LPL Financial
EE icon

LPL Financial’s Excelerate Energy EE Stock Holding History

LPL 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
2023
Q4 		– Sell
-29,174
Closed -$497K – 4822
2023
Q3 		$497K Sell
29,174
-2,274
-7% -$44.4K ﹤0.01% 3487
2023
Q2 		$639K Sell
31,448
-1,588
-5% -$33.2K ﹤0.01% 3228
2023
Q1 		$731K Sell
33,036
-544
-2% -$12.1K ﹤0.01% 3011
2022
Q4 		$841K Sell
33,580
-4,831
-13% -$127K ﹤0.01% 2774
2022
Q3 		$899K Sell
38,411
-7,033
-15% -$167K ﹤0.01% 2633
2022
Q2 		$905K Buy
+45,444
New +$1.15M ﹤0.01% 2647

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial's EE Position: Q4 2023 in Review

LPL Financial sold out of Excelerate Energy (EE) in Q4 2023, closing a stake of 29,174 shares — an estimated $497K sold.

LPL Financial first reported a position in EE in Q2 2022 and held it in 6 quarters. The position peaked at $905K in Q2 2022. 117 funds tracked by Wall St. Rank hold EE as of Q4 2023.

  • LPL Financial reported no remaining Excelerate Energy position as of Q4 2023 after selling out during the quarter.
  • LPL Financial sold 29,174 Excelerate Energy shares in Q4 2023, an estimated $497K.
  • LPL Financial first reported a position in Excelerate Energy in Q2 2022 and held it in 6 quarters.
  • LPL Financial's Excelerate Energy position peaked at $905K in Q2 2022.
  • 117 funds tracked by Wall St. Rank held Excelerate Energy as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.