EA
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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
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 $883M AUM 21.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return