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Parkside Financial Bank & Trust’s Excelerate Energy EE Stock Holding History

Parkside Financial Bank & Trust’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
2025
Q2 		– Sell
-20
Closed -$574 – 2819
2025
Q1 		$574 Buy
+20
New +$598 ﹤0.01% 2300

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
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
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkside Financial Bank & Trust's EE Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Excelerate Energy (EE) in Q2 2025, closing a stake of 20 shares — an estimated $574 sold.

Parkside Financial Bank & Trust first reported a position in EE in Q1 2025 and held it in 1 quarter. The position peaked at $574 in Q1 2025. 199 funds tracked by Wall St. Rank hold EE as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining Excelerate Energy position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 20 Excelerate Energy shares in Q2 2025, an estimated $574.
  • Parkside Financial Bank & Trust first reported a position in Excelerate Energy in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Excelerate Energy position peaked at $574 in Q1 2025.
  • 199 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.