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
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 $883M AUM 21.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return