JFG
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Jefferies Financial Group’s Excelerate Energy EE Stock Holding History

Jefferies Financial Group’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 		– Sell
-7,369
Closed -$207K – 1862
2025
Q4 		$207K Buy
+7,369
New +$199K ﹤0.01% 1613
2025
Q1 		– Sell
-9,100
Closed -$275K – 1711
2024
Q4 		$275K Buy
+9,100
New +$246K ﹤0.01% 1292

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
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Jefferies Financial Group's EE Position: Q1 2026 in Review

Jefferies Financial Group sold out of Excelerate Energy (EE) in Q1 2026, closing a stake of 7,369 shares — an estimated $207K sold.

Jefferies Financial Group first reported a position in EE in Q4 2024 and held it in 2 quarters. The position peaked at $275K in Q4 2024. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Jefferies Financial Group reported no remaining Excelerate Energy position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 7,369 Excelerate Energy shares in Q1 2026, an estimated $207K.
  • Jefferies Financial Group first reported a position in Excelerate Energy in Q4 2024 and held it in 2 quarters.
  • Jefferies Financial Group's Excelerate Energy position peaked at $275K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.