CIAS
EE icon

CBIZ Investment Advisory Services’s Excelerate Energy EE Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-801
Closed -$22.5K – 512
2025
Q4 		$22.5K Buy
+801
New +$21.7K ﹤0.01% 255

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 $4.34B AUM 17.52% 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
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CBIZ Investment Advisory Services's EE Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Excelerate Energy (EE) in Q1 2026, closing a stake of 801 shares — an estimated $22.5K sold.

CBIZ Investment Advisory Services first reported a position in EE in Q4 2025 and held it in 1 quarter. The position peaked at $22.5K in Q4 2025. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Excelerate Energy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 801 Excelerate Energy shares in Q1 2026, an estimated $22.5K.
  • CBIZ Investment Advisory Services first reported a position in Excelerate Energy in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Excelerate Energy position peaked at $22.5K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.