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Covestor’s Excelerate Energy EE Stock Holding History

Covestor’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 		$1K Buy
25
+1
+4% +$34 ﹤0.01% 2122
2026
Q1 		$1K Sell
24
-24
-50% -$860 ﹤0.01% 2015
2025
Q4 		$1K Buy
48
+33
+220% +$893 ﹤0.01% 2035
2025
Q3 		$0 Buy
15
+4
+36% +$100 ﹤0.01% 2385
2025
Q2 		$0 Buy
11
+7
+175% +$196 ﹤0.01% 2325
2025
Q1 		$0 Hold
4
– – ﹤0.01% 2340
2024
Q4 		$0 Sell
4
-2
-33% -$54 ﹤0.01% 2343
2024
Q3 		$0 Sell
6
-28
-82% -$543 ﹤0.01% 2332
2024
Q2 		$1K Sell
34
-48
-59% -$825 ﹤0.01% 1977
2024
Q1 		$1K Buy
82
+30
+58% +$450 ﹤0.01% 1950
2023
Q4 		$1K Buy
52
+34
+189% +$547 ﹤0.01% 1948
2023
Q3 		$0 Buy
+18
New +$351 ﹤0.01% 2231
2023
Q1 		– Sell
-59
Closed -$1K – 2146
2022
Q4 		$1K Buy
+59
New +$1.55K ﹤0.01% 1856

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Covestor's EE Position: Q2 2026 in Review

Covestor increased its Excelerate Energy (EE) stake by 4.2% in Q2 2026, buying an estimated $34 and bringing the position to 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Covestor first reported a position in EE in Q4 2022 and has held it in 13 quarters since. 98 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Covestor held 25 shares of Excelerate Energy worth $1K as of Q2 2026.
  • Covestor bought 1 Excelerate Energy share in Q2 2026, an estimated $34.
  • Excelerate Energy made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2122 holding.
  • Covestor first reported a position in Excelerate Energy in Q4 2022 and has held it in 13 quarters since.
  • 98 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.