EIM
EE icon

Essex Investment Management’s Excelerate Energy EE Stock Holding History

Essex Investment 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
Q1 		$49.3K Hold
1,475
– – 0.01% 257
2025
Q4 		$41.4K Buy
+1,475
New +$39.9K 0.01% 265

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 $6.73T AUM 46.02% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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

Essex Investment Management's EE Position: Q1 2026 in Review

Essex Investment Management held its Excelerate Energy (EE) position steady in Q1 2026 at 1,475 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #257.

Essex Investment Management first reported a position in EE in Q4 2025 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Essex Investment Management held 1,475 shares of Excelerate Energy worth $49.3K as of Q1 2026.
  • Essex Investment Management left its Excelerate Energy share count unchanged in Q1 2026.
  • Excelerate Energy made up 0.01% of Essex Investment Management's portfolio in Q1 2026, its #257 holding.
  • Essex Investment Management first reported a position in Excelerate Energy in Q4 2025 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.