PAG
EE icon

Private Advisor Group’s Excelerate Energy EE Stock Holding History

Private Advisor 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 		– Sell
-8,042
Closed -$226K – 2748
2025
Q4 		$226K Buy
+8,042
New +$218K ﹤0.01% 2328
2025
Q3 		– Sell
-8,214
Closed -$241K – 2602
2025
Q2 		$241K Sell
8,214
-498
-6% -$14K ﹤0.01% 2111
2025
Q1 		$250K Sell
8,712
-706
-7% -$21.1K ﹤0.01% 1977
2024
Q4 		$285K Buy
+9,418
New +$255K ﹤0.01% 1891

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 $5.72T 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
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

Private Advisor Group's EE Position: Q1 2026 in Review

Private Advisor Group sold out of Excelerate Energy (EE) in Q1 2026, closing a stake of 8,042 shares — an estimated $226K sold.

Private Advisor Group first reported a position in EE in Q4 2024 and held it in 4 quarters. The position peaked at $285K in Q4 2024. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Private Advisor Group reported no remaining Excelerate Energy position as of Q1 2026 after selling out during the quarter.
  • Private Advisor Group sold 8,042 Excelerate Energy shares in Q1 2026, an estimated $226K.
  • Private Advisor Group first reported a position in Excelerate Energy in Q4 2024 and held it in 4 quarters.
  • Private Advisor Group's Excelerate Energy position peaked at $285K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.