Hotchkis & Wiley Capital Management
EE icon

Hotchkis & Wiley Capital Management’s Excelerate Energy EE Stock Holding History

Hotchkis & Wiley Capital 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 		$10.7M Buy
281,037
+37,110
+15% +$1.28M 0.03% 269
2026
Q1 		$8.15M Sell
243,927
-118,220
-33% -$4.24M 0.03% 289
2025
Q4 		$10.2M Sell
362,147
-34,775
-9% -$941K 0.03% 240
2025
Q3 		$10M Buy
396,922
+163,652
+70% +$4.09M 0.03% 237
2025
Q2 		$6.84M Sell
233,270
-4,510
-2% -$127K 0.02% 337
2025
Q1 		$6.82M Buy
237,780
+15,760
+7% +$471K 0.02% 309
2024
Q4 		$6.72M Buy
222,020
+22,800
+11% +$617K 0.02% 348
2024
Q3 		$4.38M Buy
+199,220
New +$3.86M 0.01% 406

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

Hotchkis & Wiley Capital Management's EE Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management increased its Excelerate Energy (EE) stake by 15% in Q2 2026, buying an estimated $1.28M and bringing the position to 281,037 shares worth $10.7M. The position accounts for 0.03% of the portfolio, ranked #269.

Hotchkis & Wiley Capital Management first reported a position in EE in Q3 2024 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 281,037 shares of Excelerate Energy worth $10.7M as of Q2 2026.
  • Hotchkis & Wiley Capital Management bought 37,110 Excelerate Energy shares in Q2 2026, an estimated $1.28M.
  • Excelerate Energy made up 0.03% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #269 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Excelerate Energy in Q3 2024 and has held it in 8 quarters since.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.