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
Q2 		$12.8M Sell
337,348
-63,482
-16% -$2.19M ﹤0.01% 3498
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
-75,746
-39% -$1.14M ﹤0.01% 4625
2023
Q4 		$2.99M Buy
193,373
+73,774
+62% +$1.19M ﹤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 $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

Morgan Stanley's EE Position: Q2 2026 in Review

Morgan Stanley reduced its Excelerate Energy (EE) stake by 16% in Q2 2026, selling an estimated $2.19M and leaving 337,348 shares worth $12.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3498.

Morgan Stanley first reported a position in EE in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.4M in Q1 2026. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Morgan Stanley held 337,348 shares of Excelerate Energy worth $12.8M as of Q2 2026.
  • Morgan Stanley sold 63,482 Excelerate Energy shares in Q2 2026, an estimated $2.19M.
  • Excelerate Energy made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3498 holding.
  • Morgan Stanley first reported a position in Excelerate Energy in Q2 2022 and has held it in 17 quarters since.
  • Morgan Stanley's Excelerate Energy position peaked at $13.4M in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.