Dimensional Fund Advisors’s Excelerate Energy EE Stock Holding History

Dimensional Fund 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	$19.5M	Buy	514,252 +17,403	+4%	+$599K	﹤0.01%	2048
2026 Q1	$16.6M	Sell	496,849 -11,092	-2%	-$398K	﹤0.01%	2059
2025 Q4	$14.2M	Buy	507,941 +105,710	+26%	+$2.86M	﹤0.01%	2144
2025 Q3	$10.1M	Buy	402,231 +26,025	+7%	+$650K	﹤0.01%	2297
2025 Q2	$11M	Buy	376,206 +63,451	+20%	+$1.78M	﹤0.01%	2240
2025 Q1	$8.97M	Buy	312,755 +51,645	+20%	+$1.54M	﹤0.01%	2300
2024 Q4	$7.9M	Buy	261,110 +25,649	+11%	+$694K	﹤0.01%	2395
2024 Q3	$5.18M	Buy	235,461 +59,127	+34%	+$1.15M	﹤0.01%	2512
2024 Q2	$3.25M	Buy	176,334 +20,661	+13%	+$355K	﹤0.01%	2629
2024 Q1	$2.49M	Buy	155,673 +63,714	+69%	+$955K	﹤0.01%	2742
2023 Q4	$1.42M	Buy	91,959 +36,663	+66%	+$590K	﹤0.01%	2862
2023 Q3	$942K	Buy	+55,296	New	+$1.08M	﹤0.01%	2941

Other funds holding EE

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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 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

Dimensional Fund Advisors's EE Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Excelerate Energy (EE) stake by 3.5% in Q2 2026, buying an estimated $599K and bringing the position to 514,252 shares worth $19.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Dimensional Fund Advisors first reported a position in EE in Q3 2023 and has held it in 12 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Dimensional Fund Advisors held 514,252 shares of Excelerate Energy worth $19.5M as of Q2 2026.
Dimensional Fund Advisors bought 17,403 Excelerate Energy shares in Q2 2026, an estimated $599K.
Excelerate Energy made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2048 holding.
Dimensional Fund Advisors first reported a position in Excelerate Energy in Q3 2023 and has held it in 12 quarters since.
222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.