First Trust Advisors’s Excelerate Energy EE Stock Holding History

First Trust 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	–	Sell	-80,646	Closed	-$2.7M	–	2679
2026 Q1	$2.7M	Buy	+80,646	New	+$2.89M	﹤0.01%	1788
2025 Q4	–	Sell	-17,964	Closed	-$453K	–	2648
2025 Q3	$453K	Sell	17,964 -82,518	-82%	-$2.06M	﹤0.01%	2333
2025 Q2	$2.95M	Buy	100,482 +43,025	+75%	+$1.21M	﹤0.01%	1637
2025 Q1	$1.65M	Buy	57,457 +2,252	+4%	+$67.4K	﹤0.01%	1858
2024 Q4	$1.67M	Sell	55,205 -4,613	-8%	-$125K	﹤0.01%	1875
2024 Q3	$1.32M	Buy	+59,818	New	+$1.16M	﹤0.01%	1930
2023 Q1	–	Sell	-55,947	Closed	-$1.4M	–	2386
2022 Q4	$1.4M	Sell	55,947 -46,735	-46%	-$1.23M	﹤0.01%	1848
2022 Q3	$2.4M	Sell	102,682 -31,642	-24%	-$750K	﹤0.01%	1603
2022 Q2	$2.68M	Buy	+134,324	New	+$3.41M	﹤0.01%	1603

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

First Trust Advisors's EE Position: Q2 2026 in Review

First Trust Advisors sold out of Excelerate Energy (EE) in Q2 2026, closing a stake of 80,646 shares — an estimated $2.7M sold.

First Trust Advisors first reported a position in EE in Q2 2022 and held it in 9 quarters. The position peaked at $2.95M in Q2 2025. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

First Trust Advisors reported no remaining Excelerate Energy position as of Q2 2026 after selling out during the quarter.
First Trust Advisors sold 80,646 Excelerate Energy shares in Q2 2026, an estimated $2.7M.
First Trust Advisors first reported a position in Excelerate Energy in Q2 2022 and held it in 9 quarters.
First Trust Advisors's Excelerate Energy position peaked at $2.95M in Q2 2025.
222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.