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Financial Network Wealth Advisors’s Excelerate Energy EE Stock Holding History

Financial Network 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
2026
Q1 		$769 Sell
23
-7
-23% -$251 ﹤0.01% 756
2025
Q4 		$842 Hold
30
– – ﹤0.01% 810
2025
Q3 		$756 Hold
30
– – ﹤0.01% 823
2025
Q2 		$880 Hold
30
– – ﹤0.01% 792
2025
Q1 		$860 Buy
+30
New +$897 ﹤0.01% 736

Other funds holding EE

GKFF
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Financial Network Wealth Advisors's EE Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Excelerate Energy (EE) stake by 23% in Q1 2026, selling an estimated $251 and leaving 23 shares worth $769. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Financial Network Wealth Advisors first reported a position in EE in Q1 2025 and has held it in 5 quarters since. The position peaked at $880 in Q2 2025. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Financial Network Wealth Advisors held 23 shares of Excelerate Energy worth $769 as of Q1 2026.
  • Financial Network Wealth Advisors sold 7 Excelerate Energy shares in Q1 2026, an estimated $251.
  • Excelerate Energy made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #756 holding.
  • Financial Network Wealth Advisors first reported a position in Excelerate Energy in Q1 2025 and has held it in 5 quarters since.
  • Financial Network Wealth Advisors's Excelerate Energy position peaked at $880 in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.