Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Excelerate Energy EE Stock Holding History

Carson Wealth (CWM LLC)’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 		$36.2K Buy
1,083
+321
+42% +$11.5K ﹤0.01% 4030
2025
Q4 		$21K Buy
762
+436
+134% +$11.8K ﹤0.01% 4139
2025
Q3 		$8K Sell
326
-24
-7% -$599 ﹤0.01% 4555
2025
Q2 		$10K Buy
350
+60
+21% +$1.68K ﹤0.01% 4284
2025
Q1 		$8K Buy
290
+53
+22% +$1.58K ﹤0.01% 4207
2024
Q4 		$7K Buy
237
+104
+78% +$2.82K ﹤0.01% 4037
2024
Q3 		$3K Buy
133
+89
+202% +$1.73K ﹤0.01% 4262
2024
Q2 		$1K Buy
44
+35
+389% +$601 ﹤0.01% 4366
2024
Q1 		$0 Buy
9
+1
+13% +$15 ﹤0.01% 4416
2023
Q4 		$0 Buy
8
+7
+700% +$113 ﹤0.01% 4227
2023
Q3 		$0 Sell
1
-46
-98% -$898 ﹤0.01% 4256
2023
Q2 		$1K Hold
47
– – ﹤0.01% 3947
2023
Q1 		$1K Hold
47
– – ﹤0.01% 3813
2022
Q4 		$1K Sell
47
-3,287
-99% -$86.3K ﹤0.01% 3732
2022
Q3 		$78K Buy
3,334
+3,324
+33,240% +$78.8K ﹤0.01% 1449
2022
Q2 		$0 Buy
+10
New +$254 ﹤0.01% 3864

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 $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

Carson Wealth (CWM LLC)'s EE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Excelerate Energy (EE) stake by 42% in Q1 2026, buying an estimated $11.5K and bringing the position to 1,083 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4030.

Carson Wealth (CWM LLC) first reported a position in EE in Q2 2022 and has held it in 16 quarters since. The position peaked at $78K in Q3 2022. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,083 shares of Excelerate Energy worth $36.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 321 Excelerate Energy shares in Q1 2026, an estimated $11.5K.
  • Excelerate Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4030 holding.
  • Carson Wealth (CWM LLC) first reported a position in Excelerate Energy in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Excelerate Energy position peaked at $78K in Q3 2022.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.