Simplex Trading’s Excelerate Energy EE Stock Holding History

Simplex Trading’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	$19.9K	Buy	525 +473	+910%	+$16.3K	﹤0.01%	7113
2026 Q1	$1.74K	Buy	+52	New	+$1.86K	﹤0.01%	8422
2025 Q4	–	Sell	-1,285	Closed	-$32K	–	8901
2025 Q3	$32K	Sell	1,285 -1,901	-60%	-$47.5K	﹤0.01%	6904
2025 Q2	$93K	Buy	+3,186	New	+$89.4K	﹤0.01%	5309
2024 Q1	–	Sell	-2,300	Closed	-$34.5K	–	9065
2023 Q4	$35K	Buy	2,300 +2,203	+2,271%	+$35.4K	﹤0.01%	6419
2023 Q3	$1K	Sell	97 -702	-88%	-$13.7K	﹤0.01%	8282
2023 Q2	$16K	Buy	799 +123	+18%	+$2.57K	﹤0.01%	6968
2023 Q1	$14K	Sell	676 -488	-42%	-$10.8K	﹤0.01%	7240
2022 Q4	$29K	Buy	1,164 +868	+293%	+$22.8K	﹤0.01%	6496
2022 Q3	$6K	Sell	296 -1,928	-87%	-$45.7K	﹤0.01%	8631
2022 Q2	$44K	Buy	+2,224	New	+$56.4K	﹤0.01%	6667

Other funds holding EE

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Simplex Trading's EE Position: Q2 2026 in Review

Simplex Trading increased its Excelerate Energy (EE) stake by 910% in Q2 2026, buying an estimated $16.3K and bringing the position to 525 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #7113.

Simplex Trading first reported a position in EE in Q2 2022 and has held it in 11 quarters since. The position peaked at $93K in Q2 2025. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Simplex Trading held 525 shares of Excelerate Energy worth $19.9K as of Q2 2026.
Simplex Trading bought 473 Excelerate Energy shares in Q2 2026, an estimated $16.3K.
Excelerate Energy made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7113 holding.
Simplex Trading first reported a position in Excelerate Energy in Q2 2022 and has held it in 11 quarters since.
Simplex Trading's Excelerate Energy position peaked at $93K in Q2 2025.
222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.