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Jaffetilchin Investment Partners’s Excelerate Energy EE Stock Holding History

Jaffetilchin Investment Partners’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
2025
Q3 		– Sell
-8,129
Closed -$238K – 441
2025
Q2 		$238K Buy
8,129
+8
+0.1% +$224 0.02% 380
2025
Q1 		$233K Buy
8,121
+8
+0.1% +$239 0.02% 368
2024
Q4 		$245K Buy
8,113
+1,007
+14% +$27.3K 0.02% 343
2024
Q3 		$156K Buy
+7,106
New +$138K 0.01% 392

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jaffetilchin Investment Partners's EE Position: Q3 2025 in Review

Jaffetilchin Investment Partners sold out of Excelerate Energy (EE) in Q3 2025, closing a stake of 8,129 shares — an estimated $238K sold.

Jaffetilchin Investment Partners first reported a position in EE in Q3 2024 and held it in 4 quarters. The position peaked at $245K in Q4 2024. 182 funds tracked by Wall St. Rank hold EE as of Q3 2025.

  • Jaffetilchin Investment Partners reported no remaining Excelerate Energy position as of Q3 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 8,129 Excelerate Energy shares in Q3 2025, an estimated $238K.
  • Jaffetilchin Investment Partners first reported a position in Excelerate Energy in Q3 2024 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Excelerate Energy position peaked at $245K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.