Mackenzie Financial
EE icon

Mackenzie Financial’s Excelerate Energy EE Stock Holding History

Mackenzie 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
2026
Q2 		– Sell
-25,282
Closed -$845K – 1595
2026
Q1 		$845K Sell
25,282
-6,583
-21% -$236K ﹤0.01% 1110
2025
Q4 		$890K Sell
31,865
-31,363
-50% -$849K ﹤0.01% 1086
2025
Q3 		$1.59M Sell
63,228
-1,323
-2% -$33K ﹤0.01% 919
2025
Q2 		$1.89M Buy
64,551
+27,350
+74% +$767K ﹤0.01% 817
2025
Q1 		$1.07M Sell
37,201
-35,445
-49% -$1.06M ﹤0.01% 959
2024
Q4 		$2.2M Buy
72,646
+2,740
+4% +$74.2K ﹤0.01% 754
2024
Q3 		$1.54M Buy
69,906
+14,326
+26% +$278K ﹤0.01% 782
2024
Q2 		$1.02M Buy
55,580
+34,228
+160% +$588K ﹤0.01% 849
2024
Q1 		$342K Buy
+21,352
New +$320K ﹤0.01% 1125

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

Mackenzie Financial's EE Position: Q2 2026 in Review

Mackenzie Financial sold out of Excelerate Energy (EE) in Q2 2026, closing a stake of 25,282 shares — an estimated $845K sold.

Mackenzie Financial first reported a position in EE in Q1 2024 and held it in 9 quarters. The position peaked at $2.2M in Q4 2024. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Mackenzie Financial reported no remaining Excelerate Energy position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 25,282 Excelerate Energy shares in Q2 2026, an estimated $845K.
  • Mackenzie Financial first reported a position in Excelerate Energy in Q1 2024 and held it in 9 quarters.
  • Mackenzie Financial's Excelerate Energy position peaked at $2.2M in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.