Capstone Investment Advisors
EE icon

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
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 $883M AUM 21.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capstone Investment Advisors's EE Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Excelerate Energy (EE) stake by 33% in Q1 2026, selling an estimated $127K and leaving 7,329 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Capstone Investment Advisors first reported a position in EE in Q1 2023 and has held it in 4 quarters since. The position peaked at $956K in Q1 2023. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Capstone Investment Advisors held 7,329 shares of Excelerate Energy worth $245K as of Q1 2026.
  • Capstone Investment Advisors sold 3,542 Excelerate Energy shares in Q1 2026, an estimated $127K.
  • Excelerate Energy made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1447 holding.
  • Capstone Investment Advisors first reported a position in Excelerate Energy in Q1 2023 and has held it in 4 quarters since.
  • Capstone Investment Advisors's Excelerate Energy position peaked at $956K in Q1 2023.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.