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Legacy Capital Group California’s Excelerate Energy EE Stock Holding History

Legacy Capital Group California’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
2025
Q1 		– Sell
-13,688
Closed -$414K – 323
2024
Q4 		$414K Buy
+13,688
New +$371K 0.13% 201

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Capital Group California's EE Position: Q1 2025 in Review

Legacy Capital Group California sold out of Excelerate Energy (EE) in Q1 2025, closing a stake of 13,688 shares — an estimated $414K sold.

Legacy Capital Group California first reported a position in EE in Q4 2024 and held it in 1 quarter. The position peaked at $414K in Q4 2024. 177 funds tracked by Wall St. Rank hold EE as of Q1 2025.

  • Legacy Capital Group California reported no remaining Excelerate Energy position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 13,688 Excelerate Energy shares in Q1 2025, an estimated $414K.
  • Legacy Capital Group California first reported a position in Excelerate Energy in Q4 2024 and held it in 1 quarter.
  • Legacy Capital Group California's Excelerate Energy position peaked at $414K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.