Massachusetts Financial Services
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Massachusetts Financial Services’s Excelerate Energy EE Stock Holding History

Massachusetts Financial Services’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
2024
Q3 		– Sell
-85,081
Closed -$1.57M – 869
2024
Q2 		$1.57M Buy
+85,081
New +$1.46M ﹤0.01% 766

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services's EE Position: Q3 2024 in Review

Massachusetts Financial Services sold out of Excelerate Energy (EE) in Q3 2024, closing a stake of 85,081 shares — an estimated $1.57M sold.

Massachusetts Financial Services first reported a position in EE in Q2 2024 and held it in 1 quarter. The position peaked at $1.57M in Q2 2024. 124 funds tracked by Wall St. Rank hold EE as of Q3 2024.

  • Massachusetts Financial Services reported no remaining Excelerate Energy position as of Q3 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 85,081 Excelerate Energy shares in Q3 2024, an estimated $1.57M.
  • Massachusetts Financial Services first reported a position in Excelerate Energy in Q2 2024 and held it in 1 quarter.
  • Massachusetts Financial Services's Excelerate Energy position peaked at $1.57M in Q2 2024.
  • 124 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2024.

Based on Massachusetts Financial Services's 13F filing for Q3 2024, filed 12 Nov 2024.