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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
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

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

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

Ritholtz Wealth Management reduced its Excelerate Energy (EE) stake by 1.1% in Q2 2026, selling an estimated $3.1K and leaving 8,168 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Ritholtz Wealth Management first reported a position in EE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q2 2025. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Ritholtz Wealth Management held 8,168 shares of Excelerate Energy worth $310K as of Q2 2026.
  • Ritholtz Wealth Management sold 90 Excelerate Energy shares in Q2 2026, an estimated $3.1K.
  • Excelerate Energy made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1041 holding.
  • Ritholtz Wealth Management first reported a position in Excelerate Energy in Q4 2024 and has held it in 7 quarters since.
  • Ritholtz Wealth Management's Excelerate Energy position peaked at $1.05M in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.