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SBI Securities’s Excelerate Energy EE Stock Holding History

SBI Securities’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 		$35.5K Buy
935
+1
+0.1% +$34 ﹤0.01% 1298
2026
Q1 		$31.2K Hold
934
– – ﹤0.01% 1285
2025
Q4 		$26.2K Sell
934
-16
-2% -$433 ﹤0.01% 1339
2025
Q3 		$23.9K Buy
950
+31
+3% +$774 ﹤0.01% 1377
2025
Q2 		$26.9K Sell
919
-24
-3% -$673 ﹤0.01% 1296
2025
Q1 		$27K Buy
943
+36
+4% +$1.08K ﹤0.01% 1216
2024
Q4 		$27.4K Buy
+907
New +$24.6K ﹤0.01% 1213

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 Securities's EE Position: Q2 2026 in Review

SBI Securities increased its Excelerate Energy (EE) stake by 0.11% in Q2 2026, buying an estimated $34 and bringing the position to 935 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

SBI Securities first reported a position in EE in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • SBI Securities held 935 shares of Excelerate Energy worth $35.5K as of Q2 2026.
  • SBI Securities bought 1 Excelerate Energy share in Q2 2026, an estimated $34.
  • Excelerate Energy made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1298 holding.
  • SBI Securities first reported a position in Excelerate Energy in Q4 2024 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.