Cetera Investment Advisers
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Cetera Investment Advisers’s Excelerate Energy EE Stock Holding History

Cetera Investment Advisers’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 		$525K Buy
13,831
+1,680
+14% +$57.9K ﹤0.01% 3654
2026
Q1 		$406K Sell
12,151
-814
-6% -$29.2K ﹤0.01% 3705
2025
Q4 		$364K Buy
+12,965
New +$351K ﹤0.01% 3721

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

Cetera Investment Advisers's EE Position: Q2 2026 in Review

Cetera Investment Advisers increased its Excelerate Energy (EE) stake by 14% in Q2 2026, buying an estimated $57.9K and bringing the position to 13,831 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

Cetera Investment Advisers first reported a position in EE in Q4 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Cetera Investment Advisers held 13,831 shares of Excelerate Energy worth $525K as of Q2 2026.
  • Cetera Investment Advisers bought 1,680 Excelerate Energy shares in Q2 2026, an estimated $57.9K.
  • Excelerate Energy made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3654 holding.
  • Cetera Investment Advisers first reported a position in Excelerate Energy in Q4 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.