Shell Asset Management’s Excelerate Energy EE Stock Holding History

Shell 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
2025 Q3	$7K	Sell	294 -693	-70%	-$17.3K	﹤0.01%	1128
2025 Q2	$29K	Sell	987 -102	-9%	-$2.86K	﹤0.01%	1206
2025 Q1	$31K	Sell	1,089 -44	-4%	-$1.32K	﹤0.01%	1204
2024 Q4	$34K	Hold	1,133	–	–	﹤0.01%	1212
2024 Q3	$25K	Buy	+1,133	New	+$22K	﹤0.01%	1229
2024 Q1	$22K	Sell	1,202 -40	-3%	-$599	﹤0.01%	1228
2023 Q4	$19K	Sell	1,242 -408	-25%	-$6.56K	﹤0.01%	1233
2023 Q3	$28K	Sell	1,650 -6	-0.4%	-$117	﹤0.01%	1232
2023 Q2	$34K	Sell	1,656 -9	-0.5%	-$188	﹤0.01%	1242
2023 Q1	$37K	Sell	1,665 -6	-0.4%	-$133	﹤0.01%	1207
2022 Q4	$42K	Buy	+1,671	New	+$43.9K	﹤0.01%	1283

Other funds holding EE

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shell Asset Management's EE Position: Q3 2025 in Review

Shell Asset Management reduced its Excelerate Energy (EE) stake by 70% in Q3 2025, selling an estimated $17.3K and leaving 294 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Shell Asset Management first reported a position in EE in Q4 2022 and has held it in 11 quarters since. The position peaked at $42K in Q4 2022. 182 funds tracked by Wall St. Rank hold EE as of Q3 2025.

Shell Asset Management held 294 shares of Excelerate Energy worth $7K as of Q3 2025.
Shell Asset Management sold 693 Excelerate Energy shares in Q3 2025, an estimated $17.3K.
Excelerate Energy made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1128 holding.
Shell Asset Management first reported a position in Excelerate Energy in Q4 2022 and has held it in 11 quarters since.
Shell Asset Management's Excelerate Energy position peaked at $42K in Q4 2022.
182 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.