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Raffa Wealth Management’s Excelerate Energy EE Stock Holding History

Raffa Wealth Management’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
2022
Q4 		– Sell
-28
Closed -$655 – 1089
2022
Q3 		$655 Buy
+28
New +$664 ﹤0.01% 943

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.39% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Raffa Wealth Management's EE Position: Q4 2022 in Review

Raffa Wealth Management sold out of Excelerate Energy (EE) in Q4 2022, closing a stake of 28 shares — an estimated $655 sold.

Raffa Wealth Management first reported a position in EE in Q3 2022 and held it in 1 quarter. The position peaked at $655 in Q3 2022. 120 funds tracked by Wall St. Rank hold EE as of Q4 2022.

  • Raffa Wealth Management reported no remaining Excelerate Energy position as of Q4 2022 after selling out during the quarter.
  • Raffa Wealth Management sold 28 Excelerate Energy shares in Q4 2022, an estimated $655.
  • Raffa Wealth Management first reported a position in Excelerate Energy in Q3 2022 and held it in 1 quarter.
  • Raffa Wealth Management's Excelerate Energy position peaked at $655 in Q3 2022.
  • 120 funds tracked by Wall St. Rank held Excelerate Energy as of Q4 2022.

Based on Raffa Wealth Management's 13F filing for Q4 2022, filed 27 Jul 2026.