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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
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

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

Capital Advisors Ltd's EE Position: Q2 2026 in Review

Capital Advisors Ltd held its Excelerate Energy (EE) position steady in Q2 2026 at 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Capital Advisors Ltd first reported a position in EE in Q1 2024 and has held it in 10 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Capital Advisors Ltd held 21 shares of Excelerate Energy worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Excelerate Energy share count unchanged in Q2 2026.
  • Excelerate Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1212 holding.
  • Capital Advisors Ltd first reported a position in Excelerate Energy in Q1 2024 and has held it in 10 quarters since.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.