NXG Investment Management’s Excelerate Energy EE Stock Holding History

NXG Investment Management’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	$10.9M	Buy	+325,000	New	+$11.7M	0.54%	38
2024 Q3	–	Sell	-110,000	Closed	-$2.03M	–	67
2024 Q2	$2.03M	Hold	110,000	–	–	0.16%	44
2024 Q1	$1.76M	Sell	110,000 -180,000	-62%	-$2.7M	0.15%	42
2023 Q4	$4.48M	Hold	290,000	–	–	0.41%	28
2023 Q3	$4.94M	Sell	290,000 -36,000	-11%	-$703K	0.5%	29
2023 Q2	$6.63M	Hold	326,000	–	–	0.64%	26
2023 Q1	$7.22M	Hold	326,000	–	–	0.73%	27
2022 Q4	$8.17M	Hold	326,000	–	–	0.77%	26
2022 Q3	$7.63M	Buy	+326,000	New	+$7.73M	0.77%	25

Other funds holding EE

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

NXG Investment Management's EE Position: Q1 2026 in Review

NXG Investment Management opened a new position in Excelerate Energy (EE) in Q1 2026: 325,000 shares worth $10.9M. The stake represents 0.54% of the portfolio and ranks #38 among its holdings. This is a return to the name: NXG Investment Management previously reported a position in EE as recently as Q2 2024.

NXG Investment Management first reported a position in EE in Q3 2022 and has held it in 9 quarters since. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

NXG Investment Management held 325,000 shares of Excelerate Energy worth $10.9M as of Q1 2026.
Excelerate Energy was a new NXG Investment Management position in Q1 2026.
Excelerate Energy made up 0.54% of NXG Investment Management's portfolio in Q1 2026, its #38 holding.
NXG Investment Management first reported a position in Excelerate Energy in Q3 2022 and has held it in 9 quarters since.
219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on NXG Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.