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Lee Financial’s Excelerate Energy EE Stock Holding History

Lee Financial’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
Q1 		– Sell
-309
Closed -$4.78K – 356
2023
Q4 		$4.78K Hold
309
– – ﹤0.01% 551
2023
Q3 		$5.27K Buy
309
+129
+72% +$2.52K ﹤0.01% 512
2023
Q2 		$3.66K Hold
180
– – ﹤0.01% 552
2023
Q1 		$3.99K Sell
180
-900
-83% -$20K ﹤0.01% 566
2022
Q4 		$27.1K Hold
1,080
– – ﹤0.01% 307
2022
Q3 		$25K Buy
1,080
+900
+500% +$21.3K ﹤0.01% 308
2022
Q2 		$4K Buy
+180
New +$4.57K ﹤0.01% 584

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lee Financial's EE Position: Q1 2024 in Review

Lee Financial sold out of Excelerate Energy (EE) in Q1 2024, closing a stake of 309 shares — an estimated $4.78K sold.

Lee Financial first reported a position in EE in Q2 2022 and held it in 7 quarters. The position peaked at $27.1K in Q4 2022. 115 funds tracked by Wall St. Rank hold EE as of Q1 2024.

  • Lee Financial reported no remaining Excelerate Energy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 309 Excelerate Energy shares in Q1 2024, an estimated $4.78K.
  • Lee Financial first reported a position in Excelerate Energy in Q2 2022 and held it in 7 quarters.
  • Lee Financial's Excelerate Energy position peaked at $27.1K in Q4 2022.
  • 115 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.