Ritholtz Wealth Management’s Excelerate Energy EE Stock Holding History

Ritholtz 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 Q3	$228K	Sell	7,103 -1,065	-13%	-$40.1K	﹤0.01%	1242
2026 Q2	$310K	Sell	8,168 -90	-1%	-$3.1K	﹤0.01%	1041
2026 Q1	$276K	Sell	8,258 -457	-5%	-$16.4K	﹤0.01%	1014
2025 Q4	$244K	Sell	8,715 -9,941	-53%	-$269K	﹤0.01%	991
2025 Q3	$470K	Sell	18,656 -17,150	-48%	-$428K	0.01%	701
2025 Q2	$1.05M	Buy	35,806 +6,054	+20%	+$170K	0.02%	443
2025 Q1	$853K	Buy	29,752 +10,574	+55%	+$316K	0.03%	443
2024 Q4	$580K	Buy	+19,178	New	+$519K	0.02%	522

Other funds holding EE

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ritholtz Wealth Management's EE Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Excelerate Energy (EE) stake by 13% in Q3 2026, selling an estimated $40.1K and leaving 7,103 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Ritholtz Wealth Management first reported a position in EE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2025. 77 funds tracked by Wall St. Rank hold EE as of Q3 2026.

Ritholtz Wealth Management held 7,103 shares of Excelerate Energy worth $228K as of Q3 2026.
Ritholtz Wealth Management sold 1,065 Excelerate Energy shares in Q3 2026, an estimated $40.1K.
Excelerate Energy made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1242 holding.
Ritholtz Wealth Management first reported a position in Excelerate Energy in Q4 2024 and has held it in 8 quarters since.
Ritholtz Wealth Management's Excelerate Energy position peaked at $1.05M in Q2 2025.
77 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.