GRP
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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
2025
Q4 		$32.9K Buy
+1,174
New +$31.8K ﹤0.01% 2607

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Retirement Partners's EE Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Excelerate Energy (EE) in Q4 2025: 1,174 shares worth $32.9K. The stake represents ﹤0.01% of the portfolio and ranks #2607 among its holdings.

190 funds tracked by Wall St. Rank hold EE as of Q4 2025.

  • Global Retirement Partners held 1,174 shares of Excelerate Energy worth $32.9K as of Q4 2025.
  • Excelerate Energy was a new Global Retirement Partners position in Q4 2025.
  • Excelerate Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2607 holding.
  • 190 funds tracked by Wall St. Rank held Excelerate Energy as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.