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Hennion & Walsh Asset Management’s Excelerate Energy EE Stock Holding History

Hennion & Walsh Asset Management’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 		$311K Sell
8,192
-43
-0.5% -$1.48K 0.01% 841
2026
Q1 		$275K Sell
8,235
-136
-2% -$4.88K 0.01% 845
2025
Q4 		$235K Buy
+8,371
New +$227K 0.01% 879

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

Hennion & Walsh Asset Management's EE Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Excelerate Energy (EE) stake by 0.52% in Q2 2026, selling an estimated $1.48K and leaving 8,192 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #841.

Hennion & Walsh Asset Management first reported a position in EE in Q4 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Hennion & Walsh Asset Management held 8,192 shares of Excelerate Energy worth $311K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 43 Excelerate Energy shares in Q2 2026, an estimated $1.48K.
  • Excelerate Energy made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #841 holding.
  • Hennion & Walsh Asset Management first reported a position in Excelerate Energy in Q4 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.