Root Financial Partners
EE icon

Root Financial Partners’s Excelerate Energy EE Stock Holding History

Root Financial Partners’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 		$1.48K Buy
+46
New +$1.73K ﹤0.01% 2777
2026
Q2 		– Sell
-32
Closed -$1.07K – 1199
2026
Q1 		$1.07K Buy
32
+7
+28% +$251 ﹤0.01% 2589
2025
Q4 		$701 Buy
25
+17
+213% +$460 ﹤0.01% 2168
2025
Q3 		$202 Buy
+8
New +$200 ﹤0.01% 2209

Other funds holding EE

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's EE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Excelerate Energy (EE) in Q3 2026: 46 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #2777 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EE as recently as Q1 2026.

Root Financial Partners first reported a position in EE in Q3 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold EE as of Q3 2026.

  • Root Financial Partners held 46 shares of Excelerate Energy worth $1.48K as of Q3 2026.
  • Excelerate Energy was a new Root Financial Partners position in Q3 2026.
  • Excelerate Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2777 holding.
  • Root Financial Partners first reported a position in Excelerate Energy in Q3 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.