Capital Advisors Ltd
EE icon

Capital Advisors Ltd’s Excelerate Energy EE Stock Holding History

Capital Advisors Ltd’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
Q3 		$1K Hold
21
– – ﹤0.01% 1333
2026
Q2 		$1K Hold
21
– – ﹤0.01% 1212
2026
Q1 		$1K Hold
21
– – ﹤0.01% 1193
2025
Q4 		$1K Hold
21
– – ﹤0.01% 1173
2025
Q3 		$1K Hold
21
– – ﹤0.01% 1176
2025
Q2 		$1K Hold
21
– – ﹤0.01% 1174
2025
Q1 		$1K Hold
21
– – ﹤0.01% 1157
2024
Q4 		$1K Hold
21
– – ﹤0.01% 1182
2024
Q3 		$0 Hold
21
– – ﹤0.01% 1438
2024
Q2 		$0 Hold
21
– – ﹤0.01% 1449
2024
Q1 		$0 Buy
+21
New +$315 ﹤0.01% 1402

Other funds holding EE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Advisors Ltd's EE Position: Q3 2026 in Review

Capital Advisors Ltd held its Excelerate Energy (EE) position steady in Q3 2026 at 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Capital Advisors Ltd first reported a position in EE in Q1 2024 and has held it in 11 quarters since. 148 funds tracked by Wall St. Rank hold EE as of Q3 2026.

  • Capital Advisors Ltd held 21 shares of Excelerate Energy worth $1K as of Q3 2026.
  • Capital Advisors Ltd left its Excelerate Energy share count unchanged in Q3 2026.
  • Excelerate Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1333 holding.
  • Capital Advisors Ltd first reported a position in Excelerate Energy in Q1 2024 and has held it in 11 quarters since.
  • 148 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.