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CoreCap Advisors’s Excelerate Energy EE Stock Holding History

CoreCap 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
Q2 		$1.94K Buy
+51
New +$1.76K ﹤0.01% 2546
2025
Q2 		– Sell
-11
Closed -$315 – 2909
2025
Q1 		$315 Sell
11
-8
-42% -$239 ﹤0.01% 2797
2024
Q4 		$575 Buy
19
+8
+73% +$217 ﹤0.01% 2470
2024
Q3 		$242 Buy
+11
New +$213 ﹤0.01% 2474

Other funds holding EE

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return