FMI
EE icon

F/M Investments’s Excelerate Energy EE Stock Holding History

F/M Investments’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 		$940K Buy
24,736
+2,024
+9% +$69.7K 0.05% 189
2026
Q1 		$759K Buy
22,712
+4,827
+27% +$173K 0.05% 201
2025
Q4 		$502K Buy
+17,885
New +$484K 0.02% 336

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Vanguard Portfolio Management
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
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

F/M Investments's EE Position: Q2 2026 in Review

F/M Investments increased its Excelerate Energy (EE) stake by 8.9% in Q2 2026, buying an estimated $69.7K and bringing the position to 24,736 shares worth $940K. The position accounts for 0.05% of the portfolio, ranked #189.

F/M Investments first reported a position in EE in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • F/M Investments held 24,736 shares of Excelerate Energy worth $940K as of Q2 2026.
  • F/M Investments bought 2,024 Excelerate Energy shares in Q2 2026, an estimated $69.7K.
  • Excelerate Energy made up 0.05% of F/M Investments's portfolio in Q2 2026, its #189 holding.
  • F/M Investments first reported a position in Excelerate Energy in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.