IA
EE icon

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
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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return