Marshall Wace
EE icon

Marshall Wace’s Excelerate Energy EE Stock Holding History

Marshall Wace’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
Q4 		– Sell
-127,168
Closed -$3.2M – 3080
2025
Q3 		$3.2M Sell
127,168
-164,982
-56% -$4.12M ﹤0.01% 1392
2025
Q2 		$8.57M Buy
292,150
+237,056
+430% +$6.65M 0.01% 909
2025
Q1 		$1.58M Sell
55,094
-84,928
-61% -$2.54M ﹤0.01% 1572
2024
Q4 		$4.24M Sell
140,022
-107,351
-43% -$2.91M 0.01% 1132
2024
Q3 		$5.44M Sell
247,373
-91,092
-27% -$1.77M 0.01% 967
2024
Q2 		$6.24M Buy
338,465
+74,491
+28% +$1.28M 0.01% 921
2024
Q1 		$4.23M Sell
263,974
-78,510
-23% -$1.18M 0.01% 1063
2023
Q4 		$5.29M Buy
342,484
+250,080
+271% +$4.02M 0.01% 888
2023
Q3 		$1.57M Buy
+92,404
New +$1.8M ﹤0.01% 1332

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall Wace's EE Position: Q4 2025 in Review

Marshall Wace sold out of Excelerate Energy (EE) in Q4 2025, closing a stake of 127,168 shares — an estimated $3.2M sold.

Marshall Wace first reported a position in EE in Q3 2023 and held it in 9 quarters. The position peaked at $8.57M in Q2 2025. 190 funds tracked by Wall St. Rank hold EE as of Q4 2025.

  • Marshall Wace reported no remaining Excelerate Energy position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 127,168 Excelerate Energy shares in Q4 2025, an estimated $3.2M.
  • Marshall Wace first reported a position in Excelerate Energy in Q3 2023 and held it in 9 quarters.
  • Marshall Wace's Excelerate Energy position peaked at $8.57M in Q2 2025.
  • 190 funds tracked by Wall St. Rank held Excelerate Energy as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.