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LRI Investments’s Excelerate Energy EE Stock Holding History

LRI Investments’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 		$38 Buy
+1
New +$34 ﹤0.01% 1920

Other funds holding EE

NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LRI Investments's EE Position: Q2 2026 in Review

LRI Investments opened a new position in Excelerate Energy (EE) in Q2 2026: 1 share worth $38. The stake represents ﹤0.01% of the portfolio and ranks #1920 among its holdings.

39 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • LRI Investments held 1 share of Excelerate Energy worth $38 as of Q2 2026.
  • Excelerate Energy was a new LRI Investments position in Q2 2026.
  • Excelerate Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1920 holding.
  • 39 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.