C.M. Bidwell & Associates’s Excelerate Energy EE Stock Holding History

C.M. Bidwell & 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
2025 Q2	–	Sell	-20	Closed	-$574	–	467
2025 Q1	$574	Hold	20	–	–	﹤0.01%	406
2024 Q4	$605	Buy	+20	New	+$542	﹤0.01%	449
2024 Q3	–	Sell	-29	Closed	-$535	–	521
2024 Q2	$535	Hold	29	–	–	﹤0.01%	437
2024 Q1	$465	Sell	29 -142	-83%	-$2.13K	﹤0.01%	449
2023 Q4	$2.64K	Buy	+171	New	+$2.75K	﹤0.01%	411

Other funds holding EE

GKFF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

C.M. Bidwell & Associates's EE Position: Q2 2025 in Review

C.M. Bidwell & Associates sold out of Excelerate Energy (EE) in Q2 2025, closing a stake of 20 shares — an estimated $574 sold.

C.M. Bidwell & Associates first reported a position in EE in Q4 2023 and held it in 5 quarters. The position peaked at $2.64K in Q4 2023. 199 funds tracked by Wall St. Rank hold EE as of Q2 2025.

C.M. Bidwell & Associates reported no remaining Excelerate Energy position as of Q2 2025 after selling out during the quarter.
C.M. Bidwell & Associates sold 20 Excelerate Energy shares in Q2 2025, an estimated $574.
C.M. Bidwell & Associates first reported a position in Excelerate Energy in Q4 2023 and held it in 5 quarters.
C.M. Bidwell & Associates's Excelerate Energy position peaked at $2.64K in Q4 2023.
199 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2025, filed 14 Aug 2025.