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Simon Quick Advisors’s Excelerate Energy EE Stock Holding History

Simon Quick Advisors’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 		$243K Sell
6,400
-2
-0% -$69 0.01% 372
2026
Q1 		$214K Buy
+6,402
New +$230K 0.01% 356

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

Simon Quick Advisors's EE Position: Q2 2026 in Review

Simon Quick Advisors reduced its Excelerate Energy (EE) stake by 0.03% in Q2 2026, selling an estimated $69 and leaving 6,400 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #372.

Simon Quick Advisors first reported a position in EE in Q1 2026 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Simon Quick Advisors held 6,400 shares of Excelerate Energy worth $243K as of Q2 2026.
  • Simon Quick Advisors sold 2 Excelerate Energy shares in Q2 2026, an estimated $69.
  • Excelerate Energy made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #372 holding.
  • Simon Quick Advisors first reported a position in Excelerate Energy in Q1 2026 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.