Morgan Stanley
EE icon

Morgan Stanley’s Excelerate Energy EE Stock Holding History

Morgan Stanley’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
Q1 		$13.4M Buy
400,830
+43,695
+12% +$1.57M ﹤0.01% 3313
2025
Q4 		$10M Buy
357,135
+77,574
+28% +$2.1M ﹤0.01% 3613
2025
Q3 		$7.04M Sell
279,561
-137,665
-33% -$3.44M ﹤0.01% 3864
2025
Q2 		$12.2M Buy
417,226
+184,749
+79% +$5.18M ﹤0.01% 3258
2025
Q1 		$6.67M Sell
232,477
-16,881
-7% -$505K ﹤0.01% 3680
2024
Q4 		$7.54M Sell
249,358
-137,562
-36% -$3.72M ﹤0.01% 3634
2024
Q3 		$8.52M Buy
386,920
+55,567
+17% +$1.08M ﹤0.01% 3546
2024
Q2 		$6.11M Buy
331,353
+213,726
+182% +$3.67M ﹤0.01% 3730
2024
Q1 		$1.88M Sell
117,627
-269,119
-70% -$4.03M ﹤0.01% 4625
2023
Q4 		$5.98M Buy
386,746
+267,147
+223% +$4.3M ﹤0.01% 4269
2023
Q3 		$2.04M Sell
119,599
-23,121
-16% -$451K ﹤0.01% 4382
2023
Q2 		$2.9M Sell
142,720
-23,478
-14% -$490K ﹤0.01% 4177
2023
Q1 		$3.68M Sell
166,198
-6,917
-4% -$154K ﹤0.01% 4033
2022
Q4 		$4.34M Buy
173,115
+41,609
+32% +$1.09M ﹤0.01% 3879
2022
Q3 		$3.08M Sell
131,506
-29,999
-19% -$711K ﹤0.01% 4091
2022
Q2 		$3.22M Buy
+161,505
New +$4.1M ﹤0.01% 4139

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return