Fidelity Investments

Fidelity Investments’s Excelerate Energy EE Stock Holding History

Fidelity 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 Q1	$28M	Buy	838,987 +4,938	+0.6%	+$177K	﹤0.01%	1656
2025 Q4	$23.4M	Buy	834,049 +221,593	+36%	+$6M	﹤0.01%	1719
2025 Q3	$15.4M	Buy	612,456 +397,453	+185%	+$9.92M	﹤0.01%	1835
2025 Q2	$6.3M	Buy	215,003 +185,024	+617%	+$5.19M	﹤0.01%	2085
2025 Q1	$860K	Buy	29,979 +3,514	+13%	+$105K	﹤0.01%	2726
2024 Q4	$801K	Buy	26,465 +3,331	+14%	+$90.2K	﹤0.01%	2750
2024 Q3	$509K	Buy	23,134 +13,257	+134%	+$257K	﹤0.01%	2848
2024 Q2	$182K	Buy	9,877 +9,544	+2,866%	+$164K	﹤0.01%	3068
2024 Q1	$5.33K	Sell	333 -54	-14%	-$809	﹤0.01%	4483
2023 Q4	$5.98K	Buy	387 +249	+180%	+$4K	﹤0.01%	4392
2023 Q3	$2.36K	Sell	138 -84	-38%	-$1.64K	﹤0.01%	4503
2023 Q2	$4.51K	Sell	222 -1,194	-84%	-$24.9K	﹤0.01%	4392
2023 Q1	$31.4K	Sell	1,416 -203,843	-99%	-$4.53M	﹤0.01%	3644
2022 Q4	$5.14M	Sell	205,259 -463,790	-69%	-$12.2M	﹤0.01%	2108
2022 Q3	$15.7M	Buy	669,049 +19,049	+3%	+$452K	﹤0.01%	1689
2022 Q2	$12.9M	Buy	+650,000	New	+$16.5M	﹤0.01%	1844

Other funds holding EE

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return