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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
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

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Root Financial Partners's EE Position: Q1 2026 in Review

Root Financial Partners increased its Excelerate Energy (EE) stake by 28% in Q1 2026, buying an estimated $251 and bringing the position to 32 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

Root Financial Partners first reported a position in EE in Q3 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Root Financial Partners held 32 shares of Excelerate Energy worth $1.07K as of Q1 2026.
  • Root Financial Partners bought 7 Excelerate Energy shares in Q1 2026, an estimated $251.
  • Excelerate Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2589 holding.
  • Root Financial Partners first reported a position in Excelerate Energy in Q3 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.