Nisa Investment Advisors
EE icon

Nisa Investment Advisors’s Excelerate Energy EE Stock Holding History

Nisa Investment Advisors’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 		$11.5K Hold
302
– – ﹤0.01% 2425
2026
Q1 		$10.1K Hold
302
– – ﹤0.01% 2247
2025
Q4 		$8.47K Hold
302
– – ﹤0.01% 2294
2025
Q3 		$7.61K Sell
302
-8
-3% -$200 ﹤0.01% 2354
2025
Q2 		$9.09K Sell
310
-257
-45% -$7.21K ﹤0.01% 2309
2025
Q1 		$16.3K Buy
567
+18
+3% +$538 ﹤0.01% 1963
2024
Q4 		$16.6K Buy
549
+16
+3% +$433 ﹤0.01% 1994
2024
Q3 		$11.7K Hold
533
– – ﹤0.01% 2068
2024
Q2 		$9.83K Buy
533
+22
+4% +$378 ﹤0.01% 2159
2024
Q1 		$8.19K Buy
511
+1
+0.2% +$15 ﹤0.01% 2068
2023
Q4 		$7.88K Sell
510
-5
-1% -$80 ﹤0.01% 2076
2023
Q3 		$8.78K Sell
515
-9
-2% -$176 ﹤0.01% 2199
2023
Q2 		$10.7K Sell
524
-166
-24% -$3.47K ﹤0.01% 2245
2023
Q1 		$15K Hold
690
– – ﹤0.01% 2079
2022
Q4 		$17K Hold
690
– – ﹤0.01% 2093
2022
Q3 		$19K Hold
690
– – ﹤0.01% 2065
2022
Q2 		$14K Buy
+690
New +$17.5K ﹤0.01% 2123

Other funds holding EE

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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nisa Investment Advisors's EE Position: Q2 2026 in Review

Nisa Investment Advisors held its Excelerate Energy (EE) position steady in Q2 2026 at 302 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Nisa Investment Advisors first reported a position in EE in Q2 2022 and has held it in 17 quarters since. The position peaked at $19K in Q3 2022. 86 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Nisa Investment Advisors held 302 shares of Excelerate Energy worth $11.5K as of Q2 2026.
  • Nisa Investment Advisors left its Excelerate Energy share count unchanged in Q2 2026.
  • Excelerate Energy made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2425 holding.
  • Nisa Investment Advisors first reported a position in Excelerate Energy in Q2 2022 and has held it in 17 quarters since.
  • Nisa Investment Advisors's Excelerate Energy position peaked at $19K in Q3 2022.
  • 86 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.