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Larson Financial Group’s Excelerate Energy EE Stock Holding History

Larson 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
Q2 		$4.98K Sell
131
-175
-57% -$6.03K ﹤0.01% 2776
2026
Q1 		$10.2K Sell
306
-290
-49% -$10.4K ﹤0.01% 2241
2025
Q4 		$16.7K Buy
596
+560
+1,556% +$15.2K ﹤0.01% 1820
2025
Q3 		$907 Buy
+36
New +$899 ﹤0.01% 2948
2025
Q2 		– Sell
-18
Closed -$516 – 3343
2025
Q1 		$516 Buy
+18
New +$538 ﹤0.01% 2569

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

Larson Financial Group's EE Position: Q2 2026 in Review

Larson Financial Group reduced its Excelerate Energy (EE) stake by 57% in Q2 2026, selling an estimated $6.03K and leaving 131 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Larson Financial Group first reported a position in EE in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.7K in Q4 2025. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Larson Financial Group held 131 shares of Excelerate Energy worth $4.98K as of Q2 2026.
  • Larson Financial Group sold 175 Excelerate Energy shares in Q2 2026, an estimated $6.03K.
  • Excelerate Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2776 holding.
  • Larson Financial Group first reported a position in Excelerate Energy in Q1 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Excelerate Energy position peaked at $16.7K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.