CPG
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Cornerstone Planning Group’s Excelerate Energy EE Stock Holding History

Cornerstone Planning Group’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 		$22.6K Hold
571
– – ﹤0.01% 638
2026
Q1 		$20.3K Buy
571
+109
+24% +$3.91K ﹤0.01% 661
2025
Q4 		$16.8K Buy
462
+374
+425% +$10.1K ﹤0.01% 630
2025
Q3 		$2.29K Buy
+88
New +$2.2K ﹤0.01% 1134

Other funds holding EE

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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Planning Group's EE Position: Q2 2026 in Review

Cornerstone Planning Group held its Excelerate Energy (EE) position steady in Q2 2026 at 571 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Cornerstone Planning Group first reported a position in EE in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Cornerstone Planning Group held 571 shares of Excelerate Energy worth $22.6K as of Q2 2026.
  • Cornerstone Planning Group left its Excelerate Energy share count unchanged in Q2 2026.
  • Excelerate Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #638 holding.
  • Cornerstone Planning Group first reported a position in Excelerate Energy in Q3 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.