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Harbor Investment Advisory’s Excelerate Energy EE Stock Holding History

Harbor Investment Advisory’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 		– Hold
0
– – – 1312
2026
Q1 		– Hold
0
– – – 1229
2025
Q4 		– Hold
0
– – – 1226
2025
Q3 		– Hold
0
– – – 1177
2025
Q2 		– Hold
0
– – – 1174
2025
Q1 		– Hold
0
– – – 1174
2024
Q4 		– Hold
0
– – – 1143
2024
Q3 		– Hold
0
– – – 1148
2024
Q2 		– Hold
0
– – – 1301
2024
Q1 		– Hold
0
– – – 1327
2023
Q4 		– Hold
0
– – – 1157
2023
Q3 		– Sell
-11
Closed -$215 – 1186
2023
Q2 		$225 Hold
11
– – ﹤0.01% 1306
2023
Q1 		$244 Hold
11
– – ﹤0.01% 1299
2022
Q4 		$276 Hold
11
– – ﹤0.01% 1300
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1339
2022
Q2 		$0 Buy
+11
New +$279 ﹤0.01% 1346

Other funds holding EE

KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
HWAM
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
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Harbor Investment Advisory's EE Position: Q2 2026 in Review

Harbor Investment Advisory held its Excelerate Energy (EE) position steady in Q2 2026 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Harbor Investment Advisory first reported a position in EE in Q2 2022 and has held it in 5 quarters since. The position peaked at $276 in Q4 2022. 12 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Harbor Investment Advisory held 0 shares of Excelerate Energy worth $2 as of Q2 2026.
  • Harbor Investment Advisory left its Excelerate Energy share count unchanged in Q2 2026.
  • Excelerate Energy made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1312 holding.
  • Harbor Investment Advisory first reported a position in Excelerate Energy in Q2 2022 and has held it in 5 quarters since.
  • Harbor Investment Advisory's Excelerate Energy position peaked at $276 in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.