IWC
EE icon

Integrated Wealth Concepts’s Excelerate Energy EE Stock Holding History

Integrated Wealth Concepts’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 		$4.07K Buy
+107
New +$3.69K ﹤0.01% 5067

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

Integrated Wealth Concepts's EE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Excelerate Energy (EE) in Q2 2026: 107 shares worth $4.07K. The stake represents ﹤0.01% of the portfolio and ranks #5067 among its holdings.

222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Integrated Wealth Concepts held 107 shares of Excelerate Energy worth $4.07K as of Q2 2026.
  • Excelerate Energy was a new Integrated Wealth Concepts position in Q2 2026.
  • Excelerate Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5067 holding.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.