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Rothschild Investment LLC’s Excelerate Energy EE Stock Holding History

Rothschild Investment LLC’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 		$2.89K Buy
76
+45
+145% +$1.55K ﹤0.01% 2589
2026
Q1 		$1.04K Buy
31
+3
+11% +$108 ﹤0.01% 2853
2025
Q4 		$785 Buy
28
+8
+40% +$216 ﹤0.01% 2761
2025
Q3 		$504 Sell
20
-10
-33% -$250 ﹤0.01% 2824
2025
Q2 		$880 Buy
30
+20
+200% +$561 ﹤0.01% 2537
2025
Q1 		$287 Hold
10
– – ﹤0.01% 2775
2024
Q4 		$303 Hold
10
– – ﹤0.01% 2690
2024
Q3 		$220 Hold
10
– – ﹤0.01% 2694
2024
Q2 		$184 Buy
+10
New +$172 ﹤0.01% 2517

Other funds holding EE

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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild Investment LLC's EE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Excelerate Energy (EE) stake by 145% in Q2 2026, buying an estimated $1.55K and bringing the position to 76 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

Rothschild Investment LLC first reported a position in EE in Q2 2024 and has held it in 9 quarters since. 77 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Rothschild Investment LLC held 76 shares of Excelerate Energy worth $2.89K as of Q2 2026.
  • Rothschild Investment LLC bought 45 Excelerate Energy shares in Q2 2026, an estimated $1.55K.
  • Excelerate Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2589 holding.
  • Rothschild Investment LLC first reported a position in Excelerate Energy in Q2 2024 and has held it in 9 quarters since.
  • 77 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.