EverSource Wealth Advisors’s Excelerate Energy EE Stock Holding History

EverSource Wealth Advisors’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	$7.87K	Sell	207 -32	-13%	-$1.1K	﹤0.01%	3049
2026 Q1	$7.99K	Buy	239 +164	+219%	+$5.88K	﹤0.01%	3038
2025 Q4	$2.1K	Buy	75 +23	+44%	+$622	﹤0.01%	3485
2025 Q3	$1.31K	Sell	52 -5	-9%	-$125	﹤0.01%	3671
2025 Q2	$1.67K	Sell	57 -19	-25%	-$533	﹤0.01%	3559
2025 Q1	$2.18K	Buy	76 +25	+49%	+$748	﹤0.01%	2885
2024 Q4	$1.54K	Buy	51 +18	+55%	+$487	﹤0.01%	2816
2024 Q3	$726	Hold	33	–	–	﹤0.01%	2785
2024 Q2	$664	Hold	33	–	–	﹤0.01%	2825
2024 Q1	$556	Hold	33	–	–	﹤0.01%	2692
2023 Q4	$510	Buy	+33	New	+$531	﹤0.01%	2520
2023 Q2	–	Sell	-273	Closed	-$6.04K	–	2521
2023 Q1	$6.04K	Buy	+273	New	+$6.07K	﹤0.01%	1575

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

EverSource Wealth Advisors's EE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Excelerate Energy (EE) stake by 13% in Q2 2026, selling an estimated $1.1K and leaving 207 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3049.

EverSource Wealth Advisors first reported a position in EE in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.99K in Q1 2026. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

EverSource Wealth Advisors held 207 shares of Excelerate Energy worth $7.87K as of Q2 2026.
EverSource Wealth Advisors sold 32 Excelerate Energy shares in Q2 2026, an estimated $1.1K.
Excelerate Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3049 holding.
EverSource Wealth Advisors first reported a position in Excelerate Energy in Q1 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Excelerate Energy position peaked at $7.99K in Q1 2026.
221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.