Citigroup
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Citigroup’s Excelerate Energy EE Stock Holding History

Citigroup’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 		$964K Sell
29,993
-19,861
-40% -$748K ﹤0.01% 3352
2026
Q2 		$1.89M Sell
49,854
-13,354
-21% -$460K ﹤0.01% 2975
2026
Q1 		$2.11M Buy
63,208
+25,282
+67% +$906K ﹤0.01% 2633
2025
Q4 		$1.06M Sell
37,926
-77,690
-67% -$2.1M ﹤0.01% 3103
2025
Q3 		$2.91M Sell
115,616
-48,690
-30% -$1.22M ﹤0.01% 2369
2025
Q2 		$4.82M Buy
164,306
+147,595
+883% +$4.14M ﹤0.01% 1922
2025
Q1 		$479K Buy
16,711
+2,629
+19% +$78.6K ﹤0.01% 3707
2024
Q4 		$426K Buy
14,082
+1,614
+13% +$43.7K ﹤0.01% 3942
2024
Q3 		$274K Buy
12,468
+8,552
+218% +$166K ﹤0.01% 4129
2024
Q2 		$72.2K Buy
3,916
+840
+27% +$14.4K ﹤0.01% 4377
2024
Q1 		$49.3K Buy
3,076
+513
+20% +$7.69K ﹤0.01% 4629
2023
Q4 		$39.6K Buy
2,563
+2,521
+6,002% +$40.5K ﹤0.01% 4647
2023
Q3 		$716 Sell
42
-5,814
-99% -$114K ﹤0.01% 5150
2023
Q2 		$119K Buy
5,856
+5,068
+643% +$106K ﹤0.01% 4158
2023
Q1 		$17.4K Sell
788
-172
-18% -$3.82K ﹤0.01% 4555
2022
Q4 		$24K Sell
960
-10,185
-91% -$267K ﹤0.01% 4523
2022
Q3 		$261K Buy
11,145
+8,949
+408% +$212K ﹤0.01% 3641
2022
Q2 		$44K Buy
+2,196
New +$55.7K ﹤0.01% 4587

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Citigroup's EE Position: Q3 2026 in Review

Citigroup reduced its Excelerate Energy (EE) stake by 40% in Q3 2026, selling an estimated $748K and leaving 29,993 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #3352.

Citigroup first reported a position in EE in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.82M in Q2 2025. 46 funds tracked by Wall St. Rank hold EE as of Q3 2026.

  • Citigroup held 29,993 shares of Excelerate Energy worth $964K as of Q3 2026.
  • Citigroup sold 19,861 Excelerate Energy shares in Q3 2026, an estimated $748K.
  • Excelerate Energy made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #3352 holding.
  • Citigroup first reported a position in Excelerate Energy in Q2 2022 and has held it in 18 quarters since.
  • Citigroup's Excelerate Energy position peaked at $4.82M in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.