Cadence Bank’s Excelerate Energy EE Stock Holding History

Cadence Bank’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 Q4	$842K	Hold	30,000	–	–	0.05%	183
2025 Q3	$756K	Hold	30,000	–	–	0.05%	197
2025 Q2	$880K	Hold	30,000	–	–	0.06%	181
2025 Q1	$860K	Hold	30,000	–	–	0.06%	169
2024 Q4	$908K	Hold	30,000	–	–	0.06%	171
2024 Q3	$660K	Hold	30,000	–	–	0.05%	198
2024 Q2	$553K	Hold	30,000	–	–	0.04%	181
2024 Q1	$481K	Hold	30,000	–	–	0.04%	228
2023 Q4	$464K	Hold	30,000	–	–	0.04%	227
2023 Q3	$511K	Hold	30,000	–	–	0.05%	211
2023 Q2	$610K	Hold	30,000	–	–	0.05%	201
2023 Q1	$664K	Hold	30,000	–	–	0.06%	191
2022 Q4	$752K	Hold	30,000	–	–	0.07%	180
2022 Q3	$702K	Buy	+30,000	New	+$711K	0.07%	172

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

TCM

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Cadence Bank's EE Position: Q4 2025 in Review

Cadence Bank held its Excelerate Energy (EE) position steady in Q4 2025 at 30,000 shares worth $842K. The position accounts for 0.05% of the portfolio, ranked #183.

Cadence Bank first reported a position in EE in Q3 2022 and has held it in 14 quarters since. The position peaked at $908K in Q4 2024. 190 funds tracked by Wall St. Rank hold EE as of Q4 2025.

Cadence Bank held 30,000 shares of Excelerate Energy worth $842K as of Q4 2025.
Cadence Bank left its Excelerate Energy share count unchanged in Q4 2025.
Excelerate Energy made up 0.05% of Cadence Bank's portfolio in Q4 2025, its #183 holding.
Cadence Bank first reported a position in Excelerate Energy in Q3 2022 and has held it in 14 quarters since.
Cadence Bank's Excelerate Energy position peaked at $908K in Q4 2024.
190 funds tracked by Wall St. Rank held Excelerate Energy as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.