Janney Montgomery Scott
EE icon

Janney Montgomery Scott’s Excelerate Energy EE Stock Holding History

Janney Montgomery Scott’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
2024
Q3 		– Sell
-29,250
Closed -$539K – 2708
2024
Q2 		$539K Buy
+29,250
New +$503K ﹤0.01% 1825

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janney Montgomery Scott's EE Position: Q3 2024 in Review

Janney Montgomery Scott sold out of Excelerate Energy (EE) in Q3 2024, closing a stake of 29,250 shares — an estimated $539K sold.

Janney Montgomery Scott first reported a position in EE in Q2 2024 and held it in 1 quarter. The position peaked at $539K in Q2 2024. 124 funds tracked by Wall St. Rank hold EE as of Q3 2024.

  • Janney Montgomery Scott reported no remaining Excelerate Energy position as of Q3 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 29,250 Excelerate Energy shares in Q3 2024, an estimated $539K.
  • Janney Montgomery Scott first reported a position in Excelerate Energy in Q2 2024 and held it in 1 quarter.
  • Janney Montgomery Scott's Excelerate Energy position peaked at $539K in Q2 2024.
  • 124 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2024.

Based on Janney Montgomery Scott's 13F filing for Q3 2024, filed 29 Oct 2024.