GAMMA Investing’s Excelerate Energy EE Stock Holding History

GAMMA Investing’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	$18.3K	Buy	482 +36	+8%	+$1.24K	﹤0.01%	2880
2026 Q1	$14.9K	Buy	446 +95	+27%	+$3.41K	﹤0.01%	2872
2025 Q4	$9.85K	Buy	351 +82	+30%	+$2.22K	﹤0.01%	2985
2025 Q3	$6.78K	Buy	269 +9	+3%	+$225	﹤0.01%	3055
2025 Q2	$7.62K	Sell	260 -191	-42%	-$5.36K	﹤0.01%	2940
2025 Q1	$12.9K	Buy	451 +170	+60%	+$5.08K	﹤0.01%	2619
2024 Q4	$8.5K	Buy	281 +104	+59%	+$2.82K	﹤0.01%	2696
2024 Q3	$3.9K	Buy	177 +33	+23%	+$640	﹤0.01%	2845
2024 Q2	$2.65K	Buy	144 +13	+10%	+$223	﹤0.01%	2798
2024 Q1	$2.1K	Buy	131 +47	+56%	+$704	﹤0.01%	2732
2023 Q4	$1.29K	Buy	+84	New	+$1.35K	﹤0.01%	2722

Other funds holding EE

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return