KFAS
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Keating Financial Advisory Services’s Excelerate Energy EE Stock Holding History

Keating Financial Advisory Services’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 		$190 Sell
5
-6
-55% -$207 ﹤0.01% 2432
2026
Q1 		$368 Buy
11
+7
+175% +$251 ﹤0.01% 2310
2025
Q4 		$112 Buy
+4
New +$108 ﹤0.01% 2120

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

Keating Financial Advisory Services's EE Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Excelerate Energy (EE) stake by 55% in Q2 2026, selling an estimated $207 and leaving 5 shares worth $190. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Keating Financial Advisory Services first reported a position in EE in Q4 2025 and has held it in 3 quarters since. The position peaked at $368 in Q1 2026. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Keating Financial Advisory Services held 5 shares of Excelerate Energy worth $190 as of Q2 2026.
  • Keating Financial Advisory Services sold 6 Excelerate Energy shares in Q2 2026, an estimated $207.
  • Excelerate Energy made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2432 holding.
  • Keating Financial Advisory Services first reported a position in Excelerate Energy in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Excelerate Energy position peaked at $368 in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.