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IFP Advisors’s Excelerate Energy EE Stock Holding History

IFP Advisors’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 		$228 Sell
6
-5
-45% -$172 ﹤0.01% 4839
2026
Q1 		$368 Sell
11
-997
-99% -$35.7K ﹤0.01% 4492
2025
Q4 		$28.3K Buy
1,008
+4
+0.4% +$108 ﹤0.01% 2526
2025
Q3 		$25.3K Buy
1,004
+15
+2% +$374 ﹤0.01% 2462
2025
Q2 		$29.9K Sell
989
-6
-0.6% -$168 ﹤0.01% 2322
2025
Q1 		$28.8K Hold
995
– – ﹤0.01% 2143
2024
Q4 		$30.4K Sell
995
-5
-0.5% -$135 ﹤0.01% 2065
2024
Q3 		$22K Buy
1,000
+300
+43% +$5.82K ﹤0.01% 2112
2024
Q2 		$12.9K Hold
700
– – ﹤0.01% 2256
2024
Q1 		$11.2K Buy
+700
New +$10.5K ﹤0.01% 2189

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

IFP Advisors's EE Position: Q2 2026 in Review

IFP Advisors reduced its Excelerate Energy (EE) stake by 45% in Q2 2026, selling an estimated $172 and leaving 6 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #4839.

IFP Advisors first reported a position in EE in Q1 2024 and has held it in 10 quarters since. The position peaked at $30.4K in Q4 2024. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • IFP Advisors held 6 shares of Excelerate Energy worth $228 as of Q2 2026.
  • IFP Advisors sold 5 Excelerate Energy shares in Q2 2026, an estimated $172.
  • Excelerate Energy made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4839 holding.
  • IFP Advisors first reported a position in Excelerate Energy in Q1 2024 and has held it in 10 quarters since.
  • IFP Advisors's Excelerate Energy position peaked at $30.4K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.