Simplex Trading
EE icon

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
Q1 		$1.74K Buy
+52
New +$1.86K ﹤0.01% 8422
2025
Q4 		– Sell
-1,285
Closed -$32K – 9194
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
2025
Q1 		– Hold
0
– – – 9025
2024
Q4 		– Hold
0
– – – 9064
2024
Q3 		– Hold
0
– – – 9056
2024
Q2 		– Hold
0
– – – 9312
2024
Q1 		– Sell
-2,300
Closed -$34.5K – 9357
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 $883M AUM 21.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return