as of Q1 2026.
BOK Financial left its Excelerate Energy share count unchanged in Q1 2026.
Excelerate Energy made up ﹤0.01% of BOK Financial's portfolio in Q1 2026, its #796 holding.
BOK Financial first reported a position in Excelerate Energy in Q1 2023 and has held it in 13 quarters since.
BOK Financial's Excelerate Energy position peaked at $234K in Q2 2024.
219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.