Principal Financial Group
EE icon

Principal Financial Group’s Excelerate Energy EE Stock Holding History

Principal Financial Group’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 		$1.32M Buy
34,713
+2,272
+7% +$78.3K ﹤0.01% 1904
2026
Q1 		$1.08M Sell
32,441
-28,649
-47% -$1.03M ﹤0.01% 1919
2025
Q4 		$1.71M Buy
61,090
+19,572
+47% +$530K ﹤0.01% 1873
2025
Q3 		$1.05M Buy
41,518
+25,139
+153% +$628K ﹤0.01% 1920
2025
Q2 		$480K Buy
16,379
+6,699
+69% +$188K ﹤0.01% 1999
2025
Q1 		$278K Buy
9,680
+326
+3% +$9.75K ﹤0.01% 2009
2024
Q4 		$283K Buy
+9,354
New +$253K ﹤0.01% 2045

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

Principal Financial Group's EE Position: Q2 2026 in Review

Principal Financial Group increased its Excelerate Energy (EE) stake by 7% in Q2 2026, buying an estimated $78.3K and bringing the position to 34,713 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Principal Financial Group first reported a position in EE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q4 2025. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Principal Financial Group held 34,713 shares of Excelerate Energy worth $1.32M as of Q2 2026.
  • Principal Financial Group bought 2,272 Excelerate Energy shares in Q2 2026, an estimated $78.3K.
  • Excelerate Energy made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1904 holding.
  • Principal Financial Group first reported a position in Excelerate Energy in Q4 2024 and has held it in 7 quarters since.
  • Principal Financial Group's Excelerate Energy position peaked at $1.71M in Q4 2025.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.