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
Q2 		$1.81M Buy
47,732
+16,300
+52% +$561K ﹤0.01% 3560
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 $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

Raymond James Financial's EE Position: Q2 2026 in Review

Raymond James Financial increased its Excelerate Energy (EE) stake by 52% in Q2 2026, buying an estimated $561K and bringing the position to 47,732 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

Raymond James Financial first reported a position in EE in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.51M in Q4 2024. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Raymond James Financial held 47,732 shares of Excelerate Energy worth $1.81M as of Q2 2026.
  • Raymond James Financial bought 16,300 Excelerate Energy shares in Q2 2026, an estimated $561K.
  • Excelerate Energy made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3560 holding.
  • Raymond James Financial first reported a position in Excelerate Energy in Q4 2024 and has held it in 5 quarters since.
  • Raymond James Financial's Excelerate Energy position peaked at $5.51M in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.