Emerald Advisers’s Excelerate Energy EE Stock Holding History

Emerald Advisers’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	$18.4M	Buy	485,260 +169,595	+54%	+$5.84M	0.43%	93
2026 Q1	$10.5M	Sell	315,665 -2,353	-0.7%	-$84.4K	0.33%	98
2025 Q4	$8.92M	Buy	318,018 +9,149	+3%	+$248K	0.27%	105
2025 Q3	$7.78M	Sell	308,869 -91,524	-23%	-$2.29M	0.25%	106
2025 Q2	$11.7M	Buy	+400,393	New	+$11.2M	0.43%	88
2024 Q1	–	Sell	-198,224	Closed	-$3.06M	–	251
2023 Q4	$3.06M	Sell	198,224 -466,146	-70%	-$7.5M	0.13%	122
2023 Q3	$11.3M	Sell	664,370 -1,440	-0.2%	-$28.1K	0.55%	82
2023 Q2	$13.5M	Sell	665,810 -21,803	-3%	-$455K	0.59%	78
2023 Q1	$15.2M	Sell	687,613 -9,825	-1%	-$218K	0.73%	62
2022 Q4	$17.5M	Buy	697,438 +3,533	+0.5%	+$92.7K	0.84%	51
2022 Q3	$16.2M	Buy	693,905 +91,247	+15%	+$2.16M	0.84%	51
2022 Q2	$12M	Buy	+602,658	New	+$15.3M	0.62%	69

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

Emerald Advisers's EE Position: Q2 2026 in Review

Emerald Advisers increased its Excelerate Energy (EE) stake by 54% in Q2 2026, buying an estimated $5.84M and bringing the position to 485,260 shares worth $18.4M. The position accounts for 0.43% of the portfolio, ranked #93.

Emerald Advisers first reported a position in EE in Q2 2022 and has held it in 12 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Emerald Advisers held 485,260 shares of Excelerate Energy worth $18.4M as of Q2 2026.
Emerald Advisers bought 169,595 Excelerate Energy shares in Q2 2026, an estimated $5.84M.
Excelerate Energy made up 0.43% of Emerald Advisers's portfolio in Q2 2026, its #93 holding.
Emerald Advisers first reported a position in Excelerate Energy in Q2 2022 and has held it in 12 quarters since.
222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.