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SBI Okasan Asset Management’s Excelerate Energy EE Stock Holding History

SBI Okasan Asset 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 		$51.9K Sell
1,400
-1,300
-48% -$44.8K ﹤0.01% 312
2026
Q1 		$89.9K Hold
2,700
– – ﹤0.01% 283
2025
Q4 		$75.8K Buy
+2,700
New +$73.1K ﹤0.01% 291

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

SBI Okasan Asset Management's EE Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its Excelerate Energy (EE) stake by 48% in Q2 2026, selling an estimated $44.8K and leaving 1,400 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

SBI Okasan Asset Management first reported a position in EE in Q4 2025 and has held it in 3 quarters since. The position peaked at $89.9K in Q1 2026. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • SBI Okasan Asset Management held 1,400 shares of Excelerate Energy worth $51.9K as of Q2 2026.
  • SBI Okasan Asset Management sold 1,300 Excelerate Energy shares in Q2 2026, an estimated $44.8K.
  • Excelerate Energy made up ﹤0.01% of SBI Okasan Asset Management's portfolio in Q2 2026, its #312 holding.
  • SBI Okasan Asset Management first reported a position in Excelerate Energy in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Excelerate Energy position peaked at $89.9K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.