PCS
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Personal CFO Solutions’s Excelerate Energy EE Stock Holding History

Personal CFO Solutions’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 		$342K Buy
9,002
+2,103
+30% +$72.4K 0.05% 363
2026
Q1 		$231K Sell
6,899
-330
-5% -$11.8K 0.03% 461
2025
Q4 		$203K Buy
+7,229
New +$196K 0.03% 495

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

Personal CFO Solutions's EE Position: Q2 2026 in Review

Personal CFO Solutions increased its Excelerate Energy (EE) stake by 30% in Q2 2026, buying an estimated $72.4K and bringing the position to 9,002 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #363.

Personal CFO Solutions first reported a position in EE in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Personal CFO Solutions held 9,002 shares of Excelerate Energy worth $342K as of Q2 2026.
  • Personal CFO Solutions bought 2,103 Excelerate Energy shares in Q2 2026, an estimated $72.4K.
  • Excelerate Energy made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #363 holding.
  • Personal CFO Solutions first reported a position in Excelerate Energy in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.