Centerpoint Advisors
EE icon

Centerpoint Advisors’s Excelerate Energy EE Stock Holding History

Centerpoint 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
Q3 		– Sell
-640
Closed -$24K – 396
2026
Q2 		$24K Buy
640
+242
+61% +$8.34K 0.01% 237
2026
Q1 		$13K Buy
+398
New +$14.3K ﹤0.01% 297

Other funds holding EE

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Centerpoint Advisors's EE Position: Q3 2026 in Review

Centerpoint Advisors sold out of Excelerate Energy (EE) in Q3 2026, closing a stake of 640 shares — an estimated $24K sold.

Centerpoint Advisors first reported a position in EE in Q1 2026 and held it in 2 quarters. The position peaked at $24K in Q2 2026. 53 funds tracked by Wall St. Rank hold EE as of Q3 2026.

  • Centerpoint Advisors reported no remaining Excelerate Energy position as of Q3 2026 after selling out during the quarter.
  • Centerpoint Advisors sold 640 Excelerate Energy shares in Q3 2026, an estimated $24K.
  • Centerpoint Advisors first reported a position in Excelerate Energy in Q1 2026 and held it in 2 quarters.
  • Centerpoint Advisors's Excelerate Energy position peaked at $24K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.