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Global Retirement Partners’s Excelerate Energy EE Stock Holding History

Global Retirement Partners’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 		$54.4K Buy
+1,432
New +$49.3K ﹤0.01% 2462
2025
Q4 		$32.9K Buy
+1,174
New +$31.8K ﹤0.01% 2607

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
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
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
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

Global Retirement Partners's EE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Excelerate Energy (EE) in Q2 2026: 1,432 shares worth $54.4K. The stake represents ﹤0.01% of the portfolio and ranks #2462 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EE as recently as Q4 2025.

Global Retirement Partners first reported a position in EE in Q4 2025 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Global Retirement Partners held 1,432 shares of Excelerate Energy worth $54.4K as of Q2 2026.
  • Excelerate Energy was a new Global Retirement Partners position in Q2 2026.
  • Excelerate Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2462 holding.
  • Global Retirement Partners first reported a position in Excelerate Energy in Q4 2025 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.