EWA
EE icon

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
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 – 2524
2023
Q1 		$6.04K Buy
+273
New +$6.07K ﹤0.01% 1575

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