Capstone Investment Advisors
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Capstone Investment Advisors’s Excelerate Energy EE Stock Holding History

Capstone Investment Advisors’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 		– Sell
-7,329
Closed -$245K – 1726
2026
Q1 		$245K Sell
7,329
-3,542
-33% -$127K ﹤0.01% 1447
2025
Q4 		$305K Sell
10,871
-7,385
-40% -$200K ﹤0.01% 1340
2025
Q3 		$460K Buy
+18,256
New +$456K ﹤0.01% 1433
2023
Q2 		– Sell
-43,167
Closed -$956K – 1857
2023
Q1 		$956K Buy
+43,167
New +$959K ﹤0.01% 812

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

Capstone Investment Advisors's EE Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Excelerate Energy (EE) in Q2 2026, closing a stake of 7,329 shares — an estimated $245K sold.

Capstone Investment Advisors first reported a position in EE in Q1 2023 and held it in 4 quarters. The position peaked at $956K in Q1 2023. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Excelerate Energy position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,329 Excelerate Energy shares in Q2 2026, an estimated $245K.
  • Capstone Investment Advisors first reported a position in Excelerate Energy in Q1 2023 and held it in 4 quarters.
  • Capstone Investment Advisors's Excelerate Energy position peaked at $956K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.