FFA
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Farther Finance Advisors’s Excelerate Energy EE Stock Holding History

Farther Finance 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 		$31.2K Buy
820
+771
+1,573% +$26.6K ﹤0.01% 3629
2026
Q1 		$1.58K Buy
49
+10
+26% +$359 ﹤0.01% 4978
2025
Q4 		$1.09K Sell
39
-27
-41% -$731 ﹤0.01% 4890
2025
Q3 		$1.66K Buy
66
+59
+843% +$1.47K ﹤0.01% 4202
2025
Q2 		$205 Buy
7
+4
+133% +$112 ﹤0.01% 4201
2025
Q1 		$80 Hold
3
– – ﹤0.01% 4093
2024
Q4 		$91 Sell
3
-10
-77% -$271 ﹤0.01% 3799
2024
Q3 		$286 Buy
13
+3
+30% +$58 ﹤0.01% 3570
2024
Q2 		$186 Hold
10
– – ﹤0.01% 3507
2024
Q1 		$159 Sell
10
-1
-9% -$15 ﹤0.01% 3313
2023
Q4 		$170 Buy
+11
New +$177 ﹤0.01% 3246

Other funds holding EE

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Farther Finance Advisors's EE Position: Q2 2026 in Review

Farther Finance Advisors increased its Excelerate Energy (EE) stake by 1,573% in Q2 2026, buying an estimated $26.6K and bringing the position to 820 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3629.

Farther Finance Advisors first reported a position in EE in Q4 2023 and has held it in 11 quarters since. 27 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Farther Finance Advisors held 820 shares of Excelerate Energy worth $31.2K as of Q2 2026.
  • Farther Finance Advisors bought 771 Excelerate Energy shares in Q2 2026, an estimated $26.6K.
  • Excelerate Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3629 holding.
  • Farther Finance Advisors first reported a position in Excelerate Energy in Q4 2023 and has held it in 11 quarters since.
  • 27 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.