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Copeland Capital Management’s Excelerate Energy EE Stock Holding History

Copeland Capital Management’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 		$75M Buy
1,973,585
+388,967
+25% +$13.4M 1.54% 13
2026
Q1 		$53M Buy
1,584,618
+491,653
+45% +$17.6M 1.18% 31
2025
Q4 		$30.7M Buy
+1,092,965
New +$29.6M 0.68% 56

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
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
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Copeland Capital Management's EE Position: Q2 2026 in Review

Copeland Capital Management increased its Excelerate Energy (EE) stake by 25% in Q2 2026, buying an estimated $13.4M and bringing the position to 1,973,585 shares worth $75M. The position accounts for 1.54% of the portfolio, ranked #13.

Copeland Capital Management first reported a position in EE in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Copeland Capital Management held 1,973,585 shares of Excelerate Energy worth $75M as of Q2 2026.
  • Copeland Capital Management bought 388,967 Excelerate Energy shares in Q2 2026, an estimated $13.4M.
  • Excelerate Energy made up 1.54% of Copeland Capital Management's portfolio in Q2 2026, its #13 holding.
  • Copeland Capital Management first reported a position in Excelerate Energy in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.