Raymond James Financial
EE icon

Raymond James Financial’s Excelerate Energy EE Stock Holding History

Raymond James Financial’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 		$1.05M Buy
+31,432
New +$1.13M ﹤0.01% 3813
2025
Q3 		– Sell
-1,436
Closed -$42.1K – 5480
2025
Q2 		$42.1K Sell
1,436
-57,956
-98% -$1.63M ﹤0.01% 5256
2025
Q1 		$1.7M Sell
59,392
-122,752
-67% -$3.67M ﹤0.01% 3112
2024
Q4 		$5.51M Buy
+182,144
New +$4.93M ﹤0.01% 2268

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

Raymond James Financial's EE Position: Q1 2026 in Review

Raymond James Financial opened a new position in Excelerate Energy (EE) in Q1 2026: 31,432 shares worth $1.05M. The stake represents ﹤0.01% of the portfolio and ranks #3813 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in EE as recently as Q2 2025.

Raymond James Financial first reported a position in EE in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.51M in Q4 2024. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Raymond James Financial held 31,432 shares of Excelerate Energy worth $1.05M as of Q1 2026.
  • Excelerate Energy was a new Raymond James Financial position in Q1 2026.
  • Excelerate Energy made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3813 holding.
  • Raymond James Financial first reported a position in Excelerate Energy in Q4 2024 and has held it in 4 quarters since.
  • Raymond James Financial's Excelerate Energy position peaked at $5.51M in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.