KFS
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Kelly Financial Services’s Excelerate Energy EE Stock Holding History

Kelly Financial 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
2024
Q3 		– Sell
-55
Closed -$1.01K – 280
2024
Q2 		$1.01K Hold
55
– – ﹤0.01% 652
2024
Q1 		$881 Hold
55
– – ﹤0.01% 687
2023
Q4 		$850 Hold
55
– – ﹤0.01% 665
2023
Q3 		$937 Hold
55
– – ﹤0.01% 629
2023
Q2 		$1.12K Hold
55
– – ﹤0.01% 596
2023
Q1 		$1.22K Hold
55
– – ﹤0.01% 571
2022
Q4 		$1.38K Hold
55
– – ﹤0.01% 534
2022
Q3 		$1.29K Hold
55
– – ﹤0.01% 550
2022
Q2 		$1.1K Buy
+55
New +$1.4K ﹤0.01% 549

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

Kelly Financial Services's EE Position: Q3 2024 in Review

Kelly Financial Services sold out of Excelerate Energy (EE) in Q3 2024, closing a stake of 55 shares — an estimated $1.01K sold.

Kelly Financial Services first reported a position in EE in Q2 2022 and held it in 9 quarters. The position peaked at $1.38K in Q4 2022. 124 funds tracked by Wall St. Rank hold EE as of Q3 2024.

  • Kelly Financial Services reported no remaining Excelerate Energy position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 55 Excelerate Energy shares in Q3 2024, an estimated $1.01K.
  • Kelly Financial Services first reported a position in Excelerate Energy in Q2 2022 and held it in 9 quarters.
  • Kelly Financial Services's Excelerate Energy position peaked at $1.38K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.