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Rialto Wealth Management’s Excelerate Energy EE Stock Holding History

Rialto 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
2026
Q2 		$38 Hold
1
– – ﹤0.01% 1926
2026
Q1 		$34 Buy
+1
New +$36 ﹤0.01% 1712
2025
Q2 		– Sell
-18
Closed -$517 – 1721
2025
Q1 		$517 Buy
+18
New +$538 ﹤0.01% 810

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

Rialto Wealth Management's EE Position: Q2 2026 in Review

Rialto Wealth Management held its Excelerate Energy (EE) position steady in Q2 2026 at 1 share worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Rialto Wealth Management first reported a position in EE in Q1 2025 and has held it in 3 quarters since. The position peaked at $517 in Q1 2025. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Rialto Wealth Management held 1 share of Excelerate Energy worth $38 as of Q2 2026.
  • Rialto Wealth Management left its Excelerate Energy share count unchanged in Q2 2026.
  • Excelerate Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1926 holding.
  • Rialto Wealth Management first reported a position in Excelerate Energy in Q1 2025 and has held it in 3 quarters since.
  • Rialto Wealth Management's Excelerate Energy position peaked at $517 in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.