Envestnet Asset Management
EE icon

Envestnet Asset Management’s Excelerate Energy EE Stock Holding History

Envestnet Asset Management’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 		$10.1M Buy
266,617
+36,441
+16% +$1.26M ﹤0.01% 1934
2026
Q1 		$7.69M Buy
230,176
+51,022
+28% +$1.83M ﹤0.01% 2007
2025
Q4 		$5.03M Buy
179,154
+169,593
+1,774% +$4.59M ﹤0.01% 2168
2025
Q3 		$241K Sell
9,561
-3,191
-25% -$79.7K ﹤0.01% 4213
2025
Q2 		$374K Buy
+12,752
New +$358K ﹤0.01% 3904

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Vanguard Portfolio Management
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
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

Envestnet Asset Management's EE Position: Q2 2026 in Review

Envestnet Asset Management increased its Excelerate Energy (EE) stake by 16% in Q2 2026, buying an estimated $1.26M and bringing the position to 266,617 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Envestnet Asset Management first reported a position in EE in Q2 2025 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Envestnet Asset Management held 266,617 shares of Excelerate Energy worth $10.1M as of Q2 2026.
  • Envestnet Asset Management bought 36,441 Excelerate Energy shares in Q2 2026, an estimated $1.26M.
  • Excelerate Energy made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1934 holding.
  • Envestnet Asset Management first reported a position in Excelerate Energy in Q2 2025 and has held it in 5 quarters since.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.