FFA
EE icon

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
Q3 		$7.26K Sell
226
-594
-72% -$22.4K ﹤0.01% 4806
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's EE Position: Q3 2026 in Review

Farther Finance Advisors reduced its Excelerate Energy (EE) stake by 72% in Q3 2026, selling an estimated $22.4K and leaving 226 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #4806.

Farther Finance Advisors first reported a position in EE in Q4 2023 and has held it in 12 quarters since. The position peaked at $31.2K in Q2 2026. 3 funds tracked by Wall St. Rank hold EE as of Q3 2026.

  • Farther Finance Advisors held 226 shares of Excelerate Energy worth $7.26K as of Q3 2026.
  • Farther Finance Advisors sold 594 Excelerate Energy shares in Q3 2026, an estimated $22.4K.
  • Excelerate Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4806 holding.
  • Farther Finance Advisors first reported a position in Excelerate Energy in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Excelerate Energy position peaked at $31.2K in Q2 2026.
  • 3 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.