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
2025 Q2	$1.67K	Sell
2025 Q1	$2.18K	Buy
2024 Q4	$1.54K	Buy
2024 Q3	$726	Hold
2024 Q2	$664	Hold
2024 Q1	$556	Hold
2023 Q4	$510	Buy
2023 Q2	–	Sell
2023 Q1	$6.04K	Buy