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 Q2	$874	Hold	23	–	–	﹤0.01%	799
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 $1.04B AUM 36.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Financial Network Wealth Advisors's EE Position: Q2 2026 in Review

Financial Network Wealth Advisors held its Excelerate Energy (EE) position steady in Q2 2026 at 23 shares worth $874. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Financial Network Wealth Advisors first reported a position in EE in Q1 2025 and has held it in 6 quarters since. The position peaked at $880 in Q2 2025. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Financial Network Wealth Advisors held 23 shares of Excelerate Energy worth $874 as of Q2 2026.
Financial Network Wealth Advisors left its Excelerate Energy share count unchanged in Q2 2026.
Excelerate Energy made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #799 holding.
Financial Network Wealth Advisors first reported a position in Excelerate Energy in Q1 2025 and has held it in 6 quarters since.
Financial Network Wealth Advisors's Excelerate Energy position peaked at $880 in Q2 2025.
222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.