Essential Partners
EE icon

Essential Partners’s Excelerate Energy EE Stock Holding History

Essential Partners’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
Q3 		$675 Hold
21
– – ﹤0.01% 2306
2026
Q2 		$798 Hold
21
– – ﹤0.01% 2340
2026
Q1 		$702 Buy
21
+7
+50% +$251 ﹤0.01% 2338
2025
Q4 		$393 Buy
14
+12
+600% +$325 ﹤0.01% 2285
2025
Q3 		$50 Buy
+2
New +$50 ﹤0.01% 2567

Other funds holding EE

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's EE Position: Q3 2026 in Review

Essential Partners held its Excelerate Energy (EE) position steady in Q3 2026 at 21 shares worth $675. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Essential Partners first reported a position in EE in Q3 2025 and has held it in 5 quarters since. The position peaked at $798 in Q2 2026. 17 funds tracked by Wall St. Rank hold EE as of Q3 2026.

  • Essential Partners held 21 shares of Excelerate Energy worth $675 as of Q3 2026.
  • Essential Partners left its Excelerate Energy share count unchanged in Q3 2026.
  • Excelerate Energy made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2306 holding.
  • Essential Partners first reported a position in Excelerate Energy in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Excelerate Energy position peaked at $798 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.